Sba form 413d 2026

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The document is a Personal Financial Statement form (SBA Form 413D) used by the U.S. Small Business Administration (SBA) to assess the creditworthiness and repayment ability of applicants for disaster loans. It requires detailed financial information from business owners, including assets, liabilities, income sources, and personal information. The form also includes legal notices regarding penalties for false statements and outlines the SBA's rights under various laws related to financial privacy and information disclosure.

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Click ‘Get Form’ to open SBA Form 413D in the editor.
Begin by entering your personal information, including your name, business phone, and residence address. Ensure accuracy as this information is crucial for your application.
In the 'Assets' section, list all relevant assets such as cash, real estate, and personal property. Use the provided fields to describe each asset clearly.
Proceed to the 'Liabilities' section. Here, detail any outstanding debts or obligations. Be sure to include monthly payment amounts where applicable.
Complete sections regarding stocks and bonds, real estate owned, and other personal property as instructed. Attach additional documents if necessary.
Finally, review all entries for accuracy before signing the certification at the end of the form. This step is essential as it confirms that all information provided is true.

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What is an SBA form 413?

Youll need to complete SBA Form 413 if youre applying for a 7(a) loan, 504 loan or surety bond. If youre applying for a business disaster loan, you must complete this form unless your business is structured as a sole proprietorship.

What is a 413 form?

Individuals who own 20% or more of a small business applicant must provide an unlimited personal guaranty. SBA Lenders may use this form.

How to complete SBA form 413?

Form 413 is required if youre applying for an SBA 7(a) loan or disaster loan. Its also used to help the SBA determine if you are a disadvantaged business and meet the requirements for their women-owned small business (WOSB) and 8(a) business development program.