Fill and Sign U.S. Small Business Administration Forms

239
total templates

The United States 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 business 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.

SBA Forms

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, form number or name, and use Adobe Acrobat Reader - a free software application - to view and fill in the downloaded files.

 

Documents

239

SBA Form 159 "Fee Disclosure and Compensation Agreement"

Rate (4.6 / 5) 113 votes
Size: 298 KB
3 pages

Download this form in order to identify a third party agent hired by a small business owner for assistance in a Small Business Administration (SBA) loan application.

SBA Form 770 "Financial Statement of Debtor"

Rate (4.3 / 5) 64 votes
Size: 190 KB
4 pages

This is a financial statement of a debtor used to collect information about the status of their finances when applying for an Offer in Compromise (OIC).

SBA Form 355 "Information for Small Business Size Determination"

Rate (4.8 / 5) 79 votes
Size: 264 KB
8 pages

This form is used by small business owners to request an assessment of the size of their business done by the Small Business Administration (SBA) in order to qualify for a loan.

SBA Form 147 "Note - 7(A) Loans"

Rate (4.3 / 5) 61 votes
Size: 70 KB
6 pages

This document is used as a promise by the borrower to pay a certain amount to the lender, as well as any interest and other amounts on the unpaid principal balance owing.

SBA Form 148 "Unconditional Guarantee"

Rate (4.3 / 5) 83 votes
Size: 47 KB
5 pages

Use this document if you are a lender and the guarantor is liable for the repayment of the entire amount of the borrower's loan.

SBA Form 155 "Standby Creditor's Agreement"

Rate (4.8 / 5) 34 votes
Size: 40 KB
2 pages

Use this document to formalize a subordination of lien rights of the Standby Creditor to the Small Business Administration (SBA) Lender's rights in the collateral.

SBA Form 652 "Assurance of Compliance for Nondiscrimination"

Rate (4.5 / 5) 54 votes
Size: 78 KB
1 page

The form is submitted with the Small Business Investment Company (SBIC)'s letter of application for a commitment by the Small Business Administration (SBA) to reserve financial assistance on its behalf. The form ensures that there will be no discrimination on any grounds in regard to any business or activity that has received financial assistance from the SBA.

SBA Form 723 "Small Business Certification Required on All Preferential Sales of Set-Aside Timber"

Rate (4.5 / 5) 73 votes
Size: 33 KB
1 page

Sign this form if you are a purchaser of timber to certify that your sales contract is in accordance with the 13 CFR 121 of the Small Business Administration (SBA).

SBA Form 1504 "Development Company 504 Debenture"

Rate (4.7 / 5) 58 votes
Size: 124 KB
3 pages

This form is required to be filled out by the Certified Development Company (CDC) to report the debenture payment schedule of development companies.

SBA Form 1505 "Note (CDC/504 Loans)"

Rate (4.5 / 5) 76 votes
Size: 59 KB
5 pages

This form serves as evidence of a 504 Loan from the proceeds of a 504 Debenture. The Certified Development Company (CDC) signs this Note to assign it to the Small Business Administration (SBA).

SBA Form 2286 "504 Debenture Closing Checklist"

Rate (4.5 / 5) 44 votes
Size: 267 KB
6 pages

This form is used by Certified Development Companies (CDCs) and the Small Business Administration (SBA) for 504 loan and guarantee debenture closings.

SBA Form 2450 "504 Eligibility Checklist (Non-pclp)"

Rate (4.3 / 5) 77 votes
Size: 1 MB
6 pages

This document is completed by a Certified Development Company (CDC) to help the Small Business Administration (SBA) to apply for a Section 504 Loan.

SBA Form 1244 "Application for Section 504 Loan"

Rate (4.5 / 5) 94 votes
Size: 1 MB
13 pages

This form is used by the Small Business Administration (SBA) to determine a loan applicant's creditworthiness, indebtedness, and overall eligibility for the SBA Section 504 loan.

SBA Form 1919 "SBA 7(A) Borrower Information Form"

Rate (4.4 / 5) 63 votes
Size: 332 KB
7 pages

This form is issued by the Small Business Administration (SBA) and used by small businesses applying for a 7(a) loan and submitted to the SBA participating lender.

SBA Form 1031 "Portfolio Financing Report"

Rate (4.6 / 5) 53 votes
Size: 235 KB
2 pages

This form is completed by small business investment companies (SBICs). It serves as a source of information for compiling statistics by the Small Business Administration (SBA).

SBA Form 3301 "Nomination Form for Small Business Person of the Year - National Small Business Week"

Rate (4.7 / 5) 58 votes
Size: 293 KB
8 pages

Use this form for self-nomination or if you wish to nominate a candidate for the Small Business Administration (SBA) Award.

SBA Form 3300 "Award Nominee Background Form"

Rate (4.6 / 5) 108 votes
Size: 195 KB
6 pages

This document is used by the individual, team or business nominated for a Small Business Administration (SBA) Award in order to provide their personal information.

SBA Form 2449 "Community Advantage Addendum - 7(A) Pilot Program"

Rate (4.8 / 5) 51 votes
Size: 161 KB
1 page

Submit this form to the Small Business Administration (SBA) if you wish to apply for a Community Advantage Loan Program.

SBA Form 1010 "Representative Form 1010 Business"

Rate (4.8 / 5) 51 votes
Size: 136 KB
1 page

This form was used by firms to inform the Small Business Administration (SBA) of the representatives hired and compensation paid for assistance with their 8(a) Initial Application.

SBA Form 2463 "Franchisor Certification for Use With SBA Negotiated Addendum"

Rate (4.3 / 5) 45 votes
Size: 30 KB
1 page

This form used to be previously completed by Franchisors. It was previously attached to the SBA Form 2462 (Addendum to Franchise Agreement).

SBA Form 1081 "Statement of Personal History (For Use by Lenders)"

Rate (4.5 / 5) 82 votes
Size: 142 KB
4 pages

This form is used and sent to the Small Business Administration (SBA). It verifies your eligibility for participation in the Agency's loan programs.

SBA Form 2416 "Lender Certification for Refinanced Loan"

Rate (4.3 / 5) 32 votes
Size: 102 KB
2 pages

This certification is to be executed by the Third Party lender holding the debt to be refinanced. The debt is from the same institution and there is no interim lender.

SBA Form 2288 "Interim Lender Certification"

Rate (4.5 / 5) 56 votes
Size: 104 KB
3 pages

This form is filed in order to close a Small Business Administration (SBA) 504 loan and guarantee debenture.

SBA Form 1790 "Semi-annual Report on Representatives Used and Compensation Paid for Services in Connection With Obtaining Federal Contracts"

Rate (4.3 / 5) 70 votes
Size: 74 KB
2 pages

This form is used by all 8(a) participants to report to the Small Business Administration (SBA) compensation provided to any agents or representatives for assistance in obtaining a federal contract.

SBA Form 1368 "Additional Filing Requirements Economic Injury Disaster Loan (Eidl), and Military Reservist Economic Injury Disaster Loan (Mreidl)"

Rate (4.8 / 5) 25 votes
Size: 251 KB
2 pages

Use this form to enter information on the business's monthly revenue for three years prior to the disaster. You can also use this form to provide your financial forecast of income and expenses until the time when you estimate your business will operate normally.

SBA Form 1149 "Lender's Transcript of Account"

Rate (4.6 / 5) 56 votes
Size: 184 KB
2 pages

This document keeps track of the disbursement of 7(a) Loan proceeds and the applications of payments. It allows to determine the date the loan went into default and to assess how much interest the lender is receiving.

SBA Form 2414 "Women Owned Small Business (WOSB) Program Certification - Economically Disadvantaged or Edwosbprogram"

Rate (4.6 / 5) 44 votes
Size: 233 KB
6 pages

Complete this form if you are an applicant of an Economically Disadvantaged Women-Owned Small Business (EDWOSB) program to ensure your business meets the requirements for participation.

SBA Form 2413 "Women Owned Small Business (WOSB) Program Certification"

Rate (4.6 / 5) 42 votes
Size: 241 KB
5 pages

This form needs to be completed by all small businesses in order to submit an offer of solicitation under the Small Business Administration (SBA) WOSB Program.

SBA Form 2237 "7(A) Loan Post Approval Action Checklist"

Rate (4.4 / 5) 48 votes
Size: 49 KB
1 page

Use this form if you are a lender to notify the SBA of the following actions conducted after the loan was approved: closing the loan, changes in the borrower's legal or business name, and the like.

SBA Form 1450 "8(A) Annual Update"

Rate (4.8 / 5) 68 votes
Size: 1 MB
11 pages

This form is used by the participants of 8(a) programs to prove they meet the eligibility requirements of the program.

SBA Form 159D "Fee Disclosure Form and Compensation Agreement for Agent Services in Connection With an SBA Disaster Assistance Loan"

Rate (4.3 / 5) 82 votes
Size: 123 KB
2 pages

This form is used by business owners for agent services regarding a Small Business Administration (SBA) Disaster Assistance loan.

SBA Form 148L "Unconditional Limited Guarantee"

Rate (4.5 / 5) 71 votes
Size: 63 KB
6 pages

This form is completed by a guarantor of the loan. It contains an unconditional promise to pay the debt on the loan, in case the borrower fails to pay it.

SBA Form 1711 "Certification Regarding Lobbying"

Rate (4.4 / 5) 63 votes
Size: 67 KB
1 page

This Certification Regarding Lobbying is a Small Business Administration (SBA) form used with grants, contracts, loans, and cooperative agreements.

SBA Form 1846 "Statement Regarding Lobbying - Statement for Loan Guarantees and Loan Insurance"

Rate (4.8 / 5) 72 votes
Size: 23 KB
1 page

This Statement Regarding Lobbying form is required for closing a Small Business Administration (SBA) Statement for loan guarantees and loan insurance.

SBA Form 1623 "Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions"

Rate (4.7 / 5) 53 votes
Size: 40 KB
2 pages

Sign this document if you are a prospective primary participant in a federal program or service and wish to receive benefits or services. This form is used to provide the necessary certification.

SBA Form 1150 "Offer in Compromise"

Rate (4.7 / 5) 99 votes
Size: 23 KB
2 pages

Download this form if you are a borrower who is unable to repay a loan after liquidation and agree to settle with a lender for less than the full amount due.

SBA Form 2288R "Interim Lender Certification for Refinanced Loan"

Rate (4.8 / 5) 64 votes
Size: 108 KB
3 pages

Complete this certification if you are an Interim Lender taking part in the 504 Debt Refinance Loan.

SBA Form 468.1 "Corporate Annual Financial Report"

Rate (4.7 / 5) 62 votes
Size: 7 MB
21 pages

This form is used by Small Business Investment Companies (SBICs) to submit their corporate annual reports.

SBA Form 1010C "U.S. Small Business Administration 8(A) Business Plan"

Rate (4.3 / 5) 96 votes
Size: 1 MB
35 pages

This form is used by each certified SBA 8(a) Participant. It is a comprehensive business plan that contains 52 questions about the product or service with a detailed description and plans for future development.