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For use with all 7(a) Programs. Purpose of this form: The purpose of this form is to collect information about the Small Business Applicant (Applicant) and its owners, the loan request, existing indebtedness, information about current or previous government financing, and certain other topics.
SBA Form 4, (Application for Business Loan), SBA Form 4-Schedule A (Schedule of Collateral), and SBA Form 4-I (Lenders Application for Guaranty or Participation) have been renewed and are available on SBAs website at .sba.gov/library.
Documents needed for SBA loan SBA Form 1919 (Borrower Information Form) SBA Form 413 (Personal Finance Statement) Current profit and loss statement, along with schedules from the prior three fiscal years.
How to fill out SBA Form 413 Gather required documents. Select the SBA loan type or program. Enter business and personal information. Add your assets and their value. Add your liabilities and their value. List income and any contingent liabilities. Add any additional details. Review the form, sign and date.
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