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VERIFIED PERSONAL FINANCIAL STATEMENT County Case No. Social Security No.: Phone: Name: Address: EACH PARTY MUST PROVIDE THE OTHER WITH A COMPLETED COPY OF THIS VERIFIED PERSONAL FINANCIAL STATEMENT
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How to fill out verified personal financial statement

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How to fill out a verified personal financial statement:

01
Start by gathering all necessary financial documents, such as bank statements, investment statements, and tax returns.
02
Begin filling out your personal information, including your name, contact information, social security number, and date of birth.
03
Provide details about your employment history, including your current occupation, employer's name, and how long you have been in your current position.
04
Disclose any other sources of income, such as rental properties or freelance work.
05
Move on to your assets section, where you will list your cash on hand, savings accounts, investments, real estate properties, and any other valuable assets you own.
06
Be sure to include accurate market values for your assets, as well as any outstanding loans or mortgages associated with these assets.
07
Proceed to the liabilities section, where you will list all your outstanding debts, such as credit card balances, student loans, car loans, and mortgages.
08
Include the current balances, interest rates, and monthly payments for each liability.
09
Calculate your net worth by subtracting your total liabilities from your total assets.
10
Finally, sign and date the verified personal financial statement, certifying that all the information provided is true and accurate to the best of your knowledge.

Who needs a verified personal financial statement?

01
Business owners and entrepreneurs may need a verified personal financial statement when applying for business loans or seeking funding for a new venture.
02
Anyone applying for a mortgage or other significant loan may be required to submit a verified personal financial statement to assess their creditworthiness.
03
Individuals going through divorce proceedings may need a verified personal financial statement to help determine the division of assets and spousal support.
04
Some employers may request a verified personal financial statement as part of the hiring process, particularly for positions involving financial responsibilities.
05
Financial institutions may require a verified personal financial statement from individuals seeking to open a new bank account or establish credit.
06
Estate planning attorneys may need a verified personal financial statement to assist in the creation of wills, trusts, and other legal documents related to inheritances and distribution of assets.
It is important to note that the specific requirements for a verified personal financial statement may vary depending on the purpose of the statement and the organization or institution requesting it.
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A verified personal financial statement is a document that provides detailed information about an individual's financial situation, assets, liabilities, and income.
Public officials, government employees, and individuals holding certain positions of authority are required to file a verified personal financial statement.
To fill out a verified personal financial statement, individuals need to provide accurate and up-to-date information about their financial holdings, including bank accounts, investments, real estate, and debts.
The purpose of a verified personal financial statement is to promote transparency and accountability by disclosing potential conflicts of interest and financial relationships that could influence decision-making.
Information such as assets, liabilities, sources of income, gifts, and investments must be reported on a verified personal financial statement.
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