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Farmers & Merchants Bank Personal Financial Statement Current as of: SECTION 2 JOINT PARTY INFORMATION (IF APPLICABLE) Is you are relying solely on your own income or assets as basis for repayment,

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How to fill out sba -personal financial statement

How to fill out an SBA Personal Financial Statement:

01

Begin by gathering all relevant financial documentation, such as bank statements, investment account statements, and tax returns.

02

Download the official SBA Personal Financial Statement form from the Small Business Administration website.

03

Fill in your personal information, including your name, address, social security number, and date of birth.

04

Provide detailed information about your assets, such as cash on hand, real estate holdings, vehicles, and investment accounts. Include accurate valuations for each item.

05

List all liabilities, which may include mortgages, auto loans, credit card debt, student loans, and any outstanding taxes.

06

Calculate your net worth by subtracting your liabilities from your assets.

07

Complete the income section by documenting your annual income from all sources, including wages, rental income, dividends, and any other form of income.

08

Disclose your expenses, including mortgage or rent payments, utilities, insurance premiums, and any other regular monthly expenses.

09

Provide information about your business interests and investments, if applicable.

10

Review the completed form for accuracy and completeness before submitting it.

Who needs an SBA Personal Financial Statement?

01

Small business owners seeking financing through the Small Business Administration often require an SBA Personal Financial Statement.

02

Individuals applying for SBA loans, such as the 7(a) loan or the CDC/504 loan program, typically need to fill out a personal financial statement.

03

Entrepreneurs seeking capital to start or expand their businesses may be required by lenders to provide a personal financial statement as part of the loan application process.

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What is sba -personal financial statement?

SBA Personal Financial Statement is a document that outlines an individual's financial situation by showing their assets, liabilities, income, and expenses.

Who is required to file sba -personal financial statement?

Individuals who are applying for a loan or financial assistance from the Small Business Administration (SBA) may be required to file a Personal Financial Statement.

How to fill out sba -personal financial statement?

To fill out an SBA Personal Financial Statement, individuals need to provide accurate information about their assets, liabilities, income, and expenses. The form can usually be downloaded from the SBA website and must be filled out completely and truthfully.

What is the purpose of sba -personal financial statement?

The purpose of an SBA Personal Financial Statement is to assess an individual's financial health and ability to repay a loan. Lenders and the SBA use this information to evaluate the risk of lending money to the individual.

What information must be reported on sba -personal financial statement?

On an SBA Personal Financial Statement, individuals must report detailed information about their assets, liabilities, income, and expenses. This may include bank account balances, real estate holdings, outstanding debts, and monthly expenses.

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