13 CFR 107.640
§ 107.640 Requirement to file Portfolio Financing Reports (SBA Form 1031).
United States · 13 CFR — Business Credit and Assistance · Status: effective
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- Citation
- 13 CFR 107.640, § 107.640 Requirement to file Portfolio Financing Reports (SBA Form 1031), United States, version 1 as recorded 2026-07-09, yourstate.us, https://yourstate.us/provision/51619
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Full text
For each Financing of a Small Business (excluding guarantees), you must submit a Portfolio Financing Report on SBA Form 1031 within 30 calendar days of the end of the calendar year quarter (March, June, September, and December) following the closing date of the Financing. SBA also permits Form 1031s for portfolio company financings to be disaggregated and submitted individually for each portfolio company within 30 days of the closing of a Financing or otherwise submitted on a more frequent basis. If you are on the Watchlist, SBA may require more frequent reporting (see § 107.1850).
Legislative history
This is a federal regulation, adopted through agency rulemaking under the Administrative Procedure Act — not enacted by a recorded vote of Congress.