Personal Financial Statement Page 2
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2
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4Description of Other Income in Section 1.
(Use attachments if necessary. Each attachment must be identified as part of this statement and signed.)
Section 2. Notes Payable to Banks and Others.
Names and Addresses of
Original
Current
Payment
Frequency
How Secured or Endorsed
Noteholder(s)
Balance
Balance
Amount
(monthly, etc.)
Type of Collateral
. (Use attachments if necessary. Each attachment must be identified as part of this statement and signed.)
Section 3. Stocks, Bonds and Mutual Funds
Market Value
Date of
Number of Shares
Name of Securities
Cost
Total Value
Quotation/Exchange
Quotation/Exchange
(List each parcel separately. Use attachment if necessary. Each attachment must be identified as a part of this statement
Section 4. Real Estate Owned.
and signed.)
Property A-Primary Residence
Property B
Property C
Type of Real Estate (e.g.
Primary Residence, Other
Residence, Rental Property,
Land, etc.) (if jointly owned,
please explain)
Address
Date Purchased
Original Cost
Present Market Value
Name & Address of
Mortgage Holder
Mortgage Account Number
Mortgage Balance
Amount of Payment per
Month/Year
Status of Mortgage
SBA Form 413 (8a) (09-14) Previous Editions Obsolete
Page 2
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Parent category: Business