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This document is used to collect financial information from applicants applying for UCLA to ensure they have sufficient funds for their education and associated costs. It includes sections for personal

How to fill out confidential financial statement

How to fill out Confidential Financial Statement

1. Begin by entering your personal information at the top, including your name, address, and contact details.
2. Fill in your financial information in the designated sections, such as assets, liabilities, and net worth.
3. List all sources of income, including employment salary, business income, and any other income streams.
4. Provide detailed information about your assets, including cash, real estate, vehicles, and investments.
5. Enumerate all liabilities, including mortgages, loans, and credit card debts.
6. Include additional financial information as required, such as bank statements and tax returns.
7. Review the information for accuracy and completeness.
8. Sign and date the Confidential Financial Statement before submission.

Who needs Confidential Financial Statement?

1. Financial institutions when applying for loans or credit.
2. Landlords or property managers during rental applications.
3. Businesses seeking funding or partnerships.
4. Individuals undergoing financial assessments for legal purposes.

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 detailed financial information about an individual or an entity, typically used by lending institutions or financial organizations to assess creditworthiness or financial status, while ensuring the information remains private.

Who is required to file Confidential Financial Statement?

Individuals or businesses seeking loans, grants, or funding from financial institutions, as well as those involved in various regulatory compliance scenarios, may be required to file a Confidential Financial Statement.

How to fill out Confidential Financial Statement?

To fill out a Confidential Financial Statement, one must gather relevant financial information such as income, expenses, assets, and liabilities, and accurately complete the sections of the form, ensuring to provide truthful and complete information, often accompanied by supporting documentation.

What is the purpose of Confidential Financial Statement?

The purpose of a Confidential Financial Statement is to provide a clear and comprehensive view of an individual's or business's financial situation to lenders or reviewers, facilitating informed decision-making regarding credit or financial support while protecting the confidentiality of the financial information.

What information must be reported on Confidential Financial Statement?

The Confidential Financial Statement typically requires reporting information such as personal details, income sources, monthly expenses, total assets (like property and savings), total liabilities (like loans and debts), and any other relevant financial data that reflects the individual’s or entity's financial position.