Sba form 1149-2025

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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 outlines the necessary information and instructions for lenders to report on a borrower's loan account. It includes sections for borrower and lender details, loan amount, repayment terms, transaction dates, amounts disbursed and repaid, interest rates, and certification by the lender. The form is part of the SBA guaranty purchase package and aims to ensure accurate reporting of loan transactions.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the 'Name of Borrower' at the top of the form. This should be the trade name or legal 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' to specify how much was borrowed.
Indicate the 'Interest Day Basis' by specifying whether it’s 30/365, actual/365, or actual/360.
Detail the 'Repayment Terms' as stated in your loan note, including maturity date and interest payable.
Record each transaction date under 'Date', followed by amounts disbursed and repaid in their respective fields.
For each repayment, specify how payments were applied to principal and interest.
Finally, certify your entries with your signature and title before submitting it to SBA.

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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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