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 Stage Last updated Effective Datesort descending Expiration Date
50 50 C Loan Servicing
Tue, 2015-12-22 12:15
12196 Small Business Tax Product Order Blank
PDF icon forms_irs12196.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1240 Revised and Expanded Small Loan Advantage – Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1240.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
Offer In Compromise (OIC) Tabs
PDF icon OIC TABS NGPC - 3/2015
Guaranty Purchase Mon, 2015-03-23 11:59 Sat, 12/31/2016
5000-1132 Servicing and Liquidation Authority of 7(a) Lenders
PDF icon Servicing and Liquidation Authority of 7(a) Lenders
Sat, 2014-06-14 00:55
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
PDF icon Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Sat, 2014-06-14 00:55 Wed, 06/01/2011
2301 (Part C) Lender Advantage Initiative Eligibility Questionnaire
PDF icon SBA Form 2301 C.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
1010B - CDC 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
Mon, 2015-04-20 15:18 Mon, 03/31/2014
SBA Charge Off Tabs/Wrap-Up Report
PDF icon SBA Charge Off Tabs/Wrap-Up Report
Tue, 2016-02-09 15:44 Mon, 04/04/2016
5000-1332 Revised Risk-Based Review Protocol for SBA Operations of Federally Regulated 7(a) Lenders
PDF icon 5000-1332
Wed, 2015-02-04 11:49 Tue, 12/01/2015
2286 504 Debenture Closing Checklist
PDF icon 504 Debenture Closing Checklist SBA Form 2286
Thu, 2014-09-25 15:47
5000-1118 Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released
PDF icon Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released, PDF icon Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released_Attachment
Sat, 2014-06-14 00:55 Thu, 07/01/2010
5000-1151 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Fri, 04/01/2011
990A Quick Bond Guarantee Application and Agreement
PDF icon SBA 990A
Thu, 2015-07-30 09:00 Tue, 07/31/2018
ARC Loan Liquidation Form
PDF icon ARC Liqudation form_.pdf
Sat, 2014-06-14 00:50 Sun, 06/30/2013
468 SBA Form 468 Schedule 11: Annual Financial Report
PDF icon SBA Form 468 Schedule 11: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
270 Request for Advance or Reimbursement
PDF icon forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
6000-800 SBA Policy Notice
Sat, 2014-06-14 00:55 Fri, 02/01/2013
148L Unconditional Limited Guarantee
PDF icon SBA Form 148L, PDF icon SBA INST 148/148L
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
PDF icon New Maximum Allowable Fixed Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Fri, 10/01/2010
5000-1124 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Wed, 09/01/2010
ARC 10 Tab PDK (Purchase Demand Kit)
File ARC Transcript Excel Version.xlsx, PDF icon ARC 10 Tab PDK 08152012 with lender feedback_508 compliant_new lender certs_4506T adjustments.pdf
Guaranty Purchase Sat, 2014-06-14 00:50
1010B - AIT 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
PDF icon 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
Tue, 2015-04-21 14:06 Sun, 04/30/2017
1979 Liquidation Plan Format
PDF icon Liquidation Plan Format
Liquidation Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1323 Acceptance of Electronic Signatures in the 7(a) and 504 Loan Program
PDF icon 5000-1323
Tue, 2014-11-25 10:15 Wed, 10/01/2014
2234 (Part A) PCLP Guarantee Request
PDF icon sba_forms_2234a.pdf
Fri, 2016-06-03 10:52 Fri, 09/30/2016
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
PDF icon Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
PDF icon Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Wed, 06/01/2011
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
PDF icon SBA Form 2450
Fri, 2016-06-03 10:42 Fri, 09/30/2016
2420 ILP Program Resolution of the Board of Directors
PDF icon SBA Form 2420.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
468 SBA Form 468 (Partnership): Annual Financial Report
PDF icon SBA Form 468 (Partnership): Annual Financial Report
Thu, 2016-08-18 16:40 Tue, 10/31/2017
3000-3026 Washington DC Area Dismissal and Closure Procedures
Sat, 2014-06-14 00:55 Sat, 12/01/2012
Capital Certificate
PDF icon form_finasst_sba1.pdf
Sat, 2014-06-14 00:50 Mon, 09/02/2013
5000-1134 Recovery Act Loan Documentation Requirements and Restrictions
PDF icon Recovery Act Loan Documentation Requirements and Restrictions
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-917 Implementing the New SBA: Streamlining Loan Servicing
PDF icon Implementing the New SBA: Streamlining Loan Servicing
Sat, 2014-06-14 00:55 Fri, 04/01/2005
7(a) / SBAExpress Servicing Action Supporting Schedule
PDF icon Servicing Action Supporting Schedule.pdf
Servicing Sat, 2014-06-14 00:50
424C Standard Form 424C: Budget Information - Construction Programs
PDF icon SF424c and instructions.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
Transfer of Participation Agreement
Microsoft Office document icon Transfer of Participation Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
PDF icon 5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
2229 Premier Certified Lenders Program
PDF icon tools_sbf_forms_229.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1080 Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008
PDF icon bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, PDF icon Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1158 Updated Internal Revenue Service (IRS) Contact Information and 4506-T
PDF icon Updated Internal Revenue Service (IRS) Contact Information and 4506-T
Sat, 2014-06-14 00:55 Wed, 06/01/2011
2303 504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW
PDF icon Form 2302 504 Closing Checklist for Complete File Review
Thu, 2014-09-25 15:49
2417 Intermediary Lending Pilot (ILP) Program Application
PDF icon SBA 2417
Sat, 2014-06-14 00:50 Wed, 04/30/2014
2209 SBA Form 2209: Opinion of Counsel for NMVC Debenture
PDF icon SBA Form 2209: Opinion of Counsel for NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1390 Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
PDF icon Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
Tue, 2016-10-11 17:58 Fri, 09/01/2017
86 Questionnaire for National Security Positions
PDF icon tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
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
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
PDF icon SBA 1920
Wed, 2016-09-28 10:08 Sun, 04/30/2017
7(a) / SBAExpress Servicing Action Checklist
PDF icon Servicing Action Checklist
Servicing Sat, 2014-06-14 00:50

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