Sba Form 413 - Personal Financial Statement Page 2
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5Section 2. Notes Payable to Banks and Others. (Use attachments if necessary. Each attachment must be identified as a part of this statement and signed.)
Original
Current
Payment
Frequency
How Secured or Endorsed
Name and Address of Noteholder(s)
Balance
Balance
Amount
(monthly,etc.)
Type of Collateral
Section 3. Stocks and Bonds. (Use attachments if necessary. Each attachment must be identified as a part of this statement and signed).
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
Section 4. Real Estate Owned.
statement and signed.)
Property A
Property B
Property C
Type of Real Estate (e.g. Primary
Residence, Other Residence, Rental
Property, Land, etc.)
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
(Describe, and if any is pledged as security, state name and address of lien holder, amount of lien, terms
Section 5. Other Personal Property and Other Assets.
of payment and if delinquent, describe delinquency)
Section 6.
Unpaid Taxes.
(Describe in detail, as to type, to whom payable, when due, amount, and to what property, if any, a tax lien attaches.)
Section 7.
Other Liabilities.
(Describe in detail.)
SBA Form 413 (05-12) Previous Editions Obsolete
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