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SBA Information Notice Revised SBA Form 1081

Summary

SBA Information Notice, control no. 5000-20051, effective 9/30/2020, addressed to SBA employees, SBA Lenders and Microloan Intermediaries, announcing a revised SBA Form 1081, Statement of Personal History (For Use by Lenders), to clarify instructions and streamline submission. The revisions add selections for Lender Type and a required telephone number on page 1. On page 2 they remove the word presently from Questions 9a and 9b and revise Question 13, including a change to its reference to 13 CFR 103.1.

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Full text

                       SBA Information Notice
TO: All SBA Employees, SBA Lenders, and                      CONTROL NO.: 5000-20051
Microloan Intermediaries                                     EFFECTIVE: 9/30/2020
SUBJECT: Revised SBA Form 1081



SBA has revised SBA Form 1081, Statement of Personal History (For Use by Lenders), to
clarify instructions and streamline the submission process. The revised form is to be used
immediately. The revisions to the form are summarized below:

•   Added selections for identification of “Lender Type” (e.g., CDC, Microlender, SBLC, CDFI,
    NFRL, Other) (Page 1);
•   Added “Telephone Number” to the required Lender contact info (Page 1);
•   On Questions 9a and 9b, removed “presently” from the statement “Have you, or has any
    business concern or entity with which you are presently or have been Affiliated…” (Page 2);
•   On Question 13 (Page 2):
    o “SBA Microloan Intermediary” made singular;
    o Added “Agent;” and
    o Replaced “as defined in 13 CFR 103.1(d)” with “as those terms are defined in 13 CFR
        103.1 and 13 CFR 120.10.”
•   Question 15 (Page 3): Replaced “If yes, list their names, addresses, and relations” with “If
    yes, list their names, addresses, and relationship to you.”

Notification and Questions: SBA field offices must notify Lenders, CDCs, and Microloan
Intermediaries about the updates to the form. Questions concerning this notice should be directed
to the lender relations specialist in the local SBA field office. The local SBA field office may be
found at www.sba.gov/about-offices-list/2.




Dianna L. Seaborn
Director
Office of Financial Assistance




PAGE 1 of 1                                                           EXPIRES: 9/1/2021
SBA Form 1353.3 (4-93) MS Word Edition; previous editions obsolete
Must be accompanied by SBA Form 58

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2020-12_Information-5000-20051-Revised-SBA-Form-1081-9.30.20-508.pdf
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2020-12_Information-5000-20051-Revised-SBA-Form-1081-9.30.20-508.pdf
Original
www.sba.gov
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