Get the free Personal Financial Statement (Form 413) - Bank of Washington

OMB APPROVAL NO. 3245-0188 EXPIRATION DATE: 09/30/2014 PERSONAL FINANCIAL STATEMENT As of U.S. SMALL BUSINESS ADMINISTRATION, Complete this form for: (I) each proprietor; (2) general partner; (3)

How to fill out personal financial statement form

How to fill out personal financial statement form?

1. Start by gathering all necessary financial information: Before filling out the personal financial statement form, gather documents such as bank statements, investment statements, credit card statements, mortgage statements, and any other financial records that are relevant.
2. Provide personal information: Begin by filling out your personal information section, which typically includes your name, address, Social Security number, date of birth, and contact details.
3. List your assets: In the personal financial statement form, you will be required to list all your assets, including cash, savings accounts, retirement accounts, investments, real estate properties, vehicles, and any other significant assets you may own. It is essential to provide accurate and up-to-date values for each asset.
4. Detail your liabilities: Outline all your outstanding debts and liabilities, such as mortgage loans, credit card debts, student loans, personal loans, and any other financial obligations. Include the outstanding balances, monthly payments, and the remaining term of each debt.
5. Calculate your net worth: Determine your net worth by subtracting your total liabilities from your total assets. This will provide an overview of your financial health and your overall financial situation.
6. Provide additional information: Some personal financial statement forms may ask for additional information, such as income details, expenses, and personal expenses. Be sure to provide accurate and honest information in these sections.

Who needs a personal financial statement form?

A personal financial statement form is typically required by financial institutions, lenders, and creditors when individuals apply for loans, mortgages, or lines of credit. Additionally, individuals who are involved in legal proceedings such as divorce or bankruptcy may also need to fill out a personal financial statement form. It is an essential document for assessing an individual's financial standing and creditworthiness.

For pdfFiller’s FAQs

How can I edit personal financial statement form from Google Drive?

Using pdfFiller with Google Docs allows you to create, amend, and sign documents straight from your Google Drive. The add-on turns your personal financial statement form into a dynamic fillable form that you can manage and eSign from anywhere.

Can I create an electronic signature for the personal financial statement form in Chrome?

You can. With pdfFiller, you get a strong e-signature solution built right into your Chrome browser. Using our addon, you may produce a legally enforceable eSignature by typing, sketching, or photographing it. Choose your preferred method and eSign in minutes.

How can I edit personal financial statement form on a smartphone?

You may do so effortlessly with pdfFiller's iOS and Android apps, which are available in the Apple Store and Google Play Store, respectively. You may also obtain the program from our website: https://edit-pdf-ios-android.pdffiller.com/. Open the application, sign in, and begin editing personal financial statement form right away.

What is personal financial statement form?

Personal financial statement form is a document that individuals use to provide information about their personal financial situation. It includes details about their assets, liabilities, income, and expenses.

Who is required to file personal financial statement form?

The requirement to file a personal financial statement form varies by jurisdiction. In some cases, it may be mandatory for individuals in certain professions or positions, such as elected officials or public servants.

How to fill out personal financial statement form?

To fill out a personal financial statement form, you will need to gather information about your assets, liabilities, income, and expenses. This may include details about your bank accounts, investments, debts, and sources of income. Once you have all the necessary information, you can fill out the form by providing accurate and complete information in the designated sections.

What is the purpose of personal financial statement form?

The purpose of the personal financial statement form is to provide a snapshot of an individual's financial situation. It helps individuals, lenders, and other interested parties to assess their financial stability, evaluate creditworthiness, and make informed decisions regarding loans, investments, or other financial matters.

What information must be reported on personal financial statement form?

The specific information required on a personal financial statement form may vary, but commonly included details are: assets (such as real estate, vehicles, investments), liabilities (such as mortgages, loans, credit card debt), income (earnings from employment, business, investments), and expenses (including living expenses, taxes, debts). Additional information may be requested depending on the purpose of the form and the jurisdiction.