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PERSONAL FINANCIAL STATEMENT Individual credit Joint Credit TO: SECTION 1 INDIVIDUAL INFORMATION (Type or Print) SECTION 2 OTHER PARTY INFORMATION (Type or Print) Name Residence Address City, State

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How to fill out personal financial statement

How to fill out a personal financial statement:

01

Start by gathering all relevant financial documents such as bank statements, investment statements, pay stubs, and tax returns.

02

Begin with your personal information section, including your name, contact details, and social security number.

03

Indicate your current employment status and provide details on your occupation and employer.

04

Next, list all your assets, including cash, savings, investments, real estate, vehicles, and valuable possessions. Provide accurate and up-to-date values for each asset.

05

Proceed to list all your liabilities, including mortgages, loans, credit card debts, and any other outstanding debts. Include the outstanding balance, minimum monthly payment, and interest rate for each liability.

06

Calculate your net worth by subtracting your total liabilities from your total assets.

07

Provide information about your income, including details of your employment income, rental income, investments, and any other sources of income. Specify the total monthly income.

08

Deduct your monthly expenses, including housing costs, utilities, transportation expenses, groceries, insurance premiums, loan payments, and any other regular expenses. Specify the total monthly expenses.

09

Calculate your monthly cash flow by subtracting your monthly expenses from your monthly income. This will help you analyze your financial situation and make necessary adjustments.

10

Finally, sign and date the document, certifying that all the information provided is accurate to the best of your knowledge.

Who needs a personal financial statement?

01

Individuals applying for loans or mortgages: Lenders often require a personal financial statement to assess your financial capability and determine the risk involved in lending you money.

02

High net worth individuals: Wealthy individuals may need a personal financial statement for various financial planning purposes, including estate planning, tax planning, and investment management.

03

Small business owners: Business owners may need to include a personal financial statement along with their business financial statements when seeking funding or applying for business credit.

04

Individuals going through legal proceedings: In divorce or bankruptcy cases, a personal financial statement is often required to provide a comprehensive overview of an individual's financial situation.

05

Individuals seeking financial advice: Creating a personal financial statement can help individuals gain a better understanding of their financial standing, identify areas for improvement, and seek guidance from financial professionals.

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