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Sba personal financial statement form 5 12 2025

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The document is a Personal Financial Statement form required by the U.S. Small Business Administration (SBA) for individuals involved in a loan application, including proprietors, partners, and significant equity owners. It collects detailed financial information about assets, liabilities, income sources, and other relevant financial data to assess creditworthiness for various SBA loan programs. The form includes instructions for submission based on the type of loan and emphasizes the legal consequences of providing false information.

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How to fill out an SBA personal financial statement?

If youre ready to fill out SBA Form 413, follow the steps below. 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.

What is SBA Form 5?

The form is used by business owners to apply for assistance to repair or replace disaster-damaged real estate or business property.

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.

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.

How to do a personal financial statement?

List your assets: Identify and value all your assets using current market values for investments and real estate. List your liabilities: Include all your debts, noting the remaining balances and interest rates. Calculate your net worth: Subtract your total liabilities from your assets to determine your net worth.

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How to complete an SBA personal financial statement?

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.

Sba personal financial statement form 5 12 2025

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How to fill out an SBA personal financial statement?

What is SBA Form 5?

What is a personal financial statement for a business loan?

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

How to do a personal financial statement?

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How to complete an SBA personal financial statement?

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