SBA Form 413 - Personal Financial Statement


(5 / 5) 37 votes

Get your SBA Form 413 - Personal Financial Statement in 3 easy steps

  • 01 Fill and edit template
  • 02 Sign it online
  • 03 Export or print immediately

What is SBA Form 413 PDF?

The Personal Financial Statement SBA Form 413 is a four-page document that you can use to describe your fiscal condition as a small business owner. It is part of a large package of paperwork you must provide in case you need assistance from the SBA or apply for any contracting program.

SBA Form 413 on PDFLiner

What do I need the SBA Form 413 Personal Financial Statement for?

  • When submitting your application for a loan from the SBA, you must provide the SBA Financial Statement Form 413 to assess your eligibility.
  • Also, if you would like your business to participate in contracting programs, you should provide data about your finances.
  • SBA 413 Form PDF is intended to be utilized by sole proprietors, LLC members, general partners, owners of 20% of the business, and so on.
  • Generally, microloans do not require SBA 413 Form Download other forms instead.

How to Fill Out SBA Form 413?

  1. To get started, choose one of four reasons you use SBA Form 413 Fillable.
  2. Then, enter your personal name, contact details, and address. Enter your business details. Check the appropriate box if you do business with your spouse.
  3. List all your assets (such as IRA or saving accounts) and calculate the total.
  4. List your liabilities (for example, unpaid taxes or insurance loans) and sum them.
  5. List your sources of income, notes payable to banks, and stocks. Describe the property you own and all the liabilities.
  6. Put your signature, SSN, and the date the document was completed. If there is not enough space in the SBA Form 413 download supplement attachments.

Organizations that work with SBA Personal Financial Statement Form 413

  • SBA
Fillable online SBA Form 413 - Personal Financial Statement
(5 / 5) 37 votes
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