COVID-19 relief options and additional resources

Personal Financial Statement

Transaction Report on Loan Serviced by Lender

Standby Creditor's Agreement

SBA uses Form 912 as one part of its assessment of program eligibility. Please reference SBA Regulations and Standard Operating Procedures if you have any questions about who must submit this form and where to submit it.

Section 13 of the Small Business Act (15 USC §642) requires that a small business SBA loan applicant (“Applicant”) identify the names of persons engaged by or on behalf of the Applicant for the purpose of expediting the application and the fees paid or to be paid to any such person. 13 C.F.R., Part 103.5 requires any Agent to execute and provide to SBA a compensation agreement (“Agreement”). showing the compensation charged for services rendered or to be rendered to the Applicant or lender in any matter involving SBA assistance.

Joint Application for Export Working Capital Guarantee

Settlement Sheet (Use of Proceeds Certification)

Servicing and Liquidation Actions 7(a) Lender Matrix

In order for SBA to process your request for approval of an OIC the following tabs must be completed. Please be sure to complete all information requested and provide the appropriate supporting documentation as noted. If any information is not provided, please provide an explanation. Once your package is received it will be assigned to a loan specialist for review. If the loan specialist reviewing your case needs any additional information they will contact you directly.


The following information is being provided in compliance with the Code of Federal Regulations, Section120.830, which requires the CDC provide a quarterly service status report to SBA on each loan in its portfolio which is 60 days or more past due. Please respond within 30 days following the end of the quarter.


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