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Sba form 413 2025

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The document is the U.S. Small Business Administration's Personal Financial Statement Form (SBA Form 413), which collects financial information from business applicants and their owners to assess creditworthiness and repayment ability for SBA loans, surety bonds, and participation in specific programs like the Women-Owned Small Business (WOSB) Program and the 8(a) Business Development Program. It outlines the requirements for completing the form, including asset and liability disclosures, certifications, and penalties for false statements.

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Click ‘Get Form’ to open SBA Form 413 in the editor.
Begin by entering your personal information, including your name, business phone, and home address. Ensure that this information is current as of the date you are submitting the form.
In the 'Assets' section, list all relevant assets such as cash, savings accounts, and real estate. Be sure to omit cents and provide accurate figures.
Next, move to the 'Liabilities' section. Here, detail any outstanding debts or obligations. Again, omit cents and ensure totals are accurate.
Complete sections regarding income sources and contingent liabilities. This includes salary and any other income streams you wish to disclose.
Review all entries for accuracy before signing the certification at the end of the form. If applicable, include spousal signatures where required.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (140 Votes)
2018	4.3 Satisfied (105 Votes)
2014	4.4 Satisfied (540 Votes)
2012	4.3 Satisfied (105 Votes)
2011	4.3 Satisfied (35 Votes)
2008	4.4 Satisfied (71 Votes)
2005	4 Satisfied (36 Votes)
2000	4 Satisfied (42 Votes)
1994	4.4 Satisfied (70 Votes)
1991	4.4 Satisfied (31 Votes)

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What is the 20% rule for SBA?

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 fill out form 413?

How to fill out SBA form 413 Provide basic business information. Report your assets. Report your liabilities. List your source of income and contingent liabilities to complete section 1. Detail your notes payable to banks and others in section 2. Detail the status of your stocks and bonds for section 3.

How to prepare 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.

Who needs a personal financial statement?

Whether youre applying for a loan, planning for retirement, or simply want to understand your financial health, this essential document provides the foundation for making informed money decisions.