Looking for a Sba Form 413 Templates? Download it for free!

Form Sba Form 413 - Personal Financial Statement/adjusted Personal Net Worth Worksheet Page 9

INSTRUCTIONS FOR COMPLETING THE PERSONAL FINANCIAL STATEMENT

EXAMPLES: John and Mary Smith jointly own acreage valued at $200,000. They each claim 50% ownership on the

property. John would only report his 50% interest, $100,000, on his Personal Net Worth Statement. Mary Smith

has a vacation home in another state valued at $200,000. She owns the vacation home in its entirety. John would

not report this on his Personal Net Worth Statement.

CHECKLIST:

1. Sign and date the personal financial statement.

2. The personal financial statement should be no more than 90‐days old at the time of submission.

Form Sba Form 413 - Personal Financial Statement/adjusted Personal Net Worth Worksheet Page 9