Easily Insert Mandatory Field to the Financial Statement (Personal)

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How to Insert Mandatory Field to the Financial Statement (Personal)

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hello in this video we are going to go over how to fill out the sba form 413 which is the personal financial statement that is used mostly for sba 7a and 504 loans as well as other sba loan programs that are listed here on page one we are going to start with page two and go over the very basic information name phone number address uh make sure you put in the business that youre applying for the business address the type of corporation the business is as well as the date of this of the information that you are providing now whats really important on this is you make sure that you understand that this is a personal financial statement and not a business financial statement what that means is you really need to make sure that youre putting in personal information nothing related to your business so youre not going to put in business assets or business debt or liability on this form so were going to start here and the whole point of this is for the bank to understand your personal ass

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What do you put on a personal financial statement?

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.

What are examples of personal financial records?

How To Make a Personal Financial Statement Unpaid income taxes. Latest statement of your loans such as business loans and car loans. Personal property with good value. Any real estate income. Bank statements for checking and savings accounts. Your investment income, IRA and retirement funds.

Do you include 401k in personal financial statement?

Some of the assets and liabilities that should be listed include: Cash in a checking or savings account. An IRA, 401(k), or any other retirement accounts.

What should not be included in a personal financial statement?

This includes all forms of income and expensestypically expressed in the form of monthly or yearly amounts. The following items are not included in a personal financial statement: Business-related assets and liabilities: These are excluded unless the individual is directly and personally responsible.

How do I fill out a personal financial statement for SBA?

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.

How do you write a personal financial statement?

To create a personal financial statement, follow these simple steps: 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.

What are the 4 basic financial statements?

For-profit businesses use four primary types of financial statement: the balance sheet, the income statement, the statement of cash flow, and the statement of retained earnings.

What is personal financial statement for SBA?

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.

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Insert Mandatory Field to the Financial Statement (Personal)