Glossary · People and paperwork
Statement of Affiliation
In short
A form or process where the SBA determines if your business is 'affiliated' with other businesses, which can impact your eligibility based on size standards.
What it means in a deal
The SBA uses complex rules to determine if you (or your target business) are affiliated with other entities through ownership, management, or contractual relationships. This is crucial for verifying your small business status. Your lender will guide you on what information is needed to avoid exceeding size limits.
Official sources
SOP 50 10 — Lender and Development Company Loan Programs
U.S. Small Business Administration · SBA Standard Operating Procedure
Last checked 2026-06-15. Official sources control — verify before relying on any rule for a live deal.
Related terms
Common questions about Statement of Affiliation
- What is the significance of the 'Statement of Personal History' form for an SBA 7(a) loan?
- What is the significance of the "Statement of Personal History" section on SBA Form 1919 for eligibility?
- When is an SBA Form 912 (Statement of Personal History) required for a non-owner guarantor?
- When is SBA Form 912, Statement of Personal History, specifically required for 7(a) loan applicants?
- When is an SBA Form 912 (Statement of Personal History) specifically required for a non-owner guarantor?
- When is a personal financial statement (SBA Form 413) required for non-owner guarantors of a 7(a) loan?
Defined by CapBench SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.
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