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(3) managing member of a limited liability company (LLC); (4) each owner of 20% or more of the equity of the Applicant (including the assets of the owner's spouse and any minor children); and (5) any person providing a guaranty on the loan. Return completed form to: 7(a) loans - to the lender processing the SBA application; 504 loans - to the Certified Development Company processing the SBA application; ALL Disaster loans - to the Disaster Processing and Disbursement Center at 14925 Kingsport R.

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How to fill out the Form 413 File Online online

Filling out the Form 413 File Online is an important step for individuals who are applying for various types of loans through the U.S. Small Business Administration. This guide will provide you with a comprehensive, step-by-step approach to ensure that you complete the form accurately and effectively.

Follow the steps to complete your Form 413 File Online.

  1. Click the ‘Get Form’ button to obtain the form and open it in an online editor.
  2. Begin filling out your personal information at the top of the form. This includes your name, business phone number, residence address, and residence phone number. Make sure all details are correct and complete.
  3. In the next section, provide the business name of the applicant or borrower. Double-check this for accuracy as it is crucial for the loan processing.
  4. Next, list all your assets in the appropriate sections. Categories include cash on hand, savings accounts, retirement accounts, accounts receivable, life insurance cash values, stocks, real estate, and other personal property. Ensure you complete the required descriptions for each asset as indicated.
  5. Proceed to the liabilities section. Record all outstanding debts, such as accounts payable, notes payable, and any other obligations. Provide the description requested in the relevant sections, making sure to detail each liability accurately.
  6. In the income section, report sources of income including salary, investment income, and other earnings. Describe any other income that supports your financial standing.
  7. Complete the sections detailing stocks and bonds, real estate owned, and any personal property. If necessary, use attachments and make sure each attachment is identified and signed.
  8. Review the certification section carefully. You and other individuals submitting information must sign and date the form, providing your printed names and social security numbers as required.
  9. Once all sections are filled, thoroughly review your responses for accuracy. You can then save changes, download, print, or share the completed form as necessary.

Start filling out your Form 413 File Online today for your loan application process.

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0:00 5:57 Suggested clip No Business Needed How to fill out the SBA Disaster ... - YouTubeYouTubeStart of suggested clipEnd of suggested clip No Business Needed How to fill out the SBA Disaster ... - YouTube

The term personal financial statement refers to a document or spreadsheet that outlines an individual's financial position at a given point in time. The statement typically includes general information about the individual, such as name and address, along with a breakdown of total assets and liabilities.

Fill in basic business information. Add information about your assets. Add information about your liabilities. Complete section 1 for your source of income and contingent liabilities. Complete section 2 with your notes payable to banks and others.

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.

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