SBA 7a Application Forms

Call us for help in completing the forms: (866) 777-2341

LOAN APPLICATION FORMS QUICK REFERENCE GUIDE
PLP Loan Submission – Maximum Loan Size = $5,000,000
--		Lender Checklist for Submitting PLP Loan Requests
7		Eligibility Information Required for PLP Submission
1920 SX (Part B)		Supplemental Information for SBA Express, Export Express, Pilot Loan Programs and PLP Processing
In addition to the above PLP forms a full Standard 7(a) package is required for the file (See back)
Small Loan Advantage (SLA) – Maximum Loan Size = $250,000 (Eligibility Limited to PLP Lenders)
7		Eligibility Information Required for PLP Submission
2301 (Part A)		Lender Advantage Initiative Small Business Application Form
2301 (Part C)	Lender Advantage Initiative Eligibility Questionnaire		Only required if SID refinance, otherwise use Form 7
2301 (Part B)		Lender’s Application for Guaranty
SBA Express – Temporary Maximum Loan Size = $1,000,000 / Patriot Express – Maximum Loan Size = $500,000
1919		SBA Express and Pilot Loan Programs (Export Express, Community Express, and Patriot Express) Borrower Information Form
1920 SX (Part C)		Eligibility Information Required for SBA Express, Export Express and Pilot Loan Program (Community Express and Patriot Express) Submissions
1920 SX (Part A)		SBA Express, Export Express and Pilot Loan Programs (Community Express, Patriot Express, and Dealer Floor Plan) Guaranty Request
1920 SX (Part B)		Supplemental Information for SBA Express, Export Express, Pilot Loan Programs and PLP Processing
Authorization (SBA Express/Patriot Express Loan) – You may also use the Standard 7(a) Loan Authorization Wizard found here: National 7(a) Authorization Boilerplate (highly encouraged)
Small/Rural Lender Advantage (S/RLA) – Maximum Loan Size = $350,000
2301 (Part A)		Lender Advantage Initiative Small Business Application Form
2301 (Part C)		Lender Advantage Initiative Eligibility Questionnaire
2301 (Part B)		Lender’s Application for Guaranty
In addition to the above forms – you must include with you submission your internal credit memo that follows the required RLA analysis guidelines noted on 2301B
Standard 7(a) – Maximum Loan Size = $5,000,000
--		SBA Eligibility Questionnaire For Standard 7(a) Guaranty
--		Standard 7(a) Guaranty Application Submission Instructions
4-I		Lender's Application for Guaranty or Participation
4		Application for Business Loan
4-A		SBA Form 4-A: Schedule of Collateral - Exhibit A
147		SBA Form 147: Note - 7(a) Loans
148L		Unconditional Limited Guarantee
148		Unconditional Guarantee
155		Standby Creditor's Agreement
159 (7a)		Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan
160		SBA Form 160: Resolution of Board of Directors
413		Personal Financial Statement
601		Agreement of Compliance
722		SBA FORM 722 (10-02)
912		Statement of Personal History
1050		Settlement Sheet (Use of Proceeds Certification)
1059		SBA Form 1059: Security Agreement
1502		Guaranty Loan Status & Lender Remittance Form
1624		Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions
1846		Statement Regarding Lobbying
2237		7(a) Loan Post Approval Action Checklist
4506-T		Request for Transcript of Tax Return
--		National 7(a) Authorization Boilerplate

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