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  1. Click ‘Get Form’ to open the SBA Form 413 in the editor.
  2. Begin by entering your personal information, including your name, business phone, and residence address. Ensure accuracy as this information is crucial for your application.
  3. In the 'Assets' section, list all cash holdings and other financial assets. Be sure to include amounts for each category accurately.
  4. Proceed to the 'Liabilities & Net Worth' section. Here, detail any debts such as notes payable and credit card balances. This will help in assessing your financial condition.
  5. Fill out the 'Sources of Income' section by itemizing all income sources like salary and dividends. This provides a comprehensive view of your financial situation.
  6. Complete the 'General Information' section, answering questions about assets pledged and any legal actions you may be involved in.
  7. Finally, review all entries for accuracy before signing the document electronically within our platform.

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Personal Financial Statement | U.S. Small Business

Feb 13, 2025 This form is used to assess repayment ability and creditworthiness of applicants for: 7(a) loans; 504 loans; Disaster loansRead more

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SBA Form 413 (7a/504/SBG) (01-18) Previous Editions

I authorize the SBA/Lender/Surety Company to make inquiries as necessary to verify the accuracy of the statements made and to determine my creditworthiness.Read more

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