Get Sba 413 2014-2025

The SBA 413 form is a crucial document used by the U.S. Small Business Administration to assess the financial standing of individuals applying for loans or surety bonds. This guide provides a comprehensive walkthrough for users to accurately complete the SBA 413 online, ensuring clarity and precision.

Follow the steps to successfully complete your SBA 413 online.

1. Press the ‘Get Form’ button to access the SBA 413 form and open it in your preferred editor.
2. Begin by entering the date at the top of the form (as of ________________, ________). This is the date on which you are completing the form.
3. Fill in your personal information, including your name, business phone number, home address, home phone number, and city, state, & zip code.
4. Provide the business name of the applicant in the designated field.
5. Next, you will need to list your assets. This section includes categories such as cash, savings accounts, and real estate. Fill in the amounts for each category in the spaces provided, omitting cents.
6. Proceed to the liabilities section, where you will record details such as accounts payable, notes payable, and any mortgages. Again, ensure amounts are recorded without cents.
7. Complete the section on liabilities, detailing any unpaid taxes and other liabilities. Be as accurate as possible, using the descriptions provided.
8. In Section 1, detail your contingent liabilities, source of income, and ensure the total in the assets column equals the total liabilities and net worth.
9. Move to Section 2, listing notes payable to banks and others, including original balance and current balance for each note held.
10. In Section 3, outline your stocks and bonds, indicating the number of shares and their market value.
11. For Section 4, if you own real estate, provide details for each parcel, including type, address, date purchased, original cost, and current mortgage details.
12. In the final sections, describe any personal property, unpaid taxes, and life insurance held. Provide comprehensive details where applicable.
13. Finally, review the certification statement at the bottom of the form. Sign and date it to certify that all information is true and accurate before submitting.
14. After completing the SBA 413, save your changes, and consider downloading or printing the form for your records or sharing it with the appropriate lender or agency.

Start filling out the SBA 413 online today to take the next step in your financial journey.