For SBA lenders
Short answer
Other mandatory forms include SBA Form 912 (Statement of Personal History) for all principals, and often SBA Form 413 (Personal Financial Statement).
While Form 1919 (Borrower Information Form) is foundational, Form 912 is required for all principals (20% or more owners, officers, directors) to disclose personal history, including criminal background. Form 413 is standard for providing a detailed personal financial snapshot of each guarantor. Other forms may be mandatory depending on the loan type or specific circumstances (e.g., environmental forms).
For a standard 7(a) loan, the lender collects Form 1919, Form 912 for the two 50% owners, and Form 413 for both owners acting as guarantors. These form a basic package of mandatory SBA forms.
13 CFR Part 120 — Business Loans
Office of the Federal Register · Federal regulation
SOP 50 10 - Lender and Development Company Loan Programs
SBA Form 1919 - Borrower Information Form
Last checked 2026-06-13. Official sources control — verify before relying on any rule for a live deal.
Last reviewed 2026-06-13 · SBA sources checked through 2026-06-13. DealRoom analysis of public SBA 7(a) lending records (FY2020–present). Grounded in the current SBA rulebook; verify against the official sources above before relying on it for a live deal. Not legal, tax, or financial advice, and not an approval decision.
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