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Updated onJune 27, 2022

SBA Form 413: Learn How to Complete It

12 Min  Read
Difficulty:moderate
Paige Cerulli
Written by:Paige Cerulli
Business Content Writer

Reviewed by: Kal Salem, MA Accounting - Arizona State University

Fact-checked by: Somer G. Anderson, PhD Finance - Maryville University

SBA Form 413: Learn How To Fill It Out
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  • Section 3: Stocks and Bonds
    • Next, you will need to provide details about any stocks and bonds that you or your spouse own. You will have listed them in the assets column in Section 1. 
    • Number of shares: Detail the total number of shares of each type of stock or bond that you own. 
    • Name of securities: Provide the name of the stock or bond.
    • Cost Basis: Indicate the original purchase cost of a share. 
    • Market value quotation/exchange: Indicate the current market value of a share.
    • Date of quotation/exchange: Provide the date that you checked the current value. 
    • Total value: Multiply the number of shares that you own by the current market value to determine the total current value of your stocks or bonds. 

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About the Authors

Paige Cerulli

Written by: Paige Cerulli

Business Content Writer
547

Paige Cerulli is a content writer and copywriter who specializes in business, finance, pet, and health topics. An entrepreneur herself, Paige enjoys writing about topics that help business owners to make well-informed strategic decisions.

More about me
547
Kal Salem

Reviewed by: Kal Salem

CPA, PMP and Finance Consultant

A CPA and finance professional working with small businesses to educate owners and grow alongside their businesses. He holds a Masters in Accounting and a BS in Supply Chain Management. Owner at Salem CPA Services LLC.

More about me
Somer G. Anderson, Ph.D.

Fact checked by: Somer G. Anderson Ph.D., CPA

Accounting and Finance Professor
500+

Somer G. Anderson has been working in the Accounting and Finance industries for over 20 years as a financial statement auditor, a finance manager in a large healthcare organization, and a Finance and Accounting professor at Maryville University.

More about me
500+

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