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This document is a financial statement required by the Nevada Real Estate Division for broker applicants, detailing personal and company information, financial obligations, and authorizations for

How to fill out confidential financial statement

How to fill out Confidential Financial Statement

1. Begin by collecting necessary financial documents such as bank statements, tax returns, and investment records.
2. Fill in personal information, including your name, address, and social security number.
3. List all sources of income, including salary, bonuses, rental income, and any other forms of income.
4. Document all monthly expenses such as housing costs, utilities, groceries, and other living expenses.
5. Provide details of any liabilities, including loans, credit card debt, and mortgages.
6. Include an itemized list of assets, which may include real estate, vehicles, investments, and savings accounts.
7. Review the statement for accuracy and completeness before submission.
8. Sign and date the document to certify that the information provided is true.

Who needs Confidential Financial Statement?

1. Individuals applying for loans or mortgages,
2. Business owners seeking to secure funding or investment,
3. People involved in legal proceedings regarding financial matters,
4. Organizations assessing financial stability for partnerships or contracts.

People Also Ask about

How to write a personal financial statement?

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.

What is financial statement in English?

What are financial statements? Financial statements are written records that illustrates the business activities and the financial performance of a company. In most cases they are audited to ensure accuracy for tax, financing, or investing purposes.

What is a confidential financial statement?

Confidential Financial Information means sensitive financial information of commercial value that a customer or client of the employer gives explicit authorization for the employer to obtain, process, and store and that the employer entrusts only to managers or employees as a necessary function of their job duties.

How to fill out an SBA financial statement?

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.

What is a personal financial statement for a business loan?

Every small business owner needs to create a personal financial statement (PFS), which serves as a personal balance sheet, documenting your assets, liabilities and net worth.

What is a SBA 413 personal financial statement?

SBA Form 413, formally titled “Personal Financial Statement,” is a document that the U.S. Small Business Administration uses to assess the creditworthiness and repayment ability of its loan applicants. This form collects information about your personal finances, such as assets, liabilities and sources of income.

What is a personal financial statement?

How to fill out SBA form 413 Provide basic business information. Report your assets. Report your liabilities. List your source of income and contingent liabilities to complete section 1. Detail your notes payable to banks and others in section 2. Detail the status of your stocks and bonds for section 3.

For pdfFiller’s FAQs

What is Confidential Financial Statement?

A Confidential Financial Statement is a document that provides a detailed overview of an individual's or business's financial status while ensuring that the information remains private and is not publicly disclosed.

Who is required to file Confidential Financial Statement?

Individuals or entities involved in certain financial activities, such as loan applications, government contracts, or specific regulatory requirements, may be required to file a Confidential Financial Statement.

How to fill out Confidential Financial Statement?

To fill out a Confidential Financial Statement, one should gather all relevant financial documents and information, complete the form accurately, ensure all required sections are filled, and submit it according to the specific guidelines provided by the requesting entity.

What is the purpose of Confidential Financial Statement?

The purpose of a Confidential Financial Statement is to provide an accurate representation of an individual's or company's financial health to lenders, regulatory bodies, or partners while maintaining confidentiality of sensitive financial information.

What information must be reported on Confidential Financial Statement?

Typically, a Confidential Financial Statement must report on assets, liabilities, income, expenses, and other financial commitments. Specific requirements may vary based on the entity requesting the information.