Personal financial statement modeled on SBA Form 413, disclosing personal assets, liabilities, income, and contingent liabilities. Required for SBA loans and many commercial credit facilities when principals hold 20%+ ownership.
The Personal Financial Statement (SBA 413 style) is a ready-to-use finance & investment template you can send for signature in minutes. It is written for 1 signer (applicant) and, by default, expires 30 days after it is sent if left unsigned. It covers sba, sba 413, personal financial statement, commercial lending, net worth, disclosure. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.
Document Preview
# Personal Financial Statement (SBA 413 style) *This statement is modeled on SBA Form 413. It is required for all principals owning 20% or more of the applying business entity. Provide information as of the date shown below. Submit a separate statement for each qualifying principal.* **Statement Date:** ___________ **Business Name (if applicable):** ___________ --- ## Section 1 — Applicant Information **Full Legal Name:** ___________ **Home Address:** ___________ **City:** ___________ **State:** ___________ **ZIP Code:** ___________ **Date of Birth:** ___________ **Social Security Number:** ___________ **Phone:** ___________ **Email:** ___________ **Ownership Percentage in Applying Business:** ___________ --- ## Section 2 — Assets *List all personal assets at fair market value.* **Cash on Hand and in Banks:** ___________