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Form SBA Form 1149 SBA Form 1149 Lender's Transcript of Account

Form SBA Form 1149 SBA Form 1149 Lender's Transcript of Account-2026

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The document is a U.S. Small Business Administration (SBA) form, specifically the Lender's Transcript of Account (SBA Form 1149), which is used to record and certify details about a borrower's loan account. It includes information such as the borrower's name, loan number, lender's name, loan amount, repayment terms, deferment periods, and payment applications. The form assists in determining loan default dates and interest payable to lenders, ensuring compliance with the Loan Guaranty Agreement.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the 'Name of Borrower' in the designated field. This should be the trade name or the borrower's name if no trade name is used.
Next, input the 'Loan Number', which is a ten-digit identifier for the SBA loan.
Fill in the 'Name of Lender' to identify who provided the loan.
Enter the 'Amount of Loan', specifying the total approved amount.
For 'Interest Day Basis', indicate how interest is calculated, such as 30/365 or actual/365.
Detail the 'Repayment Terms' as stated in your loan note, including maturity date and payment structure.
Record each transaction date under 'Date' and specify amounts disbursed and repaid accordingly.
'Deferment' entries should indicate start ('B') and end ('E') dates for deferment periods.
'Application of Payment' requires you to allocate amounts paid towards principal and interest for each repayment made.
'Interest Rate' should reflect the rate applicable at payment application time.
'Interest Paid' fields need consecutive dates for computing interest on the loan.
'Principal Balance' must be updated after each transaction to reflect current status.
'Signature and Title' must be completed by an official representative certifying accuracy, along with certification date.

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Versions	Form popularity	Fillable & printable
2021	4.1 Satisfied (56 Votes)
2018	4.7 Satisfied (58 Votes)
2008	4 Satisfied (57 Votes)

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What is SBA Form 912?

SBA Form 912 is used by the Small Business Administration (SBA) to assess your character and creditworthiness. It is one part of the assessment of program eligibility for SBA loans. Completing this form helps the SBA make a character and credit eligibility decision to fund or deny a loan.

Where can I get SBA loan statements?

A Web-based platform where SBA borrowers can view loan details, make payments, and access statements for COVID-19 EIDL, Disaster, or SBA-serviced 7(a) loans.

What disqualifies you from getting an SBA loan?

What Can Disqualify Someone from Getting an SBA Loan? While there are certain requirements for an SBA loan, there are also some individual and entity statuses that can potentially disqualify an SBA applicant. These can include: If your business is engaged in illegal activities, gambling, or multi-sales distribution.

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What paperwork do I need for a SBA loan?

Documents needed for SBA loan Current profit and loss statement, along with schedules from the prior three fiscal years. One year of projected financial statements and a detailed explanation of how your business will meet these projections. List of affiliates and subsidiaries and their names and addresses.

How do I find my SBA loan documents?

Existing borrowers can use the MySBA Loan Portal (lending.sba.gov) to make payments and view loan documents on the following loan types: All SBA disaster loans including COVID-19 EIDL and physical loss loans.

What is a 912 statement of personal history?

This article is part of a larger series on Business Financing. The Small Business Administration (SBA) Statement of Personal History form, otherwise known as SBA Form 912, is used to determine a borrowers trustworthiness and evaluate whether the applicant or their business partners have any criminal history.

How do I access my SBA loan documents?

Borrowers can access their loan details and documents and make payments through the MySBA Loan Portal.

What does in liquidation disbursed mean SBA?

All SBA Loans that are fully disbursed and in regular servicing or liquidation status. Fully disbursed means that the loan has been closed and all disbursements have been made. On a revolving LOC fully disbursed means that the loan has been closed and the initial disbursement has been made.

Form SBA Form 1149 SBA Form 1149 Lender's Transcript of Account-2026

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