SBA Form 468.3, Partnership Quarterly Financial Report

SBA Form 468.3, Partnership Quarterly Financial Report
SBA Form 468.3, Partnership Quarterly Financial Report

What Is SBA Form 468.3?

SBA Form 468.3, Partnership Quarterly Financial Report is a form used by Small Business Investment Companies (SBICs) for submitting quarterly financial reports to the Small Business Administration (SBA). The form is filed by all SBIC Partnerships and needs to be submitted within 30 days from the end of each quarter.

The latest version of the form was released by the SBA in March 2014 with all previous editions obsolete. An updated SBA Form 468.3 printable version is available for download and digital filing below.

The SBA Form 468.2 (Partnership Annual Financial Report) is a related form used SBIC Partnerships for submitting their yearly financial report to the SBA.

SBA Form 468.3 Instructions

SBICs that are organized as limited partnerships must use the partnership version 3.6 of the electronic reporting software supplied by the SBA. The reporting software for partnerships and corporations is available on the SBA website. Partnership version 3.6 is compatible with Microsoft Windows 7, Windows XP, and Windows Vista operating systems.

You may request a CD-ROM copy of the reporting software if you’re not able to download or use it on your computer. Sending your request to SBA’s Office of Investment at with the subject line “Request for SBIC Reporting Software”. All requests should contain your complete mailing address and SBIC type to determine the applicable version of the software.

SBA Form 468.3 Related Publications


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