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Travelers Insurance Company of Canada 650 West Georgia Street P.O. Box 11542, Suite 2500 Vancouver, British Columbia V6B 4N7 www.travelerscanada.ca Personal Net Worth Statement 1. Legal Name of Individual:

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How to fill out personal net worth statement

How to fill out a personal net worth statement:

01

Start by gathering all your financial documentation, such as bank statements, investment statements, property documents, and any outstanding loan statements.

02

Create two columns on a sheet of paper or use a spreadsheet to track your assets and liabilities separately.

03

In the assets column, list all your assets, including cash, bank accounts, investments, retirement accounts, real estate, vehicles, and any other valuable possessions you own.

04

Record the estimated value of each asset next to its respective entry. For assets like real estate and vehicles, you can use current market values or expert opinions to determine their worth.

05

Total up the value of all your assets and record it at the bottom.

06

In the liabilities column, list all your debts, including mortgages, student loans, credit card balances, personal loans, and any other outstanding debts you may have.

07

Record the outstanding balance for each debt next to its respective entry.

08

Total up the value of all your liabilities and record it at the bottom.

09

Subtract the total liabilities from the total assets to calculate your net worth.

10

It is important to update your net worth statement regularly to reflect any changes in your assets or liabilities.

Who needs a personal net worth statement?

01

Individuals who are tracking their financial progress and want to have a clear understanding of their overall wealth

02

Investors who are considering new investment opportunities and need to evaluate their current financial position

03

Individuals who are planning for retirement and want to assess their readiness based on their net worth

04

People applying for loans or mortgages as lenders often require a comprehensive view of an individual's financial situation

05

Anyone interested in having a snapshot of their financial health and making informed decisions based on their net worth.

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What is personal net worth statement?

A personal net worth statement is a document that outlines an individual's assets, liabilities, and overall net worth.

Who is required to file personal net worth statement?

Individuals who are required to file a personal net worth statement typically include government officials, politicians, and those in certain high-level positions.

How to fill out personal net worth statement?

To fill out a personal net worth statement, one must list all their assets (such as property, investments, and savings) and liabilities (such as debts and loans) to calculate their net worth.

What is the purpose of personal net worth statement?

The purpose of a personal net worth statement is to provide a clear picture of an individual's financial situation and help track their financial progress over time.

What information must be reported on personal net worth statement?

Information such as assets, liabilities, and net worth must be reported on a personal net worth statement.

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