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CLEAR OMB APPROVAL NO.: 3245-0188 EXPIRATION DATE: 01/31/2018 PERSONAL FINANCIAL STATEMENT 7(a) / 504 LOANS AND SURETY BONDS U.S. SMALL BUSINESS ADMINISTRATION As of , SBA uses the information required.

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How to fill out the SBA Form 413 (7a-504-SBG) online

Filling out the SBA Form 413 (7a-504-SBG) is an essential step in applying for an SBA guaranteed loan. This guide provides clear and detailed instructions to assist you in completing this form accurately and effectively, ensuring a smooth application process.

Follow the steps to complete the SBA Form 413 online.

  1. Click the ‘Get Form’ button to access the form and open it in your online editor.
  2. Enter the date and other identifying information at the top of the form, such as your name, business phone number, home address, and the applicant's business name.
  3. Fill in the assets and liabilities section. List each asset, omitting cents, and provide the total amount. Make sure to describe any complex assets in the provided sections.
  4. Move to Section 1, where you need to disclose all sources of income. Ensure the total income matches the assets listed.
  5. For Section 2, provide detailed information regarding any notes payable to banks and other lenders, including names, balances, and types of collateral.
  6. Complete Section 3, detailing your stocks and bonds. Use attachments if necessary and ensure to sign these statements.
  7. In Section 4, list your real estate properties individually, providing all requested details for each parcel, like address and market value.
  8. Describe any other personal property and assets in Section 5, specifying any liens and terms.
  9. Detail unpaid taxes as instructed in Section 6, including amounts and relevant property.
  10. In Section 7, provide information regarding any other liabilities. Be thorough and detailed.
  11. Complete Section 8 by listing all life insurance policies, their values, and beneficiaries.
  12. Sign and date the form at the end, certifying that all information is accurate and complete.
  13. Once finalized, you can save your changes, download the completed form, print it, or share it as needed.

Take the next step in your application process by filling out your SBA Form 413 online today.

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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.

How Secured / Endorsed Type of Collateral: It should be mentioned here about your loans whether they are secured or unsecured. Credit cards are usually unsecured and for secured loans you should mention how they are secured, for example by describing the object or the real estate which you have used as collateral.

Accounts Payable: Total credit card and other revolving debt. ... Notes Due - Partnership: Notes that are payable to a partnership or business for a loan that you have received personally. Taxes Payable: Delinquent amount of taxes due. Mortgage Debt: Outstanding balance of mortgage debt.

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.

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© Copyright 1997-2026
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
Your Privacy Choices
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Help Portal
Legal Resources
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
altaFlow
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 1997-2026
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232