SBA 413 Technical Assistance 2022
Instructions on how to fill out Personal Financial
Exhibits & Documents: (SBA 413): Each Guarantor needs to fill out SBA 413
completely and accurately and sign it.
- SBA 413: Personal Financial Statement ( Form Link
Here ) - (Note:
Please fill out everything including section II and type of
- and section III. If the
sections don't apply to the borrower, please write N/A)
· Page I: Include all information of
the guarantor including “As of Month/Date/Year)
· Section I: Please fill out the asset
& liabilities section accurately including monthly payments where needed
and describe details in designated section if you have any Other Assets or
Other Liabilities (See instruction within brackets for designated sections)
Total in Liabilities Section should
equal to Total Assets. (Net Worth =
Total Assets – Total Liabilities.
· Section 2: Please include all info
and fill out necessary boxes.
· Section 4: Please include all
your personal properties and all the info in the boxes.
· Sign and date with SSN.
Life insurance cash value does not mean the face value of the policy. Please do not enter the face value of your life insurance policy.
Personal property means furniture, jewelry, electronics, etc.
Be sure to list HELOC on homes if applicable.
Other Assets always needs to be described in the associated field.
COVID Visiting Instructions for SBA Direct guests
Please keep in mind: SBA DIRECT GUEST ARRIVAL- INCLUDES COVD CHANGES We are located in the Monarch Tower building in Buckhead. 3424 Peachtree Road NE, Suite 2200, Atlanta, GA. 30326 Upon your arrival, you will need to park in the P3 floor… enter the ...