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This document serves as an application for joint credit, outlining personal financial information and commitments regarding credit applications.
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How to fill out ADDENDUM TO PERSONAL FINANCIAL STATEMENT

01
Gather all necessary financial documents, including bank statements, investment accounts, and tax returns.
02
Begin with your personal information at the top, including your name, address, and contact details.
03
List your assets, including cash, real estate, vehicles, and investments. Provide the current value for each item.
04
Detail your liabilities, such as mortgages, car loans, credit card debts, and any other obligations. Include the outstanding balance for each.
05
Calculate your net worth by subtracting your total liabilities from your total assets.
06
If required, provide additional information or explanations for any significant changes in your financial situation.
07
Review the completed addendum for accuracy and completeness before submitting it.

Who needs ADDENDUM TO PERSONAL FINANCIAL STATEMENT?

01
Individuals seeking loans or credit that require a detailed financial assessment.
02
Real estate buyers or sellers requiring proof of financial stability.
03
Anyone undergoing financial review for regulatory or legal purposes.
04
Professionals applying for certain licenses or certifications that necessitate financial disclosure.
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People Also Ask about

A PFS form details an individual's financial situation by showing their net worth. The form includes assets, liabilities, and net worth, which is an individual's assets less their liabilities.
Personal Financial Specialist (PFS)
When it comes to long-term financial planning, preparing a Personal Financial Statement (PFS) is one of the best ways to assess your current situation and keep yourself on track to meet goals. The PFS is a relatively simple document that lists what you own (assets) and what you owe (liabilities).
List your assets: Identify and value all your assets using current market values for investments and real estate. List your liabilities: Include all your debts, noting the remaining balances and interest rates. Calculate your net worth: Subtract your total liabilities from your assets to determine your net worth.
How to fill out SBA Form 413 Fill out personal and business contact information. List your assets and calculate total value. Add your liabilities. List sources of income. List any contingent liabilities. Share additional information about assets and liabilities.

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An Addendum to Personal Financial Statement is a document that supplements an individual's financial statement, providing additional details or updates related to their financial situation.
Individuals who are seeking loans, mortgages, or other forms of credit may be required to file this addendum to provide lenders with a complete view of their financial position.
To fill out the addendum, individuals should include relevant updates to their assets, liabilities, income, and expenses since the original financial statement was submitted, ensuring that all information is accurate and up-to-date.
The purpose of the addendum is to ensure that lenders have the most current and comprehensive information about a borrower's financial health, thereby aiding in the decision-making process for credit approval.
The addendum should report any significant changes in assets, liabilities, personal income, expenses, and other financial details that could affect the individual's overall financial picture.
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