Sba form 413 2026

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The document is a Personal Financial Statement (Form 413) used by the U.S. Small Business Administration (SBA) for evaluating the creditworthiness and repayment ability of applicants seeking SBA guaranteed 7(a) or 504 loans and surety bonds. It requires detailed financial information from individuals involved in the business, including assets, liabilities, income sources, and contingent liabilities. The form also includes legal notices regarding penalties for false statements and compliance with various federal laws and regulations.

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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, home address, and social security number. Ensure accuracy as this information is crucial for the application process.
In the 'Assets' section, list all relevant assets such as cash, savings accounts, and real estate. Use the provided fields to enter amounts without cents for clarity.
Next, move to the 'Liabilities' section. Document any outstanding debts or obligations you have. This includes loans and unpaid taxes; be sure to describe each liability in detail.
Complete Section 1 regarding contingent liabilities and sources of income. Make sure that your total income matches the total in the assets column.
For Sections 2 through 8, provide detailed descriptions of notes payable, stocks and bonds, real estate owned, unpaid taxes, and other liabilities. Attach additional documents if necessary.
Finally, review all entries for accuracy before signing the form electronically within our platform. This ensures that your submission is complete and ready for processing.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (140 Votes)
2018	4.3 Satisfied (105 Votes)
2014	4.4 Satisfied (540 Votes)
2012	4.3 Satisfied (105 Votes)
2011	4.3 Satisfied (35 Votes)
2008	4.4 Satisfied (71 Votes)
2005	4 Satisfied (36 Votes)
2000	4 Satisfied (42 Votes)
1994	4.4 Satisfied (70 Votes)
1991	4.4 Satisfied (31 Votes)

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Who needs to file financial statements?

If you own a sole proprietorship, partnership, limited liability partnership, or limited partnership, you are not required to file FS with ACRA. For the avoidance of doubt, all SG incorporated companies are required to prepare financial statements, except for those which are dormant relevant companies.

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 financial statement?

Financial statements are used by lenders, investors and other partners to understand a business and its health.

Why do you need a personal financial statement?

A Personal Financial Statement gives you a clear idea of how youre doing financially at any point in time. Its also a great tool to bring with you when applying for a loan. Before you start any journey, you need to know where you are.

Who is required to have financial statements?

Financial Reporting Is Always Mandatory: All businesses, whether theyre small, large, private, or public, must keep detailed reports of their finances. However, private companies are the only businesses exempt from sharing them, unless for tax purposes.

sba 413 pdf

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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.

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.

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.

Sba form 413 2026

Here's how it works

How to use or fill out SBA Form 413 with our platform

See more sba form 413 versions

Complete this form in 5 minutes or less

Got questions?

Who needs to file financial statements?

How to prepare a personal financial statement?

Who needs a financial statement?

Why do you need a personal financial statement?

Who is required to have financial statements?

Security and compliance

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How to fill out form 413?

What is the 20% rule for SBA?

Who needs a personal financial statement?

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