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Small Business Lending Survey


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Forms & Instructions

Forms

The links below provide access to the full survey questionnaire, as well as each separate section. You may download separate sections of the survey to distribute to personnel to compile information before submitting online. The "Survey Overview & Suggested Personnel" document under Instructions provides more detail.

2016 Small Business Lending Survey (Full survey) [PDF](1418Kb)

Introductory Questions (Suggested Personnel: Loan Operations Staff) [PDF](1037Kb)

Section 1 - Small Business Borrowers at Your Bank, in Calendar Year 2015 (Suggested Personnel: Senior Commercial Loan Officer) [PDF](628Kb)

Section 2 - Total Loan Originations at Your Bank, in Calendar Year 2015 (Suggested Personnel: Loan Operations Staff, working with Senior Commercial Loan Officer) [PDF](644Kb)

Section 3 - Commercial & Industrial Loan Originations at Your Bank, in Calendar Year 2015 (Suggested Personnel: Loan Operations Staff, working with Senior Commercial Loan Officer) [PDF](631Kb)

Sections 4 - Outstanding Loans Reported on the Call Report, for Commercial & Industrial Activity (Suggested Personnel: Loan Operations Staff, working with Senior Commercial Loan Officer) [PDF](1063Kb)

Section 5 - Small Business Commercial & Industrial Lending Competition, Practices, and Applications at Your Bank (Suggested Personnel: Commercial Loan Officer, working with Senior Commercial Loan Officer) [PDF](1050Kb)

Section 6 - Consumer Account Offerings and Policies (Suggested Personnel: Head of Retail Banking) [PDF](822Kb)


InstructionsDescription
Survey Overview & Suggested Personnel [PDF](444Kb)
Additional Information by Question [PDF](403Kb)
LettersDescription
Advance Letter [PDF](134kb)
Initial Letter [PDF](129kb)
Due date reminder [PDF](114kb)
First Follow Up [PDF](112kb)
Second Follow Up [PDF](112kb)
InsertsDescription
Flyer [PDF](290kb)



The letters PDF or the PDF icon indicate a document is in the Portable Document Format (PDF). To view the file you will need the Adobe® Reader, which is available for free from the Adobe web site.
Source: U.S. Census Bureau | BHS Team |   Last Revised: January 04, 2018 14:14:05