Free SBA FORM Personal Financial Statement OMB APPROVAL -


us small business administration personal financial statement

INSTRUCTIONS TO ASSIST IN COMPLETING THE PERSONAL FINANCIAL STATEMENT (SBA FORM ) FOR THE ALASKA UNIFIED CERTIFICATION PROGRAM Please do not make adjustments to your figures pursuant to U.S. Department of Transportation (U.S. DOT). OMB APPROVAL NO. EXPIRATION DATE: 09/30/ PERSONAL FINANCIAL STATEMENT U.S. SMALL BUSINESS ADMINISTRATION As of, US Small Business Administration DPCE Central Office Duty Station Parkview Towers First Avenue 10th Floor, Suite I King of Prussia, PA Download templates in Excel and Word for business plans, financial statements, marketing strategies, sales forecasting, organizational charts and more. SCORE provides you with proven templates to help you start and grow your business. You can work with a .

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Toggle navigation. Section 2. Notes Payable to Banks and Others. Name and Address of Noteholder s Use attachments if necessary. Each attachment must be identified as a part of this statement and signed. Stocks and Bonds. Use us small business administration personal financial statement if necessary.

Real Estate Owned. List each parcel separately. Use attachment if necessary. Other Personal Property and Other Assets. Describe, and if any is pledged as security, state name and address of lien holder, amount of lien, terms 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. Section 8. Life Insurance Held. I certify the above and the statements contained in the attachments are true and accurate as of the stated date s. These statements are made for the purpose of either obtaining a loan or guaranteeing a loan. Attorney General Reference 18 U. If you have questions or comments concerning this estimate or any other aspect of this information, please contact Chief, Administrative Branch, U. Small Business Administration, Washington, D.

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us small business administration personal financial statement


What are SBA loans? SBA loans are long-term, small business loans partially guaranteed by the government. The U.S. Small Business Administration is a federal agency committed to furthering the growth and development of small businesses and partners with . PERSONAL FINANCIAL STATEMENT. U.S. SMALL BUSINESS ADMINISTRATION As of, Complete this form for: (1) each proprietor, or (2) each limited partner who owns 20% or more interest and each general partner, or (3) each stockholder owning 20% or more of voting stock, or (4) any person or entity providing a guaranty on the loan. Name. Business Phone. The SBA uses this form to analyze the repayment ability and creditworthiness of an application for an SBA-guaranteed 7(a) or loan or a guaranteed surety.