Personal financial statement

SBA Form 413 format — what every commercial lender wants. Fill in your numbers, download a clean PDF, send it with your application.

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Your information

Your name As of (date) Home address Business name (if applicable) Phone

Assets

Cash on hand & in banks Savings accounts / CDs IRA, 401(k), or other retirement Accounts & notes receivable Life insurance cash surrender value Stocks & bonds Real estate (current market value) Automobiles (current value) Other personal property Other assets

Liabilities

Accounts payable Notes payable to banks & others Installment account (auto) Installment account (other) Loan(s) against life insurance Mortgages on real estate Unpaid taxes Other liabilities

Annual sources of income

Salary Net investment income Real estate income Other income (alimony, child support, separate maintenance — disclose if you wish counted)

Contingent liabilities

As endorser or co-maker Legal claims & judgments Provision for federal income tax Other special debt

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