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Get the free SBA Form 413: What's Required for 7(a) and 504 Loans

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LOAN APPLICATION In addition to the following information, you are also required to complete the SBA Personal Financial Form, which can be downloaded at https://www.sba.gov/sites/default/files/forms/SBA_Form_413_7a504SBG.pdf.BUSINESS
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How to fill out sba form 413 whats

01
Gather all necessary financial documents such as tax returns, bank statements, and profit and loss statements.
02
Fill out the personal financial statement section with information about your assets, liabilities, and sources of income.
03
Provide detailed information about any real estate you own including rental income and mortgage details.
04
Include information about any other investments, retirement accounts, and life insurance policies you have.
05
Review the form for accuracy and completeness before submitting it to the Small Business Administration.

Who needs sba form 413 whats?

01
Individuals applying for a loan or financial assistance from the Small Business Administration.
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SBA Form 413 is the Personal Financial Statement form required by the Small Business Administration.
Individuals applying for SBA loans or assistance may be required to file SBA Form 413.
One can fill out SBA Form 413 by providing accurate financial information including assets, liabilities, income, and expenses.
The purpose of SBA Form 413 is to evaluate the financial position of individuals applying for SBA loans or assistance.
Information such as assets, liabilities, income, and expenses must be reported on SBA Form 413.
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