RD 5001-08 Guaranteed Loan Borrower Status

Form RD 5001-8
(00-00)

UNITED STATES DEPARTMENT OF AGRICULTURE
RURAL DEVELOPMENT

FORM APPROVED
OMB NO. 0000-0000

GUARANTEED LOAN BORROWER STATUS
INSTRUCTIONS TO LENDER - COMPLETE PART B AS APPLICABLE, COMPLETE PART C FOR DELINQUENT LOAN
PART A - IDENTIFYING INFORMATION
2. BORROWER NAME:

1. BORROWER TAX ID:

3. CASE NUMBER:

5. LOAN AMOUNT:

4. AGENCY PROGRAM TYPE:
Community Facilities

Water and Waste
6. DATE OF LOAN:

Business and Industry

Renewable Energy/
Energy Efficiency
PART B - TO BE COMPLETED BY LENDER
7. LENDER NAME AND ADDRESS:

8. LENDER TAX ID:

9. LENDER BRANCH:

10. LENDER LOAN NUMBER:

11. DATE OF LAST STATUS UPDATE:

12. INTEREST RATE INFORMATION:
Variable
Fixed
If Both: Projected Effective Rate ____________________

VARIABLE:

Both

FIXED:

Guaranteed Rate ___________
Unguaranteed Rate _________

Name of Published Index: ____________________________________________________________________________________
Guaranteed Portion:
Interest Rate _________
Rate Cap ______
Rate Index _________ Payment Cap _________
Rate Change Period ___________
Rate Incremental Difference +/- _______
Unguaranteed Portion:

13. UNPAID PRINCIPLE:

16. AMOUNT AHEAD OR BEHIND
SCHEDULE:

Interest Rate _________
Rate Cap ______
Rate Change Period ___________

Rate Index _________ Payment Cap _________
Rate Incremental Difference +/- _______

14. UNPAID INTEREST:

17. AMOUNT ADVANCED DURING THE CURRENT
REPORTING PERIOD:

15. PAYMENT STATUS CODE:
A = Borrower Ahead of Schedule
B = Borrower Behind Schedule
C = Borrower Current

18. IF LENDER NAME AND ADDRESS IS IN ERROR, PLEASE SHOW CORRECTIONS HERE:

19. HAS THERE BEEN ANY MATERIAL CHANGE IN LENDER’S GENERAL FINANCIAL CONDITIONS SINCE THE DATE OF THE LAST GUARANTEED
LOAN BORROWER STATUS REPORT?
YES

NO

If yes, please explain below:
20. HAS THERE BEEN ANY DISCRIMINATION COMPLAINTS OR LAWSUITS FILED AGAINST THE BORROWER SINCE THE LAST GUARANTEED LOAN
BORROWER STATUS REPORT?
YES

NO

If yes, please explain below:

According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not required to respond to a collection of information unless it displays a valid OMB
control number. The valid OMB control number for this information collection is 0000-0000. The time required to complete this information collection is estimated to average 1 - 2 hours per response.
including the time for reviewing instructions, searching exsisting data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information.

Form RD 5001-8 Page 1 of 2

PART C - TO BE COMPLETED FOR DELINQUENT LOANS
21. TOTAL AMOUNT PAST DUE:

22. STATUS AS OF DATE:

23. DELINQUENT CODE:
01 = Delinquent - Disposition Forthcoming
02 = Borrower Will Pay Delinquent Amount
03 = Not Valid For This Program
04 = Forced Liquidation Pending
05 = Voluntary Liquidation Pending
06 = Forced Liquidation Pending, Estimated Loss Claim Filed
07 = Voluntary Liquidation Pending, Estimated Loss Claim Filed
08 = Temporary Loan By Lender To Bring Account Current
09 = Borrower Restructing Pending
10 = Not Valid For This Program
11 = Reamortization of Rescheduling of Payments Completed
12 = Principal/Interest Payments Deferred Completed
13 = Loan Reinstated and Current
14 = Bankruptcy Liquidation Filed by Borrower
15 = Bankruptcy Reorganization Filed by Borrower
16 = Bankruptcy Reorganization Completed, Loan Current as Per Bankruptcy Plan
17 = Bankruptcy Reorganization Complete, Court Ordered Interest Rate Reduction in Effect as Per Bankruptcy Plan

24. DATE LOAN BECAME DELIQUENT:

25. IF THE BORROWER IS BEHIND SCHEDULE, PLEASE INDICATE WHAT IS BEING DONE TO BRING THE ACCOUNT CURRENT:

26. COMMENTS ON STATUS OF BORROWER LOAN ACCOUNT:

26.

PLEASE CHECK BOX IF LENDER REQUESTS TERMINATION OF GUARANTEE.

Lender’s Name

Date

By:
Officer Signature

Officer Title

Form RD 5001-8 Page 2 of 2