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Free Common Business Forms Quick Reference
Balance Sheet
Income Statement
Cash Flow Statement
Form # SBA Form Title or Item
Checklist Check List of Required Papers to be Obtained from Applicants SBA/Bank Financing
1-4 Capital Certificate.
4 SBA Application for Business Loan.
4-a SBA Schedule of Collateral - Exhibit A.
4-i SBA Lenders Application for Guanranty or Participation
27a SBA Participating Security Opinion of Counsel
27b SBA Debenture Opinion of Counsel
84-1 SBA Application for Export Working Capital Guarantee EIB
413 SBA Personal Financial Statement
649 SBA Listing Collateral Documents
770 SBA Financial Statement of Debtor
912 SBA Statement of Personal History
1059 SBA Security Agreement
1059A SBA Instructions for Security Agreement
1224 SBA Grant/Cooperative Agreement Cost Sharing Proposal
1347 SBA Supplemental Guaranty Agreement Preferred Lenders Program (PLP)
1405 SBA Stockholder's Confirmation for Corporate SBIC's
1405a SBA Ownership Confirmation for Partnership
1454 SBA Application for Pool of Guaranteed Interest Certificates
1504 SBA Development Company 504 Debenture
1505 SBA Note - CDC/504 Loans
1505 SBA Instructions for Preparation of SBA Form 1505
1506 SBA Servicing Agent Agreement - Posted 8/99
1531 SBA Application For Certificate Of Competency
1528 SBA Resolution of the Board of Directors of
1624 SBA Certificate Regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion Lower Tier Covered Transactions
1790 SBA Representatives Used and Compensation Paid for Services in Connection with Obtaining Federal Contracts
1846 SBA Statement Regarding Lobbying
2101 SBA CDC Certification (3/99)
2004 Certification to the U.S. Small Business Administration (SBA)
2229 SBA Premier Certified Lenders Program Security Agreement
2230 SBA Loan Loss Reserve Fund Deposit Account Control Agreement
2276-A SBA Gulf Opportunity Pilot Loan Program Guaranty Request
2276-B SBA Supplemental Information for Gulf Opportunity Pilot Loan Program
2276-C SBA Eligibility Information Required for Gulf Opportunity Pilot loan Program Submission
2280 SBA Gulf Opportunity Pilot Loan Program (Authorization)
2281 SBA Gulf Opportunity Pilot Loan Program Borrower Information Form
2282 SBA Gulf Opportunity Pilot Loan Program Servicing Checklist


DISASTER ASSISTANCE FORMS
SBA5 SBA Disaster Business Loan Application
SBA0160 SBA Resolution of Board OF Directors
SBA1366 SBA Borrowers Certification
SBA1368 SBA EIDL Additional Filing Requirements
N/A SBA Instructions for Schedule of Liabilities
SBA159D SBA Fee Disclosure Form and Compensation Agreement
SBA2202 SBA Schedule of Liabilities (Suggested Format)
SBA413 SBA Personal Finance Statement
N/A SBA Tax Information Authorization Instructions
IRS8821 SBA Tax Information Authorization


TECHNICAL ASSISTANCE FORMS
641

 

 

 Fill out first page, take it to your nearest counselor (call first):
Local SBA Office

(Note: second portion of the form will be filled out by a counselor)
641s SBA Request for Counseling - Spanish Version
888 Management Training Report
2226 Information Transfers


CONTRACTING & SURETY BONDING FORMS
723 Small Business Certification Required on all Preferential Sales of Set-Aside Timber
990 SBA Surety Bond Guarantee Agreement
991 SBA Surety Bond Guarantee Addendum
994 SBA Application for Surety Bond Guarantee Assistance
994b SBA Surety Bond Guarantee Underwriting Review
994c SBA Surety Bond Guarantee Review Update
994f SBA Schedule of Uncompleted Work (Surety Bond)
994h SBA Default Report, Claim for Reimbursement, and Record of Admin Action (Surety Bond)


SMALL DISADVANTAGED BUSINESS & 8(A) ASSISTANCE FORMS
SBA20 Training Program Evaluation
1010

 

 

 SBA - Application for 8(a) Business Development (8(a)BD) and Small Disadvantaged Business (SDB) Certification.
Replaces SBA forms: 1010A, 1010B-PROP, 1010B-PART, 1010B-LLC, 1010B-CORP, 2065-Sole Prop, 2065-Part, 2065-LLC, 2065-Corp
AIT
1010B		 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
ANC
1010B		 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
CDC
1010B		 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
NHO
1010B		 8(a) Business Development (BD) Program Application Native Hawaiian Corporation-Owned Concern
1010C 8(a) Business Plan SBA Statement on Representatives and Fees - Updated as of 7/01
1450 8(a) Annual Update
1623 Certificate Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions


MISCELLANEOUS FORMS
722 EEO Poster
898 Candidate for Person of the Year
1261 Statements Required by Laws and Executive Orders
SF 269 Financial Status Report
SF 272 Federal Transaction Report
SBA 1993 Federal Agency Comment Form


IRS FORMS
4506-T Request for Transcript of Tax Return
12196 Small Business Tax Product Order Form
(Note: This form is used by BICs, SBDCs, SCORE Counselors and organizations conducting Small Business Tax Workshops)
SS-4 Application for Employer Identification Number
(Online Application)


SBA PARTNER FORMS

LENDER FORMS
4-i Lenders Application for Guaranty or Participation
Form
147 Version 4.1		 Note - 7(a) Loans.
Inst
147		 Instructions for SBA Form 147.
148 Unconditional Guarantee.
148L Unconditional Limited Guarantee.
Inst
148		 Instructions for SBA Forms 148/148L
155 Standby Agreement.
159 (7a) Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(A) Loan
159 (504) FEE Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 504 Loan
172 Transaction Report on Loan Serviced by Lender  
sba750 Loan Guaranty Agreement
sba750b Loan Guaranty Agreement for Short-Term Loan
1031 Portfolio Financing Report
1050 Settlement Sheet
1062 Small Business Development Center Counseling Record
1081 Statement of Personal History
1086 Secondary Participation Guaranty Agreement
1128 Guaranty Loan Purchased
1149 Lender's Transcript of Account  
1150 Offer in Compromise
1244 Application for Section 504 Loan
1246 Application for Certification as a CDC
1253 Certified Development Company (CDC) Annual Report Guide
1253 Job Creation Calculation Attachment to 1253

SBIC FORMS
355 Application For Small Business Size Determination
480 Size Status Declaration
601 Agreement of Compliance
652 Assurance of Compliance for Nondiscrimination

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Information for Small Business 2008