SBA 504 Application Forms

Downloadable Forms for Small Business Applicants

Please download and print the NWBDA Application for a 504 Loan as your first step in applying for a 504 loan. One of NWBDA’s qualified officers will assist you every step of the way. If needed, NWBDA will help identify a participating first mortgage lender for your project.

Once the 504 Loan Application package has been approved by the lender and NWBDA, NWBDA will submit the application package to SBA for final approval.
Thank you for your interest in the SBA 504 Loan Program!

IMPORTANT INFORMATION ABOUT IDENTIFICATION PROCEDURES WHEN OBTAINING A 504 LOAN


To help the government fight the funding of terrorism and money laundering activities, Federal law requires all Certified Development Companies to obtain, verify, and record information that identifies each person who applies for a 504 Loan.

What this means for you: When you apply for a 504 Loan, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

Contact your NWBDA Business Development Officer, or 1-800-540-1748, if you have any questions or concerns regarding the forms needed to facilitate your 504 debenture

Forms

(Please download forms before you fill them out)


 

1244 Part B & C v. 11.18

1244 Part B & C – Also known as “Executive Orders.” Version (11-18). Released November 2018.

4506 T – Revised 3.19

Authorization for Tax Return Verification. Please fill one out for your business. If earnings are reported on a 1040 Schedule C, a 4506T will need to be filled out for your personal tax return. This version is an update: Rev March 2019.

912 (4-2016) (expires 5-31-2019)

912 Personal History Form. Fill in blocks 1-10. Print, sign, and date the form. Be sure to hand initial #5, 7, 8, 9.

Addendum to Franchise – Form 2462

This Addendum only addresses “affiliation” between the Franchiser and Licensee. Additionally, the applicant Licensee and the type of agreement system must meet all SBA eligibility requirements.

AR and AP Aging Report

AR and AP aging report

Business Debt Schedule

List all business debt.

Environmental Questionnaire & Disclosure

To be filled out by the current owner of the property

Previous Government Financing 2.18

List all prior and current government and/or SBA loans.

Personal History Form

Fill out your personal history

Principal Profile EPC

To be filled out to list each principal of the business (EPC) and ownership percentage.

Principle Profile OC

To be filled out to list each principal of the operating company and ownership percentage.

SBA Personal Financial Statement-Fillable 01-18

To be filled out by borrowers and guarantors.

Additional Information


 

Consent for Third Party Loan Amortization

This is a fillable pdf template for “Consent for Third Party Loan Amortization”

Sample Bank Letter (Word Document)

NADCO has provided the attached sample for a bank letter acceptable to the SBA. Please note the effective date is June 2010.

SBA 504 Energy Public Policy Project

Use the SBA Energy Policy Program to help the environment and increase the amount you can borrow, up to $16,500,000 ($5,500,000 per project).