Get the free PERSONAL FINANCIAL STATEMENT - Bank of Ann Arbor

Name: Fillable Online PERSONAL FINANCIAL STATEMENT - Bank of Ann Arbor Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.7 (59 reviews)

Get Form

Show details

PERSONAL FINANCIAL STATEMENT Confidential If you are applying for an individual account in your own name or offering only your own personal guaranty, please only include your income and assets and

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign personal financial statement

Edit your personal financial statement form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your personal financial statement form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit personal financial statement online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

To use our professional PDF editor, follow these steps:

1

Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.

2

Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.

3

Edit personal financial statement. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.

4

Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.

pdfFiller makes working with documents easier than you could ever imagine. Register for an account and see for yourself!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out personal financial statement

How to fill out a personal financial statement:

01

Gather all necessary documents: Before starting to fill out a personal financial statement, collect all relevant financial documents such as bank statements, investment statements, tax returns, and any other financial records.

02

Start with personal information: Begin by providing your personal details, including your name, address, contact information, and social security number. This information helps to identify the statement as yours.

03

List your assets: Enumerate and describe all your assets, including cash, real estate, investments, vehicles, and valuable possessions. Provide accurate and up-to-date information about the value and ownership of each asset.

04

Outline your liabilities: Itemize your liabilities, such as mortgages, loans, credit card debts, and any other outstanding debts. Clearly state the amounts owed, interest rates, and payment terms for each liability.

05

Specify your income: Detail your sources of income, including salary, wages, rental income, dividends, and any additional income streams. Make sure to provide accurate and comprehensive information regarding each income source.

06

Disclose your expenses: Outline your monthly expenses, including rent or mortgage payments, utilities, groceries, transportation, insurance, and any other regular expenditures. Be thorough and precise to reflect your true financial situation.

07

Calculate your net worth: Subtract your total liabilities from your total assets to determine your net worth. This will provide a snapshot of your financial health and standing.

08

Who needs a personal financial statement? Individuals applying for loans, mortgages, or credit cards often need to submit a personal financial statement. It is also useful for individuals seeking to assess their personal financial position and create a plan for achieving financial goals.

Remember, it is essential to be truthful, accurate, and transparent when filling out a personal financial statement. Ensuring that all information is up-to-date and reliable is crucial for obtaining accurate assessments and making informed financial decisions.

Fill form : Try Risk Free

Rate the form

4.7

Satisfied

59 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Can I create an electronic signature for signing my personal financial statement in Gmail?

When you use pdfFiller's add-on for Gmail, you can add or type a signature. You can also draw a signature. pdfFiller lets you eSign your personal financial statement and other documents right from your email. In order to keep signed documents and your own signatures, you need to sign up for an account.

How do I fill out the personal financial statement form on my smartphone?

Use the pdfFiller mobile app to fill out and sign personal financial statement. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, their features, and how to get started.

How can I fill out personal financial statement on an iOS device?

Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your personal financial statement by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.

What is personal financial statement?

A personal financial statement is a document that provides a snapshot of an individual's financial health by detailing their assets, liabilities, income, and expenses.

Who is required to file personal financial statement?

Elected officials, government employees, and candidates for public office are typically required to file personal financial statements.

How to fill out personal financial statement?

To fill out a personal financial statement, one must gather information on their assets, liabilities, income, and expenses and accurately report these details on the designated 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, particularly for public officials and candidates.

What information must be reported on personal financial statement?

Assets, liabilities, income, and expenses must be reported on a personal financial statement.

Fill out your personal financial statement online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now