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
1506 Servicing Agent Agreement
PDF icon SBA Form 1506 new
Tue, 2016-08-02 11:09 Fri, 05/31/2019
Pre-Application Review Request
PDF icon Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
25 PC Model Corporate Resolution for SBA Commitment
PDF icon SBA Form 25-PC version 06-15.pdf
Fri, 2015-07-17 12:46 Mon, 04/30/2018
Other 7(a) Loan Document Preparation Instructions
PDF icon Other 7(a) Loan Document Preparation Instructions_.pdf
Tue, 2014-11-25 15:25 Wed, 09/30/2015
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill 
PDF icon Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1260 Change to SOP 50 10 5(E) and Release of Alternative Small Loan Advantage (SLA) Authorization
PDF icon 5000-1260.pdf
Sat, 2014-06-14 00:55
60 04 4 Certificate of Competency Program
PDF icon Certificate of Competency Program
Tue, 2015-12-22 12:40
A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs)
PDF icon A9 - A12 Detailed Budget Worksheet
Sat, 2014-06-14 00:50 Thu, 10/13/2011
Little Rock CLC Letter
PDF icon Little Rock CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
Important HUBZone Document Request for Corporations
PDF icon Important HUBZone Document Request for Corporations.pdf
Sat, 2014-06-14 00:50
5000-1166 Process for Lenders to Participate in GO Loan Pilot
PDF icon Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1199 Expiration of Small Business Jobs Act Authority and Closing of the Loan Queues
PDF icon bank_5000-1199.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1379 Availability of Electronic Submission of SBA Form 159(7a) through SBA One
PDF icon Availability of Electronic Submission of SBA Form 159(7a) through SBA One
Wed, 2016-05-18 11:13 Sat, 04/01/2017
1366 SBA Disaster Assistance Program SBA Form 1366 Borrower's Progress Certification
PDF icon tools_sbf_form1366.pdf
Sat, 2014-06-14 00:50 Sun, 03/31/2013
27C SBA Form 27C: LMI Debenture Opinion of Counsel
PDF icon SBA Form 27C: LMI Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
e504 Guide for CDCs
PDF icon CDC_Guide_for_e504_v7.0
Mon, 2016-10-17 13:13
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - EL PASO DLSC
Tue, 2016-09-20 09:10 Sat, 12/31/2016
5000-1105 Recovery Act – Restricted Uses of Funds
PDF icon Recovery Act – Restricted Uses of Funds
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1306 Update and Release of SBA Forms 1919 and 1920
PDF icon 5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
50 10 5(C) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(C): Lender Development Company Loan Programs (PDF), PDF icon SOP 50 10 5(C): Lender Development Company Loan Programs (PDF with tracked changes)
Sat, 2014-06-14 01:14 Fri, 10/01/2010 - 00:00
912 Statement of Personal History
PDF icon SBA Form 912
Tue, 2016-12-06 14:51 Fri, 05/31/2019
SBA Wire Transfer Form
PDF icon bank_wire_instructions_new.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
857 Request For Information Concerning Portfolio Financing By Small Business Investment Companies (SBICs)
PDF icon SBA Form 857 02-29-16_WorkingC.pdf
Sat, 2014-06-14 00:50 Mon, 02/29/2016
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
PDF icon Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
50 46 1 Claims and Recovery Program
PDF icon Claims and Recovery Program
Tue, 2015-12-22 12:14
3300 Award Nomination Form
PDF icon SBA Form 3300 Award Nomination Form
Sat, 2014-06-14 00:50 Mon, 03/31/2014
272 Standard Form 272: Federal Cash Transaction Report
PDF icon Standard Form 272: Federal Cash Transaction Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1184 Small Business Jobs Act of 2010: Changes to the Microloan Program
PDF icon Small Business Jobs Act of 2010: Changes to the Microloan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1088 Identification of Correct Base Rate for 7(a) Loans
PDF icon Identification of Correct Base Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Tue, 12/01/2009
2000-2004 SBA Information Notice
PDF icon 2000-2004.pdf
Tue, 2015-05-26 16:12 Tue, 05/26/2015
10 04 1 Processing Applications for SBIC Licenses
PDF icon SOP 10 04 1
Tue, 2015-12-22 11:57 Tue, 09/23/2014 - 16:15
269 Financial Status Report
PDF icon forms_mis269.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Forms A-9 through A-12: Budget Detail Worksheet
PDF icon Forms A-9 through A-12: Budget Detail Worksheet
Sat, 2014-06-14 00:50 Sun, 11/03/2013
1011 Participation Agreement
PDF icon Participation Agreement 11 7 11.pdf
Sat, 2014-06-14 00:50
5000-1175 Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
PDF icon Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1079 Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008
PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008, PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1355 Transition to a New 504 Fiscal and Selling Agent
PDF icon Transition to a New 504 Fiscal and Selling Agent
Thu, 2015-10-01 17:08 Sat, 10/01/2016
50 10 5(I) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(I) with Highlighted Changes
Thu, 2016-12-01 14:57 Sun, 01/01/2017 - 00:00
2233 PCLP Quarterly Loan Loss Reserve Report
PDF icon PCLP Quarterly Loan Loss Reserve Report
Fri, 2016-06-03 10:50 Fri, 09/30/2016
CDC 504 Liquidation Plan
PDF icon 2016 - Litigation Plan
Tue, 2016-12-06 11:29 Sun, 12/31/2017
2419 ILP Electronic Reporting System (ILPERS)
PDF icon SBA Form 2419.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
413D Personal Financial Statement Disaster Programs
PDF icon 4 13 Personal Financial Statement
Tue, 2016-11-08 11:34 Wed, 01/31/2018
2000-773 Using General Ledger Accounts in Pay.gov
PDF icon Using General Ledger Accounts in Pay.gov
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
90 57 National Environmental Policy Act
PDF icon National Environmental Policy Act_PDF Version
Tue, 2015-12-22 12:45
424 Application for Federal Assistance
PDF icon SF 424_ Application for Federal Assistance
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010B - IND 8(a) Business Development (BD) Program Application Individual Information
PDF icon 8(a) Business Development (BD) Program Application Individual Information
Mon, 2015-04-20 15:22 Mon, 03/31/2014
2435 SBA Form 2435: Early Stage Current Pay Debenture Certification
PDF icon SBA Form 2435 - Early Stage Current Pay Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
5000-1157 7(a) Guaranty Purchases
PDF icon 7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011

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