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11200 W. Plank Court 21505 E Moreland Blvd. Waukesha, WI 53186 Wauwatosa, Fax 414.918.0881 Phone 414.459.4550, WI 53226 414.761.1000 Personal Financial Statement Name Social Security No. D.O.B. Spouse

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What is personal financial statement?

A personal financial statement is a document that outlines an individual's financial position at a specific point in time.

Who is required to file personal financial statement?

Elected officials, government employees, and individuals in certain professions may be required to file a personal financial statement.

How to fill out personal financial statement?

Personal financial statements can be filled out by documenting assets, liabilities, income, and expenses in the provided form.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide transparency and accountability regarding an individual's financial situation.

What information must be reported on personal financial statement?

Information such as assets, liabilities, income sources, and debts must be reported on a personal financial statement.

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