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Replace Last Name Field to the Financial Statement (Personal)

Replace Last Name Field to the Financial Statement (Personal) and eSign it in minutes

Aug 6th, 2022

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How to Replace Last Name Field to the Financial Statement (Personal)

5 out of 5

24 votes

when you go to apply for an sba loan one of the very first things your lender is going to request is the personal financial statement or 413 as the sba calls it government really needs to get better at naming forms anywho based on my 10 plus years experience as an sba lender youre gonna get this form wrong more often than you get it right and thats gonna lead to unnecessary back and forth between you and your lender and nobody wants that hey im ray drew an actual sba lender and in this video im gonna show you step by step how to fill out the 413 and at the end of this video im going to share the number one mistake applicants make when completing this form [Music] first of all make sure youre filling out the right version of the personal financial statement the sba updates it every couple of years in the top right of page one youll see an expiration date if the form is expired you have the wrong one page 1 shows the instructions for the form and based on my experience 99 of peopl

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Do I need to tell HMRC if I change my name?

If your name is incorrectly held on the HMRC systems at the Tax Office etc then I suggest you look at your personal details held within your Personal Tax Account. If you cant make the correction then you can contact the Tax Office ask them to make the correction on 0300 200 3300.

Do I need to tell HMRC that I am married?

0300 200 3100 the official HMRC app. your personal tax account or business tax account using HMRC online services.

How do I contact HMRC?

The Income Tax: general enquiries helpline is 0300 200 3300. Dial 18001 0300 200 3300 to contact the Income Tax: general enquiries helpline by text relay. HMRC also offers a textphone service for some of its helplines.

Who do I need to inform that Im married?

Who You Need to Notify of a Name Change The passport office (see more details below) The DVLA (driving licence, vehicle registration) HM Revenue and Customs. Child Benefit. Local Authority (Council tax and electoral register) Land Registry. Student Loans. Your employer.

Can you do a joint tax return UK?

You can apply for tax credits as a single person, or as a couple (known as a joint claim) if youre both 16 or over and living in the UK. Usually, you must make a joint claim if: youre married or in a civil partnership (and not permanently or legally separated)

What is HMRC postal address?

The postal address is: HM Revenue and Customs VAT Written Enquiries Team, Alexander House, 21 Victoria Avenue, Southend on Sea, SS99 1BD. CIS enquiries: telephone 0300 200 3210 or textphone 0300 200 3219. Lines are open from 8am to 8pm Monday to Friday and 8am to 4pm on Saturday.

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