2238 SBAExpress/Patriot Express Guaranty Request (Eligibility

SBA Express and Patriot Express Information Collection

2238 (revised 6-11)

SBA Express/Patriot Express Information Collection

OMB: 3245-0348

Document [doc]
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S

OMB Approval No.: 3245-0348

Effective Date:

Expiration Date:

MB Approval No.: 3245-0348

Effective Date: 02/19/2004

Expiration Date: 02/28/2007


BA
Express/Patriot Express Guaranty Request (Eligibility Authorized)


  • SBAExpress

(Revolving - Yes

No

  • )

(SBA Export Express - Yes

No

  • )

  • Patriot Exp.

(Revolving - Yes

No

  • )




Borrower Name:



Trade Name (dba):


(if no trade name, enter “NA”)


Borrower Contact:

  • Mr

  • Ms

First


MI


Last



Borrower Street:



Borrower Zip Code:


Borrower Phone #:



Borrower SSN #:


(must include SSN # for principal of borrower)

#

Employer ID #:


(if available)


Borrower State:


(2 letter abbreviation)


Borrower County:


Borrower City:



Lender Name:



Lender ID #:


Loan Maturity:


(in months)


Loan Amount:

$

SBA Guaranty %:

%


Construction Amount:

$

  • New Construction?


  • Variable Interest Rate?

Variable Interest Rate: P+

%

Initial Bank Interest Rate:

%


Exporter?

Yes

No

If yes, amount in export sales applicant has projected loan will support



$


  • New Business


  • Outstanding SBA Loan


  • New Loan is Collateralized




Rural

  • or

Urban


NAICS Code:



Number of Employees:


Number of Jobs Created:


Number of Jobs Retained:



  • Franchise?

Franchiser’s Name:


SBA USE ONLY:



  • Sole Proprietorship?

  • Partnership?

  • Corporation?

  • Other?


Veteran/Patriot Express Status **

1=Non-Veteran; 2=Veteran-Other; 3=Service-Disabled Vet.; 4=Not Disclosed. (Patriot Express codes are on the next page)

Gender **

M=Male; F=Female; N=Not Disclosed

Race**


1=American Indian/Alaska Native; 2=Asian; 3=Black/African-American; 4=Native Hawaiian/Pacific Islander; 5=White/Caucasian; X=Not Disclosed

Ethnicity**

H=Hispanic/Latino; N=Not Hispanic/Latino; Y=Not Disclosed

Owner #

% Owned *

Veteran Code

Gender Code

Race

Ethnicity

Please reference the above codes to

complete this table for each 20% or greater

owner of the primary business associated

with the borrower. More than one race

code may be selected.

































Were any other SBA loans with

maturities of more than 12 months made

to the borrower in the last 90 days?

If so, please complete for each loan

SBA Loan #

SBA

Loan

SBA

Term


Approval Date

Amount

Guaranty %

(in months)
















SBA Form 2238 (Ver. 6/01/07) Page 1 of 2

Supplemental Information for SBAExpress/Patriot Express Processing


Borrower Name:



Use of Loan Proceeds

Amount

Purchase Land

$

Purchase Land and Improvements

$

Purchase Improvements

$

Construct a Building

$

Add an Addition to a Building

$

Make Renovations to a Building

$

Pay Off Interim Construction Loan

$

Pay Off Lender’s Interim Loan

$

Make Leasehold Improvements to a Building

$

Purchase Equipment

$

Purchase Fixtures

$

Purchase Inventory

$

Pay Trade or Accounts Payable

$

Pay Notes Payable

$

Pay Outstanding Debt

$

Purchase a Business

$

Purchase All Outstanding Stock

$

Pay SBA Loan

$

Working Capital

$

Pay the Guaranty Fee

$

Other

$

Total

$


** The gender/race/ethnicity/veteran data (except as described for Patriot Express) is collected for statistical purposes only; disclosure is voluntary and has no bearing on the credit decision.


Eligibility Categories for Patriot Express loans only (Mandatory for eligibility purposes):

2=Veteran other than service-disabled

3=Service-disabled Veteran

5=Active Duty military eligible for the Transition Assistance Program

6=Reservist or National Guard member

7=Current spouse of any of the four groups listed above

8=Widowed spouse of a service member or veteran who died of a service-connected disability


* For Patriot Express loans, Patriot Express eligible owners must equal at least 51 percent of the total ownership in the “Owner” block on Page 1


Lender Contact:

  • Mr

  • Ms

First


MI


Last



Lender Contact Phone #:


Lender Contact Fax #:


I certify that this applicant and this loan meet SBA’s eligibility requirements and acknowledge complete liability for the loan if it later comes to the attention of SBA that the applicant or loan was ineligible.


Signature:



Name & Title:


Date:



The estimated burden for completing this form is 30 minutes. You will not be required to respond to any collection of information unless it displays a currently valid OMB Control Number. Comments on the burden should be sent to U. S. Small Business Administration (SBA), Chief, AIB, 409 3rd Street, SW, Washington, DC 20416 and Desk Officer for SBA, Office of Management and Budget, New Executive Office Building, Rom 10202, Washington, DC 20503. OMB Control Number 3245-0348. PLEASE DO NOT SEND FORMS TO OMB.


SBA Form 2238 (Ver. 6/01/07) Page 2 of 2

File Typeapplication/msword
File Title4-I Supplemental Information for PLP Processing
AuthorKaren Diarra
Last Modified ByJKWhite
File Modified2007-06-12
File Created2007-06-12

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