Forms

SBA CA Program Forms:

Who Should Complete?

  • Owners of 20% or more of the applicant business
  • Personal Guarantors
  • A joint statement is required if married
Personal Financial Statement Form (SBA 413) SBA 7(a) Form Download Form »

Who Should Complete? 

  • All owners of 20% or more of the applicant business and/or operating company
  • If you are not a U.S. Citizen, you will need to attach a copy of your Registration Card
  • All officers of the applicant business 
  • Any person hired by applicant to manage day-to-day operations
Statement of Personal History Form (SBA 912) SBA 7(a) Form Download Form »
Who Should Complete? 
 
  • This form is required by all applicant businesses
  • Your loan officer will complete the upper portion of this form for each company you own
  • The form must be signed by the President of the company
Request for Transcript of Tax Return (4506-T) SBA 7(a) Form Download Form »

Your loan officer will assist you in completing the top portion of this form. 

Counseling Information Form (SBA 641) SBA 7(a) Form Download Form »

This form shows a list of your business loans; mortgages, equipment loans, vehicle loans, lines of credit, etc.

Who Should Complete?

  • Seperate schedules should be completed for the applicant business, as well as the affiliated businesses
Debt Schedule SBA 7(a) Form Download Form »

This is a simple resume format. If you have your own resume format that will be acceptable.

Who Should Complete?

  • Owners of 20% or more of the applicant business
  • Any person hired by the applicant to manage day-to-day operations  
Management Profile - Resume SBA 7(a) Form Download Form »

This form is to be used for a loan that will have an SBA Guarantee, it is not needed for a 504 Loan.

Certification Regarding Debarrment SBA 7(a) Form Download Form »

SBA 504 Loan Program Forms:

This form is to be used for a 504 Loan only. The borrower only completes Section C. Section C begins on page 8 and requires signatures on page 11. This form is usually completed towards the end of the application process. 

Who Should Complete? 

  • Applicant Business Owner
  • This will be partially pre-filled out by your 504 Loan Specialist 
Application for Section 504 Loan (SBA 1244) SBA 7(a) Form Download Form »

Who Should Complete?

  • Owners of 20% or more of the applicant business
  • Personal Guarantors
  • A joint statement is required if married
Personal Financial Statement Form (SBA 413) SBA 7(a) Form Download Form »

Who Should Complete? 

  • All owners of 20% or more of the applicant business and/or operating company
  • If you are not a U.S. Citizen, you will need to attach a copy of your Registration Card
  • All officers of the applicant business 
  • Any person hired by applicant to manage day-to-day operations
Statement of Personal History Form (SBA 912) SBA 7(a) Form Download Form »
Who Should Complete? 
 
  • This form is required by all applicant businesses
  • Your loan officer will complete the upper portion of this form for each company you own
  • The form must be signed by the President of the company
Request for Transcript of Tax Return (4506-T) SBA 7(a) Form Download Form »

This form shows a list of your business loans; mortgages, equipment loans, vehicle loans, lines of credit, etc.

Who Should Complete?

  • Seperate schedules should be completed for the applicant business, as well as the affiliated businesses
Debt Schedule SBA 7(a) Form Download Form »

This form is for a 504 Loan, only when there is new construction of a building or the expansion of an existing building. The form would be signed by the borrower's building contractor or architect and confirms that the plans meet the federal seismic standards in the building code. This letter would be signed after the building is completed.

Seismic Letter SBA 7(a) Form Download Form »

This is a simple resume format. If you have your own resume format that will be acceptable.

Who Should Complete?

  • Owners of 20% or more of the applicant business
  • Any person hired by the applicant to manage day-to-day operations  
Management Profile - Resume  SBA 7(a) Form Download Form »

Share this page