Get Sba 413

The Sba 413, also known as the Personal Financial Statement, is a crucial document for individuals seeking loans from the U.S. Small Business Administration. This guide provides step-by-step instructions to help users navigate the online form with clarity and confidence.

Follow the steps to successfully complete your Sba 413 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your personal details including your name, business phone, residence address, and additional contact information in the designated fields.
3. Provide information about the business name of the applicant or borrower to ensure proper identification of the entity applying for the loan.
4. Complete the assets section by detailing all relevant information such as cash on hand, savings accounts, stocks, bonds, real estate, and other personal property. Make sure to describe any items that require further explanation in the respective sections.
5. Fill out the liabilities section accurately by listing accounts payable, notes payable, mortgages, unpaid taxes, and other liabilities. Be thorough in providing details for each liability as indicated in the form.
6. Document your sources of income, including salary and other earnings. If applicable, describe any contingent liabilities, legal claims, and judgments clearly in the designated sections.
7. Use the provided sections to detail information concerning stocks, bonds, real estate, and any other personal property or assets. Ensure all attachments are properly identified and signed when necessary.
8. Review your completed form for accuracy, ensuring that all statements are true and representative of your financial situation. Sign and date the document accordingly.
9. Finally, save your changes. You may choose to download, print, or share the form based on your needs.

Start completing your Sba 413 form online today to facilitate your loan application process.