SBA1Step Client Forms

Already have a Quote From Another Lender?
Email Us the Terms and We'll See if We Can Offer A More Competitive Deal

SBA1Step Offers More Complete Financial Solutions For Your SBA Lending Needs

While the number of forms below is intimidating, only certain individual forms may be required; depending upon the types of Small Business Programs and Desired Lending Options.

We WILL assist you in determining which forms below are needed for Your Special Circumstances.

Credit Authorization Form

20+ Page Fillable Application From Former top 10 SBA Lender. Good Package SBA Application Form

Checklist	Check List of Required Papers to be Obtained from Applicants SBA/Bank Financing
BS	Balance Sheet
IS	Income Statement
CF	Cash Flow Statement
1-4	Capital Certificate.
4	Application for Business Loan.
4-a	Schedule of Collateral - Exhibit A.
4-i	Lenders Application for Guaranty or Participation
27a	Participating Security Opinion of Counsel
27b	Debenture Opinion of Counsel
84-1	Application for Export Working Capital Guarantee EIB
159(7a)	Fee Disclosure Form and Compensation Agreement
159(504)	Fee Disclosure Form and Compensation Agreement
413	Personal Financial Statement
601	Agreement of Compliance
649	Listing Collateral Documents
770	Financial Statement of Debtor
912	Statement of Personal History
1059	Security Agreement
1059A	Instructions for Security Agreement
1088	Form of Detached Assignment for U.S. Small Business Administration Loan Pool or Guaranteed Interest Certificate
1149	Lender's Transcript of Account
1224	Grant/Cooperative Agreement Cost Sharing Proposal
1244	Application for Section 504 Loan
1347	Supplemental Guaranty Agreement Preferred Lenders Program (PLP)
1405	Stockholder's Confirmation for Corporate SBIC's
1405a	Ownership Confirmation for Partnership
1454	Application for Pool of Guaranteed Interest Certificates
1504	Development Company 504 Debenture
1505	Note - CDC/504 Loans
1505	Instructions for Preparation of SBA Form 1505
1506	Servicing Agent Agreement
1531	Application For Certificate Of Competency
1528	Resolution of the Board of Directors of
1624	Certificate Regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion Lower Tier Covered Transactions
1846	Statement Regarding Lobbying
1919	SBA EXPRESS & COMMUNITY EXPRESS BORROWER INFORMATION FORM
1920	SBA Form 1920SX PartA
1920b	SBA Form 1920SX PartB
1920c	SBA Form 1920SX PartC
2101	CDC Certification
2004	Certification to the U.S. Small Business Administration (SBA)
2229	Premier Certified Lenders Program Security Agreement
2230	Loan Loss Reserve Fund Deposit Account Control Agreement
2233	PCLP Quarterly Loan Loss Reserve Report
2234a	PCLP Guarantee Request
2234b	Supplemental Information for PCLP Processing
2234c	ELIGIBILITY INFORMATION REQUIRED FOR PCLP SUBMISSION
2237	7 (A) LOAN POST APPROVAL ACTION CHECKLIST
2238	SBAEXPRESS/PATRIOT EXPRESS GUARANTY REQUEST (ELIGIBILITY AUTHORIZED)
2276-A	Gulf Opportunity Pilot Loan Program Guaranty Request
2276-B	Supplemental Information for Gulf Opportunity Pilot Loan Program
2276-C	Eligibility Information Required for Gulf Opportunity Pilot loan Program Submission
2280	Gulf Opportunity Pilot Loan Program (Authorization)
2281	Gulf Opportunity Pilot Loan Program Borrower Information Form
2282	Gulf Opportunity Pilot Loan Program Servicing Checklist.
2301-A	Lender Advantage - Small Business Application
2301-B	Lender's Advantage -Application for Guaranty
2301-C	Lender's Advantage - Eligibility Questionnaire
2310	SUPPLEMENTAL GUARANTY AGREEMENT PREFERRED LENDERS PROGRAM (PLP) for EXPORT WORKING CAPITAL PROGRAM (EWCP) LOANS
2315	America's Recovery Capital (ARC) Borrower Information Form
2316-A	America's Recovery Capital (ARC) Loan Guaranty Request
2316-B	Lender's Supplemental Information For America's Recovery Capital (ARC) Loan Guaranty Request
2316-C	Eligibility Information Required For America's Recovery Capital (ARC) Loan Submission

Useful Phone Numbers
and Addresses

Experian (formerly TRW)

P.O. Box 2104
Allen, TX 75013-0949
(888) 397-3742

Federal Trade Commission

Consumer Response Center
(888) 382-4357

Trans Union Corp.

760 W. Sproul Rd.
Springfield, PA 19064-0390
(800) 888-4213

Equifax

P.O. Box 740241
Atlanta, GA 30374-0241
(800) 685-1111