2017 Hurricane Recovery: Get information about disaster assistance, or find out how you can help.
LEARN MORE Close

Lender Documentation Tool

Lender Documentation Tool

Find Lender Forms, SOPs, Notices, and Loan Packages

Your search results will be returned below. The newest documents will appear at the top of the results by default. The results can be sorted by clicking any table header.

If you want to run a new search, use the dropdown menu to select the type of document for your search. You can select Lending Forms, SOPs, Lending Notices, Loan Packages, or All Documentation. Click Search Your Documents to obtain your results.

Additional Search Criteria are optional. You can use none, some or all the fields as desired.

Quick Links: Forms by Name | Notices by Date | SOPs by Number

    

 

Additional Search Criteria:
Number Title/Name Lending Stagesort descending Last updated Effective Date Expiration Date
2207 SBA Form 2207: NMVC Debenture
PDF icon SBA Form 2207: NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
4506-T Request for Transcript of Tax Return
PDF icon Form_4506-T.pdf
Thu, 2017-08-31 12:42 Fri, 07/28/2017
5000-1102 Centralization of 504 Loans
PDF icon Centralization of 504 Loans
Sat, 2014-06-14 00:55
5000-1315 SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form
PDF icon 5000-1315.pdf
Wed, 2014-07-30 16:06 Fri, 07/01/2016
50 30 8 Disaster Assistance Program - Posted 07-15
PDF icon Disaster Assistance Program - Posted 07-15
Tue, 2015-12-22 12:13
1246 Application for Certification as a Certified Development Company
PDF icon serv_tools_forms_lender_1246.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Litigation Plan
PDF icon Litigation Plan
Fri, 2016-12-02 17:12
2301 Community Advantage Lender Participation Application
PDF icon SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
Small Loan Document Preparation Instructions
PDF icon Small_Loan_Document_Preparation_Instructions.pdf
Thu, 2016-02-18 16:48 Wed, 09/30/2015
5000-1195 Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
PDF icon Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Sat, 2014-06-14 00:55 Wed, 02/01/2012
5000-1227 Credit Alert Verification Reporting System (CAIVRS) and SOP 50 10 5(D)
PDF icon 5000-1227.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
5000-1955 Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
PDF icon Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
Thu, 2017-08-31 13:03 Wed, 08/01/2018
1993 Federal Agency Comment Form
PDF icon SBA Form 1993
Wed, 2016-08-03 13:59 Wed, 07/31/2019
3881 Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
PDF icon Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Sat, 2014-06-14 00:50 Tue, 09/30/2014
Important Document Request for Partnerships
PDF icon Important Document Request for Partnerships.pdf
Sat, 2014-06-14 00:50
5000-1181 Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
PDF icon Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1083 Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008
PDF icon Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008, PDF icon Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1347 Microloan Program Expanded Eligibility and Other Program Changes
PDF icon 5000-1346
Fri, 2015-07-31 12:08 Fri, 07/01/2016
50 53 (A) Lender Supervision and Enforcement
PDF icon SOP 50 53(A) FINAL.pdf
Tue, 2015-12-22 12:36 Tue, 06/05/2012 - 00:00
2234 (Part B) Supplemental Information for PCLP Processing
PDF icon sba_forms_2234B
Mon, 2017-05-22 10:20 Tue, 12/31/2019
2098 SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
PDF icon SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
Sat, 2014-06-14 00:50 Sat, 11/02/2013
CDC/504 Supplemental Information for Processing
PDF icon CDC/504 Supplemental Information for Processing
Sat, 2014-06-14 00:50
468 SBA Form 468: SBIC Financial Report
PDF icon SBA Form 468 (Partnership): Annual Financial Report, PDF icon SBA Short Form 468 (Partnership): Quarterly Financial Report, PDF icon SBA Form 468 (Corporate): Annual Financial Report, PDF icon SBA Short Form 468 (Corporate): Quarterly Financial Report
Tue, 2016-08-23 12:28 Tue, 10/31/2017
5000-1139 The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
PDF icon The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
Sat, 2014-06-14 00:55
5000-1268 Revolving Lines of Credit Processed through E-Tran
PDF icon 5000-1268.pdf
Sat, 2014-06-14 00:55 Sat, 02/01/2014
80 05 5 Office of Business Development
Wed, 2016-10-19 13:31
7(a) Risk Based Lender Review
PDF icon 7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013
856A Disclosure Statement Non-Leveraged Licensees
PDF icon SBA Form 856A 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
5000-1163 Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1204 Further Guidance on Refinancing Debt in the 504 Certified Development Company Loan Program as Authorized by the Small Business Jobs Act
File 5000-1204.docx
Sat, 2014-06-14 00:55 Sun, 04/01/2012
5000-1386 Small Business Jobs Act Funding Expiration (7(a) and 504 loans)
PDF icon Small Business Jobs Act Funding Expiration (7(a) and 504 loans)
Tue, 2016-08-09 13:42 Sat, 07/01/2017
10 09 SBIC Examinations Guidelines
PDF icon SBIC Examinations Guidelines
Tue, 2016-06-07 18:18 Wed, 10/23/2013 - 18:15
HUBZone Program Certification for Applicants Owned by Indian Tribal Government
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
Sat, 2014-06-14 00:50 Wed, 10/31/2012
1926 SBA Success Story Form
PDF icon SBA Form 1926.pdf
Sat, 2014-06-14 00:50
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1405 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Thu, 2017-01-05 11:02 Sun, 12/31/2017
898 Advisory Committee Membership Nominee Information Form
PDF icon forms_mis898.pdf
Sat, 2014-06-14 00:50 Wed, 11/30/2011
5000-1125 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
PDF icon Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/30/2010
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
PDF icon 5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
1506 Servicing Agent Agreement
PDF icon SBA_Form_1506.pdf
Wed, 2017-04-19 15:06 Fri, 05/31/2019
CDC Checklist for Submitting Real Estate Appraisal
Microsoft Office document icon CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Debit Authorization (SBICs)
PDF icon Debit Authorization (SBICs)
Thu, 2016-06-23 11:23
Small Loan Submission Checklist & Cover Sheet
PDF icon Small_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Thu, 2016-02-18 16:46 Wed, 09/30/2015
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
PDF icon 5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1348 SBA Policy Notice
PDF icon 5000-1348.pdf
Tue, 2017-10-03 14:22 Tue, 10/03/2017
Certification Regarding Drug Free Workplace Requirements
PDF icon Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
Survey on Ensuring Equal Opportunity For Applicants
PDF icon Survey on Ensuring Equal Opportunity For Applicants
Fri, 2017-04-28 11:03

Pages