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SBA-413: Personal Financial Statement

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SBA-413: Personal Financial Statement

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Why does SBA-413: Personal Financial Statement matter?

is federal form SBA-413 (Personal Financial Statement). A detailed personal financial statement required from owners and principals of small businesses applying for SBA programs. It captures assets, liabilities, net worth, and income sources. Used for 8(a) certification, HUBZone applications, SBA loans, and surety bond guarantee program eligibility.

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Related Glossary Terms

SBA — Small Business AdministrationAgencySet-Aside — Small Business Set-AsideContract TypeSDVOSB — Service-Disabled Veteran-Owned Small BusinessCertificationHUBZone — Historically Underutilized Business ZoneCertificationWOSB — Women-Owned Small BusinessCertification

Related Entities

Government forms hubHubSmall Business AdministrationAgency

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What is SDVOSB?QuestionWhat is sole source procurement?Question

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Related Forms

SBA-355 — Information for Small Business Size Determinationsmall-businessSBA-8(a) — 8(a) Business Development Program Applicationsmall-businessSBA-912 — Statement of Personal Historysmall-businessSBA-1623 — Surety Bond Guarantee Agreement of Indemnitysmall-businessSBA-1624 — Surety Bond Guarantee Applicationsmall-businessDD-2579 — Small Business Coordination RecordDD

When Is This Form Used?

Small business owners submit SBA-413 with applications for SBA certifications, loans, or bond guarantee programs to demonstrate personal financial capacity and eligibility.

Form Details

Form Number
SBA-413
Prefix / Series
SBA
Category
Small Business
Full Name
Personal Financial Statement

Other SBA Forms

SBA-355 — Information for Small Business Size DeterminationSmall BusinessSBA-8(a) — 8(a) Business Development Program ApplicationSmall BusinessSBA-912 — Statement of Personal HistorySmall BusinessSBA-1623 — Surety Bond Guarantee Agreement of IndemnitySmall BusinessSBA-1624 — Surety Bond Guarantee ApplicationSmall BusinessSBA-159 — Fee Disclosure and Compensation AgreementSmall Business

More Small Business Forms

DD-2579 — Small Business Coordination RecordDDVA-10-0143 — Certification of Service-Disabled Veteran-Owned or Veteran-Owned Small BusinessVANASA-1668 — Small Business Subcontracting PlanNASAFAR 52.219-9 — Small Business Subcontracting PlanSFVA-10-0103 — Veteran-Owned Small Business CertificationVA

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Bureauify. (2026). SBA-413: Personal Financial Statement — Federal Contract Intelligence. Bureauify Federal Intelligence. Retrieved , from https://bureauify.com/form/sba-413-personal-financial-statement

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