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PERSONAL FINANCIAL STATEMENT DATE PREPARED: To induce Bonds Only, Inc. to extend credit, and/or to accept the Undersigned as indemnity, the Undersigned submits the following Personal Financial Statement:.

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How to fill out the Bonds Only Inc Personal Financial Statement_DSA online

Filling out the Bonds Only Inc Personal Financial Statement_DSA is an essential step for individuals looking to apply for credit or act as an indemnitor. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to complete your personal financial statement effectively.

  1. Press the ‘Get Form’ button to access the personal financial statement and open it.
  2. Begin by providing your personal information in the designated fields. This includes your full name, address, date of birth, social security number, and contact numbers for home and work. If applicable, include your partner’s information, such as their name, date of marriage, date of birth, and social security number.
  3. Move on to the financial information section. Start with current assets, where you will list cash on hand, cash in specific banks, and other current assets. Ensure accuracy in numbers and include all sources.
  4. Detail your current liabilities in the next section. Document any outstanding debts such as notes payable, accounts payable, and specify any current year’s or prior year’s income taxes unpaid.
  5. Next, you will fill in the information for fixed assets, including real estate holdings and the value of life insurance. Make sure to include any borrowed amounts against life insurance policies.
  6. Complete the contingent liabilities section accurately by providing details for any endorsements or guarantees you may have.
  7. Proceed to fill out the various schedules, including stocks and bonds, accounts receivable, notes receivable, and real estate. Each schedule requires specific information related to the assets or liabilities; ensure that all data is truthful and precise.
  8. After entering all required data, review the information for accuracy and completeness. This is a critical step to ensure you present a reliable financial picture.
  9. Once all fields are completed, you can save your changes, download the document for your records, print a copy, or share it as necessary.

Complete your personal financial statement online today to take the next step towards securing your financial future.

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SBA Form 413, formally titled “Personal Financial Statement,” is a document that the U.S. Small Business Administration uses to assess the creditworthiness and repayment ability of its loan applicants. This form collects information about your personal finances, such as assets, liabilities and sources of income.

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.

How To Fill Out the Personal Financial Statement Step 1: Choose The Appropriate Program. ... Step 2: Fill In Your Personal Information. ... Step 3: Write Down Your Assets. ... Step 4: Write Down Your Liabilities. ... Step 5: Fill Out the Notes Payable to Banks and Others Section. ... Step 6: Fill Out the Stocks and Bonds Section.

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.

How To Fill Out the Personal Financial Statement Step 1: Choose The Appropriate Program. ... Step 2: Fill In Your Personal Information. ... Step 3: Write Down Your Assets. ... Step 4: Write Down Your Liabilities. ... Step 5: Fill Out the Notes Payable to Banks and Others Section. ... Step 6: Fill Out the Stocks and Bonds Section.

SBA loan financial statement requirements: What's required and when. Before closing, you'll need to provide interim financial statements and/or tax returns for your business that were created within the last 120 days before submitting them to the SBA.

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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
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
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
airSlate WorkFlow
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 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232