SBA SOP 50 10 8, App11 — RECORD RETENTION REQUIREMENTS

sba-sop-app11

Verbatim text of SBA SOP 50 10 8 section App11 (RECORD RETENTION REQUIREMENTS), effective 2025-06-01. 1 provision(s) quoted from the SOP PDF. SBA's own document page serves superseded editions, and the SOP is further amended by policy notices — read this with the notices that touch it.

This register: .xlsx .csv

See also

SBA lending corpus: SOP 50 10 and the active notices, with the expiry watcher.

Verbatim regulatory text (1)

Verbatim provisions from SBA SOP 50 10 8, App11 — RECORD RETENTION REQUIREMENTS — each quote is a verified substring of the regulator-published source snapshot, not retyped. Quoted for reference; this is not legal advice. The operational layer (P&P updates, prompts) lives in the regulation update kits.

SOP 50 10 8 App11

Effective 2025-06-01 · publisher's stamp for this provision

APPENDIX 11: RECORD RETENTION REQUIREMENTS SBA’s record retention requirements are the same for both wet ink and electronic signatures. When wet signatures are obtained on original hard copies, the SBA Lender must maintain the hard copy with wet signatures in its loan file unless otherwise specified below. These record retention requirements supersede all previous record retention guidance in prior SOPs. A. 7(a) Lenders: 1. Lenders must retain the original Note; Guaranty(ies); Security/Collateral documents such as mortgages, deeds of trust, security agreements; SBA application (SBA Form 1919 and any other application documents); any SBA Form(s) 159; and any SBA Environmental Indemnification Agreement. Hard-copy records of those documents requiring original signatures must be retained unless the original signature was made electronically in accordance with applicable standards governing electronic signatures. (See Appendix 10, Electronic Signatures, for guidance on electronic signature standards.)

Source: SBA SOP 50 10 8, App11 — RECORD RETENTION REQUIREMENTS · source URL · snapshot 535743ffe062cc34

Get this regulation in your AI window

Put the verbatim text and its effective date in front of your assistant, instead of whatever it remembers.

Open in Claude Open in ChatGPT

Open in Claude shows the one-time setup: paste one address, no account with us. Open in ChatGPT asks ChatGPT about this page, with no setup. Either way it’s free.

Get notified if this rule changes

One email when SBA SOP 50 10 8, App11 — RECORD RETENTION REQUIREMENTS changes: what changed, the new verbatim text, and the effective date. Nothing else.

Double opt-in: we send a confirmation link first. Following one section does not subscribe you to anything else. Privacy.

Source of record: https://claudeforcompliance.com/regs/sba-sop-app11/ · register sba-sop-app11 · verbatim, source-snapshotted regulator text from the Claude for Compliance corpus. To work from every register at once, download the corpus and follow the methodology.