SBA 413 Technical Assistance 2022

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 collateral
  • 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.

Please Remember!
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.

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