Tightwad Bank Personal Financial Statement 2004-2025 free printable template

(Fill in all blanks, writing NO or NONE where necessary to complete information ... Personal Financial Statement Fill-in Revised Form Revised 3/11/ 2004. 0.00 ...

How to fill out blank financial statement form

How to fill out Tightwad Bank Personal Financial Statement

1. Start by entering your personal information, including your name, address, phone number, and Social Security number.
2. List your income sources, detailing monthly amounts from employment, investments, and any other avenues.
3. Detail your monthly expenses, categorizing them into fixed (like rent/mortgage) and variable (like entertainment).
4. Include information about your assets, such as bank accounts, retirement accounts, real estate, and personal property.
5. Document your liabilities, listing any debts like loans, credit cards, or mortgages.
6. Review the statement for accuracy, ensuring all figures are up-to-date and correctly categorized.
7. Sign and date the statement before submission.

Who needs Tightwad Bank Personal Financial Statement?

1. Individuals seeking personal financing or loans from Tightwad Bank.
2. Clients wanting to have a comprehensive overview of their financial situation.
3. Those applying for financial assistance or advice to improve their financial management.

Video instructions and help with filling out and completing printable personal financial statement

Instructions and Help about blank personal financial statement template

The question I'm not going to answer the question that I'm going to answer today is how to complete the personal financial statement correctly this is a common question because the personal financial statement is often completed incorrectly causing delays and even loan declines, so I'm going to answer this in two videos first video is going to show you how to complete the personal financial statement correctly which will save you time and headache the second video is going to show you how the bank will interpret your personal financial statement which will help you identify the strengths and weaknesses of your personal financial statement, and you'll be able to make some adjustments hopefully prior to submission of your personal financial statement personal financial statements also called the PFS just the acronym for it okay so couple quick things you only have one time to give your first impression so let's do it right, so the personal financial statement is a personal document to reflect you and your spouse's financial situation not your businesses not any third parties your uncle's financial information any money they're going to give you etcetera it is to reflect you and your spouse the form that we're going to go over today is called the SBA form 4:13 this is issued by the SBA, and it is required if you are completing an SBA loan and if you're not doing an SBA loan it's a good form to know most banks use it anyway and if you have one of their personal financial statements you can typically just sign their form and then use this one instead okay so let's get started up in the top right here you are going to see expiration date the first thing you want to make sure is that the form is current this one expires September 2014 below that you're going to see an as of date this is where you are going to put the date as all this information is based on I suggest let's pretend today is July 15th, so I would have you print off all of your documents your bank statements your credit card statements your mortgage statements your car loans every financial doubt your stock certain stock information all of those documents as of 6:30, so you want to do go back to the previous month and print off all your documents ending with the last day of the month, so I would put 6:30 up here if it was 7:15 today okay down towards the first third of the second third of the page you're going to see name this is for you and your spouse's name the rule is this if you file a tax return joint then both of those names are to be listed on the personal financial statement just because your spouse is listed does not mean that he or she is a guarantor on the loan, but it does represent that you two own assets together okay residents address is below that I recommend putting wherever you live currently that's usually your personal or primary residence however it could be an apartment, or you could be wherever you're living currently below that is business name and applicant name...

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To do this, type a space before the equal sign when you enter the formula. You can also use the null value, which is represented by two double quotes ("""). If you want to return a blank cell, you can use the ISBLANK function. This function returns TRUE if the cell is blank, and FALSE if it is not blank.

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A statement of account, or account statement, is issued by a vendor to a client. It lists all financial transactions between the two businesses within a specific time period (typically monthly).

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Details on Statement of Account Name and Address. Top Half – On the top half of the statement the customer's full business name and address needs to be included, as well as yours, the seller, with contact numbers. Reference. Date. Opening Balance. Headings. Totals/Interest. Extra Details. Remittance.

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What is a Statement of Account? A statement of account is a detailed report of the contents of an account. An example is a statement sent to a customer, showing billings to and payments from the customer during a specific time period, resulting in an ending balance.

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A blank statement is a statement that does not contain any information, such as a statement that is intentionally left empty. It is often used to indicate that the content of the statement is unknown or to invite the reader to fill in their own information.

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The best way to fill out blank statements is to answer them truthfully and completely. Make sure to provide all relevant information and be as specific as possible. When possible, support your answer with facts and examples.

What information must be reported on blank statements?

Bank statements typically include the following information: account holder name and address, account number, date of the statement, beginning and ending balance, deposits, withdrawals, checks, fees, and other charges.

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Blank statements generally need to be filed by individuals or companies who are legally obligated to disclose certain information. This requirement can vary depending on the context, but here are some common examples: 1. Publicly traded companies: Companies listed on stock exchanges are required to file blank statements, usually known as periodic financial reports or SEC filings, to provide shareholders and the public with relevant financial and operational information. 2. Nonprofit organizations: Nonprofits may be required to file blank statements, called Form 990, with the Internal Revenue Service (IRS) in the United States. These statements disclose financial information and details about activities, governance, and executive compensation. 3. Political candidates and campaigns: Individuals or campaign committees running for political offices may be required to file blank statements of contributions, expenses, and financial activities to comply with campaign finance laws. 4. Lobbyists and lobbying organizations: Depending on local regulations, lobbyists or organizations engaged in lobbying activities may have to file blank statements to disclose their lobbying expenditures, clients, or activities. 5. Companies seeking government contracts: When bidding for government contracts, companies may be required to submit blank statements, known as statements of qualifications or bid proposals, to detail their capabilities, experience, and pricing. It is important to note that the specific requirements for filing blank statements may vary by jurisdiction and industry. It is always wise to consult legal and regulatory resources to ensure compliance with the relevant rules and regulations.

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What is Tightwad Bank Personal Financial Statement?

The Tightwad Bank Personal Financial Statement is a document that provides a summary of an individual's assets, liabilities, income, and expenses. It is used to assess financial health and aid in loan applications or personal financial planning.

Who is required to file Tightwad Bank Personal Financial Statement?

Individuals seeking loans or credit from Tightwad Bank, as well as those who want to evaluate their financial position for personal planning, are generally required to file the Tightwad Bank Personal Financial Statement.

How to fill out Tightwad Bank Personal Financial Statement?

To fill out the Tightwad Bank Personal Financial Statement, start by entering personal information, then list all assets including cash, real estate, and investments. Next, record all liabilities, such as loans and debts. Finally, calculate net worth by subtracting total liabilities from total assets.

What is the purpose of Tightwad Bank Personal Financial Statement?

The purpose of the Tightwad Bank Personal Financial Statement is to provide a clear financial overview to assist in loan approval processes, financial assessments, and personal budgeting or investment decisions.

What information must be reported on Tightwad Bank Personal Financial Statement?

The Tightwad Bank Personal Financial Statement requires reporting of personal identification details, assets (like cash, property, and investments), liabilities (such as loans and credit card debts), income sources, and monthly expenses.