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Ng 10% or more of voting stock, or (4) any person or entity providing a guaranty on the loan. Name Business Phone Residence Address Residence Phone City, State, & Zip Code Business Name of Applicant/Borrower ASSETS Cash on hands & in Banks Savings Accounts IRA or Other Retirement Account Accounts & Notes Receivable Life Insurance-Cash Surrender Value Only (Complete Section 8) $ Stocks and Bonds (Describe in Section 3) $ Real Estate (Describe in Section 4) $ Automobile-Present Value Oth.

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How to fill out the 413 Form online

Filling out the 413 Form, also known as the personal financial statement, is an essential step for applicants seeking to secure a loan. This guide provides you with clear and user-friendly instructions for completing the form online, ensuring that you accurately convey your financial information.

Follow the steps to complete the 413 Form online with ease.

  1. Press the ‘Get Form’ button to access the form and open it in the online interface.
  2. In the provided fields, enter the date as of which you are submitting this form. Ensure that it is formatted correctly.
  3. For each required individual, provide their name, business phone number, residence address, and residence phone number.
  4. Detail the business name of the applicant or borrower in the designated section.
  5. Under the assets section, itemize all cash, savings, retirement accounts, and other specified assets. Use the appropriate sub-sections for description as necessary.
  6. In the income section, report all sources of income, including salary and net investment income. Omit cents while entering totals.
  7. Provide information regarding any accounts payable and notes payable to banks or others, detailing each separately.
  8. Complete sections specifying details on liabilities, net worth, and contingent liabilities as they relate to your financial standing.
  9. If applicable, provide detailed information about unpaid taxes and other liabilities in the designated sections.
  10. Confirm the accuracy of your statements by signing the form. Include the date and social security number as required.
  11. Once all fields are filled out accurately, you can save the changes, download, print, or share the form as needed.

Complete the 413 Form online today to move forward with your loan application.

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Completing SBA form 413 requires thorough attention to your financial details. Gather all relevant financial documents to accurately report your assets and liabilities. Follow the structured sections of the 413 form carefully, ensuring every item is accounted for. If you need help, platforms like US Legal Forms provide user-friendly guides and templates to facilitate the completion of SBA form 413, making the process more accessible.

To fill out a personal net worth statement effectively, begin by calculating your total assets. Include everything from bank accounts to real estate. Next, subtract your total liabilities to determine your net worth. Make sure to use the 413 form for this process, as it organizes the necessary information neatly. Resources like US Legal Forms can assist you in navigating this statement with confidence.

Filling out an SBA 413 Form requires several steps. Begin by gathering information about your personal financial status, including your income, debts, and assets. Next, clearly and accurately input this information in the designated fields of the 413 Form. Ensure that you review your answers for accuracy, as this document plays a crucial role in financing decisions.

To fill out the 413 Form, start by gathering necessary documentation, like income statements and asset details. Carefully follow the instructions provided in the form, ensuring you input accurate figures for each section. It's crucial to double-check your entries, as errors can lead to delays or complications. If you need assistance, consider using US Legal Forms for easy access to guidance and resources.

A 413 form is a personal financial statement catered to Small Business Administration requirements. It collects vital financial details from individuals applying for loans or grants. The information you provide on the 413 form helps lenders assess your financial stability and creditworthiness. Utilizing platforms like US Legal Forms can assist you in completing this form effectively, ensuring that you present a clear and comprehensive financial picture to potential lenders.

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.

0:04 7:22 SBA Form 413 Instructions - YouTube YouTube Start of suggested clip End of suggested clip Today we're going to go over the sba. Form 413 which is also known as the personal financialMoreToday we're going to go over the sba. Form 413 which is also known as the personal financial statement. What's really important about this form is that you list information as clear as possible and as

A personal financial statement is a snapshot of your personal financial position at a specific point in time. It lists your assets (what you own), your liabilities (what you owe), and your net worth. To get your net worth, subtract liabilities from assets.

Preparing a personal financial statement often requires the expertise of CPAs who could act as auditors, reviewers or as issuers of a compilation report on personal financial statements.

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.

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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
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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 WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
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