Sba form 413 2025

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The document is a Personal Financial Statement form required by the U.S. Small Business Administration and Park Bank Holmen/La Crosse. It is intended for individuals involved in business ownership or partnerships, requiring detailed information about assets, liabilities, income sources, and other financial obligations to assess creditworthiness for loan applications.

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Click ‘Get Form’ to open SBA Form 413 in the editor.
Begin by entering your personal information, including your name, business phone, and residence address. Ensure accuracy as this information is crucial for identification.
In the 'Assets' section, list all relevant assets such as cash, savings accounts, stocks, and real estate. Use the provided fields to detail each asset's value.
Proceed to the 'Income' section. Fill in your sources of income like salary and investment income. Be thorough to reflect your financial situation accurately.
Next, complete the 'Liabilities' section by detailing any debts or obligations you have. This includes loans and unpaid taxes; ensure you describe each liability clearly.
Finally, review all sections for completeness and accuracy before signing. Utilize our platform’s features to save and share your completed form easily.

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How to prepare a personal financial statement?

How To Create A Personal Finance Balance Sheet Gather Financial Documents. Getting all your financial documents ensures you have accurate information. Make Or Use A Free Personal Financial Statement Template. List Your Assets. List Your Liabilities. Categorize The Information And Add Up The Values. Determine Your Net Worth.

Who needs a personal financial statement?

Whether youre applying for a loan, planning for retirement, or simply want to understand your financial health, this essential document provides the foundation for making informed money decisions.

What is the 20% rule for SBA?

Individuals who own 20% or more of a small business applicant must provide an unlimited personal guaranty. SBA Lenders may use this form.

How to fill out form 413?

How to fill out SBA form 413 Provide basic business information. Report your assets. Report your liabilities. List your source of income and contingent liabilities to complete section 1. Detail your notes payable to banks and others in section 2. Detail the status of your stocks and bonds for section 3.