FOR FYI, ONLY PURPOSES:
Each 10% or more owner(s) as well as any officers within the firm must complete SBA Form 413, Personal Financial Statement. Be sure and divide all jointly held assets and liabilities in ½. Only place half on your form and remainig ½ on your spouses form. Spouses will need to complete a separate Personal Financial Statement, 413 form.
DO NOT COMPLETE THESE FORMS UNTIL ALL OTHER REQUIRED INFORMATION IS SUBMITTED TO THE RANDALL GROUP AND UPLOADED INTO OUR SHAREFILE SYSTEM. THESE FORMS ARE COMPLETED LAST AND PART OF STAGE 4 OF THE PROCESS.
Link to form 413 - ONLY GOOD FOR 30 DAYS COMPLETE LAST
https://www.sba.gov/sites/default/files/forms/SBA%20Form%20413%20(8a).pdf
ALSO COMPLETE LAST:
Link to form: SBA Form 912 - ONLY GOOD FOR 90 DAYS
https://www.sba.gov/document/sba-form-912-statement-personal-history
Do not date or sign either form until ready to submit to SBA. The Randall Group will inform you when its time to complete the above 2 forms. At this time, we are ONLY informing you of these two requirements so you are aware.