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
Certification Regarding Drug Free Workplace Requirements
PDF icon Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
27E SBA Form 27E Early Stage Discount Debenture Opinion of Counsel
PDF icon SBA Form 27E Early Stage Discount Debenture .pdf
Sat, 2014-06-14 00:50
5000-1164 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1203 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 5000-1203.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1383 Updated 504 Program Forms: 1244, 2450, 2233, 2234 (Parts B and C), 2288R, and 1506
PDF icon SBA Info Notice
Thu, 2016-06-09 08:39 Tue, 06/07/2016
159D Fee Disclosure Form and Compensation Agreement
PDF icon tools_sbf_sba159d.pdf
Thu, 2016-09-15 14:30 Tue, 10/31/2017
2162 SBA Form 2162: 10-Yr LMI Debenture Certification Form
PDF icon SBA Form 2162:10-Yr LMI Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications for ALL loans
PDF icon SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
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
5000-1103 Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
PDF icon Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1311 SBA Approval of Recoverable Expenses on 7(a) Loans
PDF icon 5000-1311.pdf
Fri, 2014-06-27 13:54 Wed, 04/01/2015
50 10 5(D) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(D) (9-15-11) clean.pdf, PDF icon SOP 50 10 5(D) (9-15-11) track changes.pdf
Sat, 2014-06-14 01:14 Sat, 10/01/2011 - 00:00
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
1224 Grant / Cooperative Agreement Cost Sharing Proposal
PDF icon SBA Form 1224 - Cost Sharing Proposal
Sat, 2014-06-14 00:50 Tue, 06/30/2009
1405 Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405e_corp_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
5000-1197 Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Wed, 02/01/2012
5000-1226 PMQD Screens (14-15, 21-25, & 28)
PDF icon 5000-1226.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
50 50 C Loan Servicing
Tue, 2015-12-22 12:15
1261 Statements Required by Laws and Executive Orders
PDF icon forms_mis1261.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
2217 SBA Form 2217: Request for SBA Approval of Management Services Fees
PDF icon SBA Form 2217: Request for SBA Approval of Management Services Fees
Sat, 2014-06-14 00:50 Sun, 07/31/2005
5000-1182 Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1086 Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
PDF icon Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1346 Increase in 7(a) Loan Program Authorization Level
PDF icon 5000-1346
Wed, 2015-07-29 10:43 Fri, 07/01/2016
50 10 5(H) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5 H Final Clean 5-1-15, PDF icon SOP 50 10 5 H Final Highlighted Changes 5-1-15
Mon, 2016-02-29 11:15 Fri, 05/01/2015 - 17:00
1624 Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions
PDF icon tools_sbf_finasst1624.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC Checklist for Submitting a 504 Loan Application
Microsoft Office document icon CDC Checklist for Submitting a 504 Loan Application
Sat, 2014-06-14 00:50 Fri, 11/01/2013
33 Instructions for the Authorization to Disburse Proceeds
PDF icon SBA Form 33 new.pdf
Tue, 2015-06-16 16:57 Mon, 04/30/2018
Alternative LGPC 10-Tab Instructions
PDF icon Alternative LGPC 10-Tab Instructions.pdf
Tue, 2014-11-25 15:32 Wed, 09/30/2015
5000-1140 Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
PDF icon Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
Sat, 2014-06-14 00:55 Tue, 02/01/2011
2234 (Part B) Supplemental Information for PCLP Processing
PDF icon SBA Form 2234 Part B (Instructions), PDF icon sba_forms_2234B
Fri, 2016-06-03 10:23 Fri, 09/30/2016
CDC 504/503 Litigation Plan
PDF icon CDC 504/503 Litigation Plan
Wed, 2016-12-07 11:05 Fri, 11/01/2013
2288R Interim Lender Certification for Refinanced Loan
PDF icon SBA Form 2288R
Tue, 2016-06-07 08:50 Fri, 09/30/2016
413 Personal Financial Statement 7(a)/504 Loans and Surety Bonds
PDF icon Personal Financial Statement 7(a)/504 Loans and Surety Bonds
Tue, 2015-12-01 17:05 Wed, 01/31/2018
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
5000-1294 Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014
PDF icon 5000-1294 (2).pdf
Sat, 2014-06-14 00:55
90 10 5 Audit Program
PDF icon Audit Program
Tue, 2015-12-22 12:43
Certification of Cash Match and Program Income
PDF icon Match Certification of Cash Match & Prog Inc - For Annual Budget
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010-NHO 8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
Tue, 2015-04-21 10:02 Sun, 04/30/2017
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
PDF icon HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
Wed, 2016-10-05 17:26 Sun, 06/30/2019
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
5000-1217 Lender and Development Company Loan Programs
PDF icon 5000-1217.pdf
Sat, 2014-06-14 00:55
5000-1401 Revised Procedures for SBA Forms 912 and 1081
PDF icon Notice_5000-1401_-_Revised_Procedures_for_SBA_Forms_912_and_1081.pdf
Thu, 2016-12-15 11:57 Fri, 12/01/2017
994 Application for Surety Bond Guarantee Assistance
PDF icon SBA Form 994
Tue, 2016-06-28 16:12 Sun, 03/31/2019
468 SBA Form 468 Schedule 9: Annual Financial Report
PDF icon SBA Form 468 Schedule 9: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
Request for Loan Reinstatement
PDF icon REINSTATE_F
Wed, 2014-08-06 12:51
5000-1124 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Wed, 09/01/2010
5000-1095 Extension of Procedural Notice 5000-1065
PDF icon Extension of Procedural Notice 5000-1065
Sat, 2014-06-14 00:55 Mon, 02/01/2010
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
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
2402 Form of Detached Assignment for U.S. Small Business Administration Pool Certificate for the First Lien Position 504 Loan Pools (FMLP)
PDF icon tools_sbf_forms_2402.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010

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