Settlement Sheet

OMB 3245-0200

This form is required to be completed at the time of first disbursement by lenders and small business owners for all 7(a) loans that are closed and disbursed with the exception of 7(a) Small, Community Advantage, SBA Express and Export Express loans. SBA uses the information to help determine whether loans were disbursed in compliance with SBA requirements, to obtain certifications to such compliance. The form also notifies lenders of their obligation to retain completed forms.

The latest form for Settlement Sheet expires 2022-04-30 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Form SBA Form 1050 Settlement Sheet Form and Instruction
3245-0200 eCFR __ 13 CFR 120.520 -- Purchase of 7(a) loan guarantees 8-12-2022.pdf Supplementary Document
3245-0200 eCFR __ 13 CFR 120.524 regulation 8-12-2022.pdf Supplementary Document
3245-0200 Supporting Statement (DTK 8.10.22 clean).docx Supporting Statement A
Settlement Sheet Form and Instruction

All Historical Document Collections

202208-3245-001 Approved with change	Extension without change of a currently approved collection	2022-08-12
202204-3245-004 Improperly submitted and continue	Revision of a currently approved collection	2022-04-26
201811-3245-002 Approved without change	Revision of a currently approved collection	2018-11-27
201804-3245-001 Approved without change	Extension without change of a currently approved collection	2018-04-02
201502-3245-006 Approved without change	Revision of a currently approved collection	2015-02-25
201112-3245-002 Approved without change	Revision of a currently approved collection	2011-12-29
200810-3245-003 Approved without change	Reinstatement with change of a previously approved collection	2008-10-17
200504-3245-001 Approved without change	Reinstatement without change of a previously approved collection	2005-04-07
200202-3245-001 Approved without change	Reinstatement without change of a previously approved collection	2002-02-02
199804-3245-001 Approved without change	Extension without change of a currently approved collection	1998-04-24
199502-3245-001 Approved without change	Extension without change of a currently approved collection	1995-02-07
199201-3245-001 Approved without change	Revision of a currently approved collection	1992-01-31
199009-3245-005 Approved without change	Revision of a currently approved collection	1990-09-10
198711-3245-002 Approved without change	Revision of a currently approved collection	1987-11-16
198411-3245-004 Approved without change	New collection (Request for a new OMB Control Number)	1984-11-02