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Guides · Published 2026-09-28 · rates as of 2026-09-20

How the SBA 7(a) Guarantee Fee Is Calculated (with Examples)

How SBA's 7(a) upfront guaranty fee is figured for FY 2027: it is a percent of the guaranteed portion, not the whole loan. The tier rates, the guaranty percentage, and four worked examples from $50,000 to $2 million.

The SBA 7(a) upfront guaranty fee trips people up because it is not a percentage of the loan. It is a percentage of the part of the loan SBA guarantees. Getting that one step right is the whole calculation. The rates below are the FY 2027 schedule (loans approved October 1, 2026 – September 30, 2027), verified against SBA Information Notice 5000-881797.

Step 1 — find the guaranteed portion

SBA guarantees a share of each 7(a) loan, up to these maximums:

So a $500,000 loan has a guaranteed portion of up to $375,000 (75%). The fee is charged on that number.

Step 2 — apply the tier rate

The rate is set by the total loan amount, then applied to the guaranteed portion. For loans with a maturity over 12 months:

Loan amountRate on the guaranteed portion
$150,000 or less2%
$150,001 – $700,0003%
$700,001 – $5,000,0003.5% up to $1,000,000 guaranteed, plus 3.75% above

Loans with a maturity of 12 months or less are charged 0.25% of the guaranteed portion. And for FY 2027 the upfront fee is 0% on loans of $700,000 or less to manufacturers (NAICS 31–33), food supply-chain businesses and rural businesses.

Worked examples

1) $50,000, 10-year term. Guaranteed 85% = $42,500. Tier is 2%. Fee = $850.

2) $150,000, 10-year term. Guaranteed 85% = $127,500. Still the 2% tier. Fee = $2,550.

3) $500,000, 10-year term. Over $150,000, so guaranteed 75% = $375,000. Tier is 3%. Fee = $11,250.

4) $2,000,000, 10-year term. Guaranteed 75% = $1,500,000. This is the top tier: 3.5% on the first $1,000,000 guaranteed = $35,000, plus 3.75% on the remaining $500,000 = $18,750. Fee = $53,750.

Short-term example: a $100,000 loan with a maturity of 12 months or less is guaranteed 85% = $85,000, charged at 0.25% = $212.50.

What the borrower actually pays

The upfront guaranty fee above is the borrower’s cost, and it is usually financed into the loan rather than paid in cash at closing. On loans of $150,000 or less the lender may retain a quarter of the upfront fee, but that does not change what the borrower is charged. The separate 0.55% lender’s annual service fee is paid by the lender to SBA and, by the notice, may not be passed to the borrower — so it is not part of your out-of-pocket cost.

To run your own numbers, the SBA guarantee fee calculator does both steps for any loan size, maturity and guaranty percentage; for the fixed-asset program see SBA 504 loan fees.

When this schedule applies

These rates apply to 7(a) loans approved by SBA between October 1, 2026 and September 30, 2027. A loan approved on September 29, 2026 uses the FY 2026 schedule even if it closes later. SBA sets the fees each fiscal year, and the source notice with its effective date is linked on this site.

The examples use the maximum guaranty percentages; your actual guaranteed portion is set by the lender and SBA. This page is general information, not financial or legal advice — confirm the current figures with your lender and the SBA notice before relying on them.

Frequently asked questions

Is the SBA guarantee fee a percent of the loan or of the guaranteed portion?

Of the guaranteed portion. SBA guarantees a share of a 7(a) loan — up to 85% on loans of $150,000 or less and up to 75% above that — and the upfront fee is a percentage of that guaranteed dollar amount, not of the full loan.

What are the FY 2027 tier rates?

For loans with a maturity over 12 months: 2% of the guaranteed portion on loans of $150,000 or less, 3% on $150,001–$700,000, and on $700,001–$5,000,000 it is 3.5% of the guaranteed portion up to $1,000,000 guaranteed plus 3.75% on the guaranteed amount above $1,000,000. Loans with a maturity of 12 months or less are 0.25%.

Do some borrowers pay no upfront fee?

Yes. Under SBA Information Notice 5000-881797, for FY 2027 the upfront fee is 0% on loans of $700,000 or less to manufacturers (NAICS 31–33), food supply-chain businesses and businesses in a rural area. The standard tiers apply to everyone else.

Who pays the 0.55% annual service fee?

The lender pays SBA the 0.55% Lender's Annual Service Fee on the outstanding guaranteed balance, and the notice states the lender may not pass it to the borrower. Only the upfront guaranty fee is normally charged to the borrower, and it is usually financed into the loan.

Fee figures in this guide are taken from the platforms' published fee pages as of 2026-09-20 and are re-checked daily; see data sources. They are estimates for planning, not advice — confirm in your seller account before acting. Marketplace names are trademarks of their owners; sellmath is independent.

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