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SBA 504 Loan Toolkit

Comprehensive informational package with tips, advice, and step-by-step guidance on how to apply for an SBA 504 loan -- what the applicant needs to do and what should be in the packet for approval.

Informational

SBA 504 Loan Toolkit

Tips, advice, and step-by-step guidance for a successful 504 loan application.

Interactive application guide Premium PDF guide Printable PDF companion Application checklist Required forms library Professional templates

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What's Inside

Everything You Need to Apply

Interactive Application Guide

Step-by-step walkthrough with clickable navigation

Premium PDF Guide

Comprehensive reference guide for the application process

Printable PDF Companion

Print-friendly version for offline review

Application Checklist

Ensure your packet is complete before submission

Required Forms Library

All PDF forms needed for your application

Professional Templates

Pre-built templates to accelerate your application

Why Choose Us

Built for Applicants

Interactive Guide

Step-by-step walkthrough of the 504 loan application process with clickable navigation

Eligibility Check

Understand if your business qualifies and what CDCs look for in 504 applications

Expert-Created

Developed by professionals with deep knowledge of SBA lending requirements

Working from:SBA SOP 50 52 2 — COVID EIDL ServicingSBA Policy Notice 5000-857729 (8/5/2024)SBA Policy Notice 5000-840468 — COVID EIDL Servicing & LiquidationU.S. Treasury Cross-Servicing GuidanceTreasury Financial Manual, Vol. I, Part 3, Ch. 5000TFM 5030.20 — Certify DebtTFM 5030.40b — Prerequisites to TransferTFM 5030.50a — Continued Validity & Enforceability of the DebtTFM 5030.50b — Defending Litigation & Notifying Fiscal ServiceTFM 5030.50c — Maintain RecordsTFM 5030.50d — Recall Transferred DebtTFM 5035.40 — Respond to Disputes & InquiriesTFM 5035.50 — Return Transferred DebtTreasury Cross-Servicing Debtor ResourcesTreasury Cross-Servicing Debtor Dispute Form31 C.F.R. § 285.12 — Transfer of Debts to Treasury for Collection31 C.F.R. § 285.5 — Treasury Offset Program31 C.F.R. § 285.11 — Administrative Wage GarnishmentFederal Claims Collection Standards (31 C.F.R. Parts 900–904)Debt Collection Improvement Act (31 U.S.C. §§ 3711, 3716)Fair Debt Collection Practices Act guidance

Working from:SBA SOP 50 52 2 — COVID EIDL ServicingSBA Policy Notice 5000-857729 (8/5/2024)SBA Policy Notice 5000-840468 — COVID EIDL Servicing & LiquidationU.S. Treasury Cross-Servicing GuidanceTreasury Financial Manual, Vol. I, Part 3, Ch. 5000TFM 5030.20 — Certify DebtTFM 5030.40b — Prerequisites to TransferTFM 5030.50a — Continued Validity & Enforceability of the DebtTFM 5030.50b — Defending Litigation & Notifying Fiscal ServiceTFM 5030.50c — Maintain RecordsTFM 5030.50d — Recall Transferred DebtTFM 5035.40 — Respond to Disputes & InquiriesTFM 5035.50 — Return Transferred DebtTreasury Cross-Servicing Debtor ResourcesTreasury Cross-Servicing Debtor Dispute Form31 C.F.R. § 285.12 — Transfer of Debts to Treasury for Collection31 C.F.R. § 285.5 — Treasury Offset Program31 C.F.R. § 285.11 — Administrative Wage GarnishmentFederal Claims Collection Standards (31 C.F.R. Parts 900–904)Debt Collection Improvement Act (31 U.S.C. §§ 3711, 3716)Fair Debt Collection Practices Act guidance