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Uotation/Exchange Quotation/Exchange Section 4. Real Estate Owned. (List each parcel separately. Use attachment if necessary. Each attachment must be identified as a part of this statement and signed.) Property A Property B Property C Type of Real Estate (e.g. Primary Residence, Other Residence, Rental Property, Land, etc.) Address Date Purchased Original Cost Present Market Value Name & Address of Mortgage Holder Mortgage Account Number Mortgage Balance Amount of Payment per Month/ Year Stat.

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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.

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 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.

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.

Any real estate you own plays into your overall net worth. Form 413 provides space to describe up to three properties, including the type of real estate, original cost, present market value, mortgage holder information and other details, such as if you are up to date on your payments or you've paid a mortgage in full.

Liabilities include any debts the individual may have including personal loans, credit cards, student loans, unpaid taxes, and mortgages. Debts that are jointly owned are also included. Married couples may create joint personal financial statements by combining their assets and liabilities.

Liabilities: All personal liabilities should be listed on a PFS form. These may include outstanding debts such as a mortgage, vehicle loans, other loans, and credit card balances. Business loans should' be included.

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.

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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