Understanding the Loan Advance Request Form: A Comprehensive Guide

Definition & Meaning

A loan advance request form is a document approved by the Small Business Administration (SBA) that allows a Systemically Important Secondary Market Broker-Dealer (SISMBD) to request a specific amount of funds. This amount is intended for purchasing certain guaranteed portions or certificates. The total requested, when combined with the outstanding balance of the existing SISMBD loan, must not exceed the total loan amount available to the SISMBD.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A SISMBD has an existing loan balance of $500,000 and wishes to request an additional $200,000 using the loan advance request form to purchase guaranteed portions. The total will be $700,000, which is within the approved loan limit.

Example 2: A SISMBD with a loan limit of $1 million requests $600,000 on the form, but their existing balance is $500,000. This request exceeds the loan limit and would be denied. (hypothetical example)

What to do if this term applies to you

If you are a SISMBD looking to request additional funds, start by completing the loan advance request form accurately. Ensure that the total requested amount does not exceed your loan limit when combined with your existing balance. For assistance, consider using legal templates from US Legal Forms to guide you through the process. If your situation is complex, consulting a legal professional may be beneficial.

Quick facts

Attribute Details
Typical Fees Varies based on lender and loan terms.
Jurisdiction Federal, under SBA regulations.
Possible Penalties Loan denial if limits are exceeded.

Key takeaways

Frequently asked questions

It is a form used by SISMBDs to request additional funds under an existing SBA loan.