SBA forms library
Every form in a 7(a) or 504 package, who signs it, where it goes wrong and what LoanPacket fills in.
SBA Form 1919
Borrower Information Form
4 pages, two sections
Collects applicant business and principal information, ownership, affiliate relationships, prior government debt and character disclosures for every 7(a) application.
Guide
SBA Form 413
Personal Financial Statement
3 pages plus schedules
A statement of personal assets, liabilities and net worth for each guarantor, used to assess outside collateral, liquidity and global cash flow.
Guide
SBA Form 1920
Lender's Application for Loan Guaranty
Varies by processing method; approximately 8 pages for standard 7(a)
The lender's submission to SBA describing the loan structure, use of proceeds, eligibility determinations and credit analysis summary for 7(a) guaranty approval.
Guide
SBA Form 159
Fee Disclosure and Compensation Agreement
2 pages
Discloses compensation paid by the applicant or lender to packagers, brokers, referral agents and other agents in connection with a 7(a) or 504 loan.
Guide
IRS Form 4506-C
IVES Request for Transcript of Tax Return
1 page
Authorizes an IVES participant, typically the lender, to obtain tax return transcripts directly from the IRS to verify the returns submitted in the package.
Guide
SBA Form 1050
Settlement Sheet
2 pages
Documents the disbursement of loan proceeds at closing, reconciling the approved use of proceeds to actual payees and amounts.
Guide
SBA Form 2202
Schedule of Liabilities
1 page
Lists all business fixed debts, used in disaster lending and widely adopted by lenders as the business debt schedule format for 7(a) packages.
Guide
SBA Form 912
Statement of Personal History
2 pages plus attachments
Required when a principal answers yes to certain character questions on Form 1919, providing the detail SBA uses for its character determination.
Guide
Generate every form from one upload.
Forms 1919, 413, 1920, 159 and 4506-C autofill from the returns you already extracted.