The following is a detailed list of items needed to complete the Personal Financial Statement section of your 8(a) or EDWOSB Application.
Please note, this list may or may not cover every personal asset or liability you may have and should serve as only a general list.
All amounts reported to the SBA must be no older than 30 days old when submitted to the SBA.
Please note. We have a downloadable Personal Financial Statement Worksheet for purchase that will help you collect, track and ensure that your Adjusted Net Worth is less than the regulatory limit.