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This version of the form is not currently in use and is provided for reference only. Download this version of
SBA Form 413
for the current year.
SBA Form 413 Personal Financial Statement - 7(A) / 504 Loans and Surety Bonds
What Is SBA Form 413?
This is a legal form that was released by the U.S. Small Business Administration on January 1, 2018 and used country-wide. As of today, no separate filing guidelines for the form are provided by the issuing department.
FAQ
Q: What is SBA Form 413?
A: SBA Form 413 is a Personal Financial Statement form.
Q: Who needs to fill out SBA Form 413?
A: Anyone applying for 7(A) or 504 loans or surety bonds from the SBA.
Q: What is the purpose of SBA Form 413?
A: The form is used to assess the personal financial situation of the loan applicant.
Q: Is SBA Form 413 required for all SBA loans?
A: No, it is specifically required for 7(A) and 504 loans, as well as surety bonds.
Q: What information is required on SBA Form 413?
A: The form asks for details about your personal assets, liabilities, income, and expenses.
Q: Are there any specific instructions for filling out SBA Form 413?
A: Yes, the form comes with detailed instructions that should be carefully followed.
Form Details:
- Released on January 1, 2018;
- The latest available edition released by the U.S. Small Business Administration;
- Easy to use and ready to print;
- Yours to fill out and keep for your records;
- Compatible with most PDF-viewing applications;
- Fill out the form in our online filing application.
Download a fillable version of SBA Form 413 by clicking the link below or browse more documents and templates provided by the U.S. Small Business Administration.
Download SBA Form 413 Personal Financial Statement - 7(A) / 504 Loans and Surety Bonds
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