Does AttachKit submit Form 413 to the SBA for me?

No. AttachKit only fills the PDF in your browser. You download the finished form and submit it yourself — to your lender for a 7(a) loan, your Certified Development Company for a 504 loan, or the SBA directly for a disaster loan.

Where do I get the official blank, and which version is current?

Download it from the SBA's own page (linked on this page). The current Form 413 carries OMB control number 3245-0188. Always start from the SBA's latest PDF rather than an old copy, since the form is periodically revised.

How recent does my Form 413 need to be?

Lenders want a fresh statement. SBA guidance generally expects the form to be dated within about 90 days for disaster applications and within roughly 120 days for 7(a)/504 and certification programs, and some lenders enforce a tighter internal window. Confirm the exact cutoff with your lender before you submit.

What are the most common mistakes on Form 413?

Leaving off contingent liabilities such as co-signed loans, pending lawsuits, or tax disputes; listing a life-insurance policy's face amount instead of its cash surrender value; inflating real estate values that later fail an appraisal; and figures that don't reconcile with your tax returns or credit report. Any of these can trigger underwriting callbacks.

General · SBA Form 413

Fill SBA Form 413 online — free

SBA Form 413, the Personal Financial Statement, is the U.S. Small Business Administration form that reports an individual's assets, liabilities, and net worth so the SBA and its lenders can gauge repayment ability and creditworthiness. It backs applications across several programs — 7(a) and 504 loans, disaster loans, surety bond guarantees, the 8(a) Business Development program, and Woman-Owned Small Business certification. You submit the completed form to your lender, your Certified Development Company (for 504), or the SBA (for disaster), not to us. Bring the official SBA blank (we link the current version below); AttachKit auto-fills common fields — your name, address, and the figures you've saved — on your device, and the file never leaves your browser. AttachKit does not submit the form to the SBA or any lender, and it does not give legal, tax, or financial advice.

Your PDF never leaves your browser — open DevTools → Network and watch: the file is never uploaded.

Who needs it: Anyone applying for an SBA loan or certification who is asked for a personal financial statement needs Form 413. That typically means each applicant, every general partner or managing member, each owner of 20% or more of the business, and anyone giving an unlimited personal guaranty — and the form's instructions ask you to include a spouse's and minor children's assets.

Need a blank SBA Form 413? Download from the source, then drop it in below.

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Save your name, address, and other common fields once. Then open the blank SBA Form 413 in the form filler below — AttachKit maps what it can from your saved profile, right in your browser with nothing uploaded.

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Auto-fills repeated identity fields — name, address, and the business name — across the statement so you type them once.
Your completed PDF stays on your device the whole time; the file is never uploaded to a server.
Print, save, or e-sign a clean, legible copy to hand to your lender, CDC, or the SBA yourself.
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SBA Form 413 questions, answered

Does AttachKit submit Form 413 to the SBA for me?: No. AttachKit only fills the PDF in your browser. You download the finished form and submit it yourself — to your lender for a 7(a) loan, your Certified Development Company for a 504 loan, or the SBA directly for a disaster loan.
Where do I get the official blank, and which version is current?: Download it from the SBA's own page (linked on this page). The current Form 413 carries OMB control number 3245-0188. Always start from the SBA's latest PDF rather than an old copy, since the form is periodically revised.
How recent does my Form 413 need to be?: Lenders want a fresh statement. SBA guidance generally expects the form to be dated within about 90 days for disaster applications and within roughly 120 days for 7(a)/504 and certification programs, and some lenders enforce a tighter internal window. Confirm the exact cutoff with your lender before you submit.
What are the most common mistakes on Form 413?: Leaving off contingent liabilities such as co-signed loans, pending lawsuits, or tax disputes; listing a life-insurance policy's face amount instead of its cash surrender value; inflating real estate values that later fail an appraisal; and figures that don't reconcile with your tax returns or credit report. Any of these can trigger underwriting callbacks.

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AttachKit is a private, independent tool for filling and signing PDFs on your own device. It is not a government agency, law firm, or filing service, and is not affiliated with or endorsed by the IRS, USCIS, the U.S. Department of State, or any government body. Forms are provided for convenience — always download the current version and instructions from the official .gov website, and your completed document never leaves your browser.