The U.S. Small Business Administration - or the SBA - is a federal agency tasked with supporting to entrepreneurs and small businesses. The agency helps business owners start, upkeep, and grow their businesses by connecting them with lenders and providing area-specific financial assistance.
SBA Loans are meant to provide additional support to entrepreneurs and are made through partnering lenders, banks, and credit unions. The SBA provides a government-backed guarantee on a portion of the loan enhanced under the Recovery Act and the Small Business Jobs Act. All necessary SBA Loan forms can be found by choosing an applicable program and browsing the links below for the SBA loan documents specific to your particular case.
Popular U.S. Small Business Administration (SBA) Forms
You may file a variety of Small Business Administration Forms to start, purchase, or expand your business. Additionally, you will be able to manage your expenses better, fund long-term assets, equipment, and facilities, and hire new employees. In current economic circumstances, loans that allow small businesses to revitalize their activities and even survive are widely used by thousands of companies all over the country.
The documents you see in our guide will help you to know more about the SBA loan application process and the eligibility requirements your business must comply with to qualify for a much-needed loan. Learn how tofill out loan documentation, request the release from future loan payments, and build a secure and respectful relationship with the SBA-approved lender to minimize the risk of nonpayment and harassment.
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SBA Form 5, Disaster Business Loan Application. This is the main form business owners complete to ask the SBA for financial help to repair or replace real property damaged or destroyed during the natural disaster - an application helps to determine the eligibility and creditworthiness of the applicant;
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SBA Form 912, Statement of Personal History, serves as a formal SBA assessment that allows them to scrutinize the business owner's character, moral standing, and a possible criminal record - the SBA will lend money to people they know about and trust;
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SBA Form 1368, Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL). If you need to obtain a disaster loan, demonstrate how the disaster affected your company's financial position and justify the requested size of the loan;
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SBA Form 1919, SBA 7(A) Borrower Information Form, collects information about the small business, its owners and principals, and their personal histories, contains the details of the loan request, and makes subsequent background checks conducted by the SBA easier;
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SBA Form 2202, Schedule of Liabilities. Borrowers are welcome to use this document to list their debts when filing an application for a disaster loan as a result of economic or physical damage;
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SBA Form 3506, CARES Act Section 1102 Lender Agreement, lets non-SBA lenders issue 7(a) loans in accordance with the PPP regulations. The lender must confirm they comply with the eligibility requirements, provide the information about their business, and agree to act in line with the PPP loan program.
Browse SBA Forms by Category
SBA Forms and SBA Publications play a key role in accessing small business loans and financial support as well as starting and managing your own business. Printable and fillable PDF versions of most Small Business Administration Forms are available for download below - some are complete with step-by-step instructions and filing tips. Search the latest forms by program and use Adobe Acrobat Reader - a free software application - to view and fill in the downloaded files.
SBA 7(a) Program Forms
- 10 Tab Express Purchase Demand Kit;
- 10 Tab Express Purchase Demand Kit with ARC Loan provisions;
- 7(a) Risk Based Lender Review;
- 7(a)/SBA Express Servicing Action Supporting Schedule;
- ARC 10 Tab PDK (Purchase Demand Kit);
- ARC Loan Liquidation Form;
- Authorization (SBA Express/Export Express Loan);
- Care and Preservation of Collateral (CPC) Tabs;
- Express Purchase Demand Kit;
- Lender Certification - Express SLA;
- NGPC CPC Status and Payment Statement;
- Offer In Compromise (OIC) Tabs;
- Regular 7(a) Guaranty Purchase Package Tabs;
- Reinstatement of SBA Guaranty;
- Request to Honor SBA 7(a) Loan Guaranty;
- Risk Management Data Base Form;
- SBA Assignment Form;
- SBA Charge Off Tabs/Wrap-Up Report;
- SBA Standard Loan Note (Form 147);
- SBA Wire Transfer Form;
- Transfer of Participation Agreement;
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SBA Form 147, Note - 7(a) Loans;
- SBA Form 148, Unconditional Guarantee;
- SBA Form 148-L, Limited Guarantee;
- SBA Form 155, Standby Creditor's Agreement;
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SBA Form 159, SBA Form 159D;
- SBA Form 413, Personal Financial Statement - 7(a)/504 Loans and Surety Bonds;
- SBA Form 601, Agreement of Compliance;
- SBA Form 722, Equal Employment Opportunity Statement;
- SBA Form 750EX, SBA Supplemental Guaranty Agreement Export Working Capital Program;
- SBA Form 770, Financial Statement of Debtor;
- SBA Form 912, Statement of Personal History;
- SBA Form 1050, Settlement Sheet (Use of Proceeds Certification);
- SBA Form 1059, Security Agreement;
- SBA Form 1128, Guaranty Loan Purchased;
- SBA Form 1149, Lender's Transcript of Account;
- SBA Form 1150, Offer in Compromise;
- SBA Form 1454, Application for Pool of Guaranteed Interest Certificates;
- SBA Form 1502, SBA Form 1502 and Instructions;
- SBA Form 1711, Certification Regarding Lobbying;
- SBA Form 1919, Borrower Information Form;
- SBA Form 1920, Lender's Application for Guaranty;
- SBA Form 1971, Religious Eligibility Worksheet;
- SBA Form 1979, Liquidation Plan Format;
- SBA Form 2237, 7(a) Loan Post Approval Action Checklist;
- SBA Form 2404, Application to Become a Loan Pool Originator For First Mortgage Loan Pool (FMLP) Program;
- SBA Form 2417, Intermediary Lending Pilot (ILP);
- SBA Form 2419, ILP Electronic Reporting System (ILPERS);
- SBA Form 2424, Supplemental Loan Agreement SBA Express Program;
- SBA Form 2426, Supplemental Loan Agreement Export Express Program;
- SBA Form 2449, Community Advantage Addendum (7(a) Pilot Program);
- SBA Form 2462, Addendum to Franchise Agreement;
- SBA Form 2464, Annual Franchisor Certification;
- SBA Form 2481, Certification for Historic Property Review for SBA Loan;
- SBA Form CAP-1050, Lender's Semi-Annual Funds Disbursement Report.
SBA CDC/504 Program Forms
- 503/504 Liquidation Wrap Up Report;
- ALP/CDC Unilateral Action Notification;
- CDC Quarterly Status Update Report;
- Offer In Compromise (OIC) Tabs;
- PCLP/CDC Unilateral Action Notification;
- Power of Attorney Agreement;
- SBA Form 148, Unconditional Guarantee;
- SBA Form 148-L, Limited Guarantee;
- SBA Form 155, Standby Creditor's Agreement;
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SBA Form 159, SBA Form 159D;
- SBA Form 413, Personal Financial Statement - 7(a)/504 Loans and Surety Bonds;
- SBA Form 601, Agreement of Compliance;
- SBA Form 722, Equal Employment Opportunity Statement;
- SBA Form 912, Statement of Personal History;
- SBA Form 1059, Security Agreement;
- SBA Form 1081, Statement of Personal History;
- SBA Form 1244, Application for Section 504 Loans;
- SBA Form 1246, Application for Certification as a Certified Development Company;
- SBA Form 1253, Certified Development Company (CDC) Annual Report Guide;
- SBA Form 1253A, Format Example for Analysis of 504 Impact;
- SBA Form 1504, Development Company 504 Debenture;
- SBA Form 1505, Note - CDC/504 Loans;
- SBA Form 1506, Servicing Agent Agreement;
- SBA Form 1528, Resolution of the Board of Directors;
- SBA Form 1971, Religious Eligibility Worksheet;
- SBA Form 2101, CDC Certification;
- SBA Form 2229, Premier Certified Lenders Program Security Agreement;
- SBA Form 2230, Premier Certified Lenders Program Control Agreement;
- SBA Form 2233, Premier Certified Lenders Program (PCLP) Quarterly Loan Loss Reserve Report;
- SBA Form 2234 (Part A), Premier Certified Lenders Program (PCLP) Guarantee Request;
- SBA Form 2234 (Part C), Eligibility Information Required for 504 Submission (PCLP);
- SBA Form 2234 (Part B), Supplemental Information for Premier Certified Lender Program (PCLP) Processing;
- SBA Form 2286, 504 Debenture Closing Checklist;
- SBA Form 2287, Third Party Lender Agreement;
- SBA Form 2288, Interim Lender Certification;
- SBA Form 2288R, Interim Lender Certification for Refinanced Loan;
- SBA Form 2289, Borrower and Operating Company Certification;
- SBA Form 2303, 504 Debenture Closing Checklist for Complete File Review;
- SBA Form 2402, Form of Detached Assignment for U.S. Small Business Administration Pool Certificate for the First Lien Position 504 Loan Pools (FMLP);
- SBA Form 2416, Lender Certification for Refinanced Loan;
- SBA Form 2450, 504 Eligibility Checklist (non-PCLP);
- SBA Form 2462, Addendum to Franchise Agreement;
- SBA Form 2463, Franchisor Certification;
- SBA Form 2464, Annual Franchisor Certification;
- SBA Form 2481, Certification for Historic Property Review for SBA Loan.
SBA Community Advantage Forms
- SBA Form 2449, Community Advantage Addendum (7(a) Pilot Program);
- SBA Form 1920, Lender's Application for Guaranty;
- SBA Form 1919, Borrower Information Form;
- SBA Form 2464, Annual Franchisor Certification;
- SBA Form 2462, Addendum to Franchise Agreement;
- SBA Form 750CA Addendum, SBA Community Advantage Pilot Loan Program Loan Guaranty Agreement (Addendum);
- SBA Form 750CA Deferred, SBA Community Advantage Pilot Loan Program Loan Guaranty Agreement (Deferred Participation);
- SBA Form 2301, Community Advantage Lender Participation Application.
SBA Contracting Forms
- A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs);
- Certification of Cash Match and Program Income;
- Forms A-9 through A-12: Budget Detail Worksheet;
- SBA Form LLL, Disclosure of Lobbying Activities;
- SBA Form LLL-A, Disclosure of Lobbying Activities Continuation Sheet;
- SBA Form 269, Financial Status Report;
- SBA Form 272, Federal Cash Transaction Report;
- SBA Form 424B, Assurances - Non-Construction Programs;
- SBA Form 649, Listing Collateral Documents;
- SBA Form 723, Certification for Preferential Sales of Set-Aside Timber;
- SBA Form 1224, Grant/Cooperative Agreement Cost Sharing Proposal;
- SBA Form 3300, Award Nomination Form;
- SBA Form 12196, Small Business Tax Product Order Blank.
SBA Disaster Program Forms
- Borrower's Consent to Verify Information and Third-party Authorization;
- Other Servicing Request Requirement Letter;
- SBA Form 5, Disaster Business Loan Application;
- SBA Form 5C, Disaster Home Loan Application;
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SBA Form 159, SBA Form 159D;
- SBA Form 424D, Assurances - Construction Programs;
- SBA Form 1366, SBA Disaster Assistance Program Borrower's Progress Certification;
- SBA Form 1368, Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL);
- SBA Form 2202, Schedule of Liabilities.
SBA HUBZone Program Forms
- HUBZone Program Certification for Applicants Owned by Indian Tribal Governments;
- HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives;
- HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs, NHOs, or CDCs;
- SBA Form 2408, HubZone Voluntary Decertification Agreement.
SBA National Small Business Week (NSBW) Forms
- SBA Form 3300, Award Nominee Background Form;
- SBA Form 3301, Nomination Form for Small Business Person of the Year;
- SBA Form 3302, Nomination Form for Small Business Exporter of the Year;
- SBA Form 3303, Nomination Form for Phoenix Award for Small Business Disaster Recovery Award;
- SBA Form 3304, Nomination Form for Phoenix Award for Outstanding Contributions to Disaster Recovery, Public Official Award;
- SBA Form 3305, Nomination Form for Phoenix Award for Outstanding Contributions to Disaster Recovery, Volunteer Award;
- SBA Form 3306, Nomination Form for Small Business Prime Contractor of the Year;
- SBA Form 3307, Nomination Form for Small Business Subcontractor of the Year Award;
- SBA Form 3308, Nomination Form for Dwight D. Eisenhower Award for Excellence Award;
- SBA Form 3309, Nomination Form for 8(a) Graduate of the Year Award;
- SBA Form 3310, Nomination Form for Small Business Development Center Excellence and Innovation Center Award;
- SBA Form 3311, Nomination Form for Veterans Business Outreach Center Excellence in Service Award;
- SBA Form 3312, Nomination Form for Women’s Business Center of the Year Award;
- SBA Form 3313, Nomination Form for Jody Raskind Lender of the Year Award;
- SBA Form 3314, Nomination Form for Small Business Investment Company of the Year Award;
- SBA Form 3315, Nomination Form for District Office Awards.
SBA Paycheck Protection Program (PPP) Forms
- CARES Act Section 1102 Lender Agreement;
- Lender Certification for Reinstatement or Correction of Paycheck Protection Program (PPP) Loan;
- SBA Form 2483, PPP First Draw Borrower Application Form;
- SBA Form 2483, PPP First Draw Borrower Application Form (Spanish);
- SBA Form 2483-C, First Draw Borrower Application Form for Schedule C Filers Using Gross Income;
- SBA Form 2483-C, First Draw Borrower Application Form for Schedule C Filers Using Gross Income (Spanish);
- SBA Form 2483-SD, PPP Second Draw Borrower Application Form;
- SBA Form 2483-SD-C, Second Draw Borrower Application Form for Schedule C Filers Using Gross Income;
- SBA Form 2483-SD-C, Second Draw Borrower Application Form for Schedule C Filers Using Gross Income (Spanish);
- SBA Form 2484, Lender Application Form - Paycheck Protection Program Loan Guaranty;
- SBA Form 2484-SD, PPP Second Draw Lender Application Form;
- SBA Form 3506, PPP Lender Agreement;
- SBA Form 3507, PPP Lender Agreement (Non-Bank);
- SBA Form 3508, PPP Loan Forgiveness Application + Instructions;
- SBA Form 3508D, Paycheck Protection Program Borrower’s Disclosure of Certain Controlling Interests;
- SBA Form 3508EZ, PPP EZ Loan Forgiveness Application + Instructions;
- SBA Form 3508S, PPP 3508S Loan Forgiveness Application + Instructions;
- SBA Form 3509, PPP Loan Necessity Questionnaire (For-profit borrowers);
- SBA Form 3509, PPP Loan Necessity Questionnaire (For-profit borrowers) (Spanish);
- SBA Form 3510, PPP Loan Necessity Questionnaire (Non-profit borrowers);
- SBA Form 3510, PPP Loan Necessity Questionnaire (Non-profit borrowers) (Spanish).
SBA Operations Forms
- Award Nomination Consent Form;
- Minnesota Expression of Interest Form;
- SBA Form LLL, Disclosure of Lobbying Activities;
- SBA Form LLL-A, Disclosure of Lobbying Activities Continuation Sheet;
- SBA Form 85P-S, Supplemental Questionnaire for Selected Positions;
- SBA Form 86A, Continuation Sheet for Questionnaires SF 86, SF 85 P, and SF 85;
- SBA Form 272, Federal Cash Transaction Report;
- SBA Form 649, Listing Collateral Documents;
- SBA Form 898, Advisory Committee Membership Nominee Information Form;
- SBA Form 1062, Small Business Development Center Counseling Record;
- SBA Form 2137, Small Business Week Consent for Disclosure of Information;
- SBA Form 2219, OA Grant Performance Report;
- SBA Form 3881, ACH Vendor/Miscellaneous Payment Enrollment Form.
SBA Women-Owned Small Business (WOSB) Forms
- SBA Form 2413, Women Owned Small Business (WOSB) Program Certification - WOSBs;
- SBA Form 2414, Women Owned Small Business (WOSB) Program Certification – Economically Disadvantaged or EDWOSB.
SBA Small Business Investment Company (SBIC) Forms
- Debit Authorization (SBICs);
- Request for Approval of Transfer Certificate;
- SBA Form 25PC, Model Corporate Resolution for SBA Commitment;
- SBA Form 25PCGP, Model Corporate General Partner Resolution for SBA Commitment;
- SBA Form 25LLGP, Model Limited Liability General Partner Certificate for SBA Commitment;
- SBA Form 27CLMI, Debenture Opinion of Counsel;
- SBA Form 27B, Debenture Opinion of Counsel;
- SBA Form 27D, Early Stage Current Pay Debenture Opinion of Counsel;
- SBA Form 27E, Early Stage Discount Debenture Opinion of Counsel;
- SBA Form 27F, Energy Saving Debenture Opinion of Counsel;
- SBA Form 33, Authorization to Disburse Proceeds;
- SBA Form 34, Bank Identification Form;
- SBA Form 355, Information For Small Business Size Determination;
- SBA Form 444C, Debenture Certification Form;
- SBA Form 468 1, Corporate Annual Financial Report;
- SBA Form 468 2, Partnership Annual Financial Report;
- SBA Form 468 3, Partnership Quarterly Financial Report;
- SBA Form 468 4, Corporate Quarterly Financial Report;
- SBA Form 480, Size Status Declaration;
- SBA Form 652, Assurance of Compliance for Nondiscrimination;
- SBA Form 856, Disclosure Statement Leveraged Licensees;
- SBA Form 856A, Disclosure Statement Non-Leveraged Licensees;
- SBA Form 857, Request for Information Concerning Portfolio Financing by SBICs;
- SBA Form 1031, Portfolio Financing Report;
- SBA Form 1065, Applicant Licensee's Assurance of Compliance (Public Interest);
- SBA Form 1405, Stockholder's Confirmation for Corporate SBICs;
- SBA Form 1405A, Ownership Confirmation for Partnership SBICs;
- SBA Form 1846, Statement Regarding Lobbying ;
- SBA Form 1926, SBA Success Story;
- SBA Form 1941A, Financing Eligibility Statement - "Social Disadvantage";
- SBA Form 1941B, Financing Eligibility Statement - "Social Disadvantage";
- SBA Form 1941C, Financing Eligibility Statement - "Economic Disadvantage";
- SBA Form 2098, Instrument of Admission or Increase in Commitment for a Preferred Limited Partner;
- SBA Form 2162, 10-Yr LMI Debenture Certification Form;
- SBA Form 2163, 5-Yr LMI Debenture Certification Form;
- SBA Form 2183, Exhibit K - Capital Certificate;
- SBA Form 2207, NMVC Debenture;
- SBA Form 2208, Amendment to NMVCC Application;
- SBA Form 2209, Opinion of Counsel for NMVC Debenture;
- SBA Form 2210, Instructions for NMVC Debenture Draw;
- SBA Form 2217, Request for SBA Approval of Management Services Fees;
- SBA Form 2428, SBIC Financing Eligibility Statement for Usage of Energy Saving Debenture;
- SBA Form 2432, Early Stage Discount Debenture Certification;
- SBA Form 2433, 10 Yr Energy Saving Debenture Certification;
- SBA Form 2434, 5 Yr Energy Saving Debenture Certification;
- SBA Form 2435, Early Stage Current Pay Debenture Certification.
SBA Surety Bonds Forms
- SBA Form 275, Reinsurance Agreement In Favor of the United States;
- SBA Form 413, Personal Financial Statement - 7(a)/504 Loans and Surety Bonds;
- SBA Form 990, Surety Bond Guarantee Agreement;
- SBA Form 990A, Quick Bond Guarantee Application and Agreement;
- SBA Form 991, Surety Bond Guarantee Agreement- Addendum;
- SBA Form 994, Application for Surety Bond Guarantee Assistance;
- SBA Form 994B, Surety Bond Guarantee Underwriting Review;
- SBA Form 994F, Schedule of Work in Process;
- SBA Form 994H, Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Report of Recoveries;
- SBA Form 994R, Application for Surety Bond Guarantee Assistance – Rider Under the American Recovery and Reinvestment Act of 2009;
- SBA Form 1623, Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions.
Miscellaneous SBA Forms
- Shuttered Venue Operators Grant - 4506T Form;
- Drug-Free Workplace Certification.
Small Business Debt Consolidation Forms
Small Business Debt Consolidation Forms will reduce the pressure of owing money to creditors and help you to save finances while paving a path toward financial security. Browse the latest Small Business Debt Consolidation Forms through this link.
Small Business Debt Relief Forms
Small Business Debt Relief is a set of proposals implemented by the SBA that are necessary for companies that owe money for certain purposes (like business development) but became unable to implement their obligations and pay off their debt.
Browse the latest Small Business Debt Relief Forms through this link.
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