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, or assets and not the income or assets of another person as the basis for repayment of the credit requested, or if this statement relates to your guaranty of the indebtedness of other person(s), firm(s), or corporation(s), complete only Section 1, 3 and 4. If you are applying for individual credit but are relying on income from alimony, child support, or separate maintenance or on the income or assets of another person as a basis for repayment of the credit requested, complete all Sections. Pr.

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Form 413 - Personal Financial Satement 7(a)/ 504...
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Follow these steps to complete SBA Form 413. Step 1: Gather financial documents. ... Step 2: Select your loan or contracting program. ... Step 3: Fill in personal and business information. ... Step 4: Add your assets and calculate their total value. ... Step 5: Add your liabilities and calculate their total value.

How To Fill Out the Personal Financial Statement Step 1: Choose The Appropriate Program. ... Step 2: Fill In Your Personal Information. ... Step 3: Write Down Your Assets. ... Step 4: Write Down Your Liabilities. ... Step 5: Fill Out the Notes Payable to Banks and Others Section. ... Step 6: Fill Out the Stocks and Bonds Section.

To create a personal financial statement, follow these simple steps: Create a spreadsheet that has a section for assets and one for liabilities. ... List your assets and their worth. ... List every liability as well as its worth. ... Determine the total of both assets and liabilities. ... Determine your net worth.

A personal financial statement is a form or spreadsheet detailing a person's financial state at a certain point in time. ... It details income; the financial worth of stocks, bonds, annuities, mutual funds, and life insurance; and values certain assets.

SBA loan financial statement requirements: What's required and when. Before closing, you'll need to provide interim financial statements and/or tax returns for your business that were created within the last 120 days before submitting them to the SBA.

SBA Form 413, Personal Financial Statement - 7(a)/504 Loans and Surety Bonds is a form used to submit personal financial information. This form is used when applying for SBA 7(a) and SBA 504 loans. The lender uses this form to ensure eligibility for an SBA loan based on their finances.

SBA uses this form to assess the financial situation of applicants for multiple SBA programs and certifications. This form is used to assess repayment ability and creditworthiness of applicants for: 7(a) loans.

SBA Form 413, formally titled “Personal Financial Statement,” is a document that the U.S. Small Business Administration uses to assess the creditworthiness and repayment ability of its loan applicants. This form collects information about your personal finances, such as assets, liabilities and sources of income.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232