Sba form 413 fillable 2025

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The document is a Personal Financial Statement used for applying for joint credit. It includes sections for personal information, assets, liabilities, net worth, sources of income, and contingent liabilities. The statement requires signatures from both the applicant and co-applicant and emphasizes the importance of providing accurate financial information to the bank for credit evaluation.

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2006	4.9 Satisfied (293 Votes)

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Where do you put credit card debt on a personal financial statement?

Installment Account Other : Enter amount of the present balance of the debt that you owe for other installment account. Please be sure to indicate the total monthly payment in the space provided. For example, include the balances of all credit card debts in this line.

How to make 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.

What is a personal financial statement 413?

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.

How to fill out an SBA 413 form?

How to fill out SBA Form 413 Fill out personal and business contact information. List your assets and calculate total value. Add your liabilities. List sources of income. List any contingent liabilities. Share additional information about assets and liabilities.

How do you write a simple financial statement?

How to write a financial statement Write an introduction. Detail expenses. Outline financial projections. Include individual financial statements. Determine the break-even point. Include a sensitivity analysis. Feature a ratio analysis. Include funding requests where necessary.

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Can I prepare my own financial statements?

Yes, a non-CPA can prepare financial statements using a few financial frameworks, including FRF (Financial Reporting Framework), tax, cash, and generally accepted accounting principles (GAAP) bases of accounting.

Sba form 413 fillable 2025

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Where do you put credit card debt on a personal financial statement?

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What is a personal financial statement 413?

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How do you write a simple financial statement?

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Can I prepare my own financial statements?

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