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Click ‘Get Form’ to open the SBA Personal Financial Statement Form 5 12 in our editor.
Begin by filling in your personal information at the top of the form, including your name, business phone, and residence address.
In the 'Assets' section, list all relevant assets such as cash, savings accounts, and real estate. Be sure to provide accurate values for each asset.
Next, move to the 'Liabilities' section. Here, detail any outstanding debts or obligations you have. Include notes payable and unpaid taxes.
Complete the 'Source of Income' section by detailing your salary and any other income sources. This helps provide a complete financial picture.
For sections requiring additional details (like stocks or real estate), use attachments if necessary and ensure they are identified as part of your statement.
Finally, review all entries for accuracy before signing and dating the form at the bottom. This certification is crucial for loan processing.

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Who prepares a personal financial statement?

Ordinarily a CPA can compile personal financial statements based on the individuals representation of the estimated current values of assets and the estimated current amounts of liabilities.

What is a personal financial statement form?

At its core, a personal financial statement simplifies your financial details into two categories: Assets are what you own, such as cash, investments, real estate, savings, and valuable personal property like vehicles or jewelry.

What is the personal finance statement for the SBA loan?

What is SBA Form 413? SBA Form 413, formally referred to as Personal Finance Statement, is a form business owners must fill out for most SBA loans. The U.S. Small Business Administration uses this form to assess loan applicants creditworthiness and repayment ability.

What is the SBA personal financial statement form?

What is SBA Form 413? SBA Form 413, also known as the personal financial statement, is intended to collect details about applicants personal finances. The Small Business Administration and approved lenders use this form to help determine a borrowers creditworthiness and ability to repay the loan.

How to fill out an SBA financial statement?

How do you 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.

sba personal financial statement pdf

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