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This form is required by the U.S. Small Business Administration for individuals involved in applying for a loan, detailing personal financial information including assets, liabilities, income, and
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How to fill out sba personal financial statement

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How to fill out SBA Personal Financial Statement

01
Begin by downloading the SBA Personal Financial Statement form from the SBA website.
02
Provide your personal information, including your name, address, and contact details at the top of the form.
03
List all your assets, including cash, real estate, and investments, along with their values in the designated sections.
04
Detail your liabilities such as loans, mortgages, and credit card debts, and include their amounts.
05
Calculate your net worth by subtracting total liabilities from total assets.
06
Include any additional information required, such as business assets or affiliated company information, if applicable.
07
Review the completed form for accuracy and completeness before submission.
08
Sign and date the form to certify that the information provided is true and accurate.

Who needs SBA Personal Financial Statement?

01
Individuals seeking a loan or financing from the SBA for personal or business purposes.
02
Small business owners applying for government-backed loans.
03
Entrepreneurs preparing to present financial standing to investors or lenders.
04
Anyone needing to assess their personal financial health for planning purposes.
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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.
The SBA loan application process is known to be comprehensive and you'll be asked to provide several documents, including financial statements for your business. And before your loan can close, you'll need to provide that information again.
Application requirements for an SBA loan often include: The last three years of business and personal tax returns. SBA application documents. Personal financial statements. Business bank statements. Business plan and projections, when applicable. Details on the loan purpose and use of funds.
A PFS form details an individual's financial situation by showing their net worth. The form includes assets, liabilities, and net worth, which is an individual's assets less their liabilities.
In your paperwork, you should include a current (dated within 90 days) financial overview statement, as well as financial statements for the past three years. These financial statements are separate from the personal financial statement, which is outlined in SBA Form 413.
All borrowers and guarantors applying for certain SBA loans must fill out SBA Form 413, which is intended to collect details about applicants' personal finances. The Small Business Administration and approved lenders use this form to help determine borrowers' creditworthiness and ability to repay the loan.

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The SBA Personal Financial Statement is a form that provides a detailed overview of an individual's financial status, including assets, liabilities, and net worth, typically required when applying for a loan from the Small Business Administration.
Individuals who are applying for SBA loans, including sole proprietors, partners in a partnership, LLC members, and owners of corporations, are required to file the SBA Personal Financial Statement.
To fill out the SBA Personal Financial Statement, individuals must provide detailed information about their assets and liabilities, including cash, real estate, investments, and debts. It is important to accurately list all financial interests and obligations.
The purpose of the SBA Personal Financial Statement is to assess the financial health of the individual applying for a loan, enabling lenders to evaluate creditworthiness and the ability to repay the loan.
The SBA Personal Financial Statement requires reporting of personal information, assets (such as cash, real estate, and investments), liabilities (such as loans and mortgages), and net worth.
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