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OMB Approval No 3245-0188 PERSONAL FINANCIAL STATEMENT

OMB Approval No 3245-0188 PERSONAL FINANCIAL STATEMENT-2025

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The document is a Personal Financial Statement form from the U.S. Small Business Administration (SBA) that must be completed by individuals involved in a business seeking a loan. It requires detailed information about assets, liabilities, income sources, and contingent liabilities of the applicant or guarantors. The form aims to assess the financial status and creditworthiness of the individuals associated with the business.

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Click ‘Get Form’ to open the OMB Approval No 3245-0188 PERSONAL FINANCIAL STATEMENT in the editor.
Begin by entering your personal information in the designated fields, including your name, business phone, and residence address. Ensure accuracy as this information is crucial for identification.
Proceed to the 'ASSETS' section. List all assets such as cash, savings accounts, and real estate. Use the provided lines to specify amounts and descriptions where necessary.
Next, move to the 'LIABILITIES' section. Document any outstanding debts or obligations, including notes payable and mortgages. Be thorough in detailing each liability.
Complete the 'SOURCE OF INCOME' section by indicating your income sources like salary and investments. If applicable, describe any other income in the specified area.
Review all sections for completeness and accuracy before signing at the bottom of the form. Ensure that you authorize inquiries for verification purposes.

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How to fill out an SBA personal financial statement?

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.

What is a personal financial statement for a business loan?

A personal financial statement form (PFS form) details an individuals personal financial situation at a specific moment in time. Personal finances are distinct from business finances, and this is often the main document that shows lenders what a commercial borrowers personal situation is like.

What is your personal financial statement?

A step up from a spending plan, it lists your assets (what you own), your liabilities (what you owe) and your net worth (your liabilities subtracted from your assets). Understanding where you are now means you can set future goals and create a plan to get you there.

What is an example of a financial statement?

The income statement, balance sheet, and statement of cash flows are all required financial statements. These three statements are informative tools that traders can use to analyze a companys financial strength and provide a quick picture of a companys financial health and underlying value.

What is an example of personal finance?

Examples of personal finance include planning your monthly spending, balancing your checking account, setting up direct deposit for an IRA, and using cash to pay for expenses like groceries, so you dont overspend.

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.

Who prepares a personal financial statement?

Preparing a personal financial statement often requires the expertise of CPAs who could act as auditors, reviewers or as issuers of a compilation report on personal financial statements. CPAs involved in the preparation of these statements are guided by GAAS or SSARS.

How do I make my own financial statements?

5 steps to prepare your financial statements Step 1: gather all relevant financial data. Step 2: categorize and organize the data. Step 3: draft preliminary financial statements. Step 4: review and reconcile all data. Step 5: finalize and report.

OMB Approval No 3245-0188 PERSONAL FINANCIAL STATEMENT-2025

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

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OMB Approval No 3245-0188 PERSONAL FINANCIAL STATEMENT-2025

Here's how it works

How to use or fill out OMB Approval No 3245-0188 PERSONAL FINANCIAL STATEMENT with our platform

See more OMB Approval No 3245-0188 PERSONAL FINANCIAL STATEMENT versions

Complete this form in 5 minutes or less

Got questions?

How to fill out an SBA personal financial statement?

What is a personal financial statement for a business loan?

What is your personal financial statement?

What is an example of a financial statement?

What is an example of personal finance?

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People also ask

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

Who prepares a personal financial statement?

How do I make my own financial statements?

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