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PERSONAL FINANCIAL STATEMENT AS OF Submitted to Resurgent Bank Name:(Individual 1) Address: City: State: Zip Home pH# Work pH# Soc. Sec. #: D×O/B Note: If Joint Statement: Name: (Individual 2) Address:

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How to fill out personal financial statement as

How to fill out personal financial statement:

01

Start by gathering all the necessary documents and information. This may include bank statements, tax returns, investment statements, mortgage or loan documents, and any other relevant financial documents.

02

Begin with the personal information section. Fill in your full name, address, contact information, and any other required personal details.

03

Move on to the assets section. List all your assets, including cash, investments, real estate, vehicles, and any other valuable possessions. Provide accurate values for each asset.

04

Proceed to the liabilities section. This includes any outstanding debts or loans, such as credit card balances, mortgages, student loans, or any other financial obligations.

05

If applicable, include any additional income sources. This could involve rental income, freelance work, dividends, or any other form of income outside of a regular job.

06

Next, subtract your liabilities from your assets to calculate your net worth. This provides a snapshot of your overall financial situation.

07

Finally, review and double-check all the information provided. Ensure that you have accurately filled in all necessary fields and that all numbers have been properly calculated.

Who needs a personal financial statement:

01

Individuals applying for a loan: Lenders often require borrowers to submit a personal financial statement to evaluate their creditworthiness and ability to repay the loan.

02

Small business owners: Entrepreneurs may need a personal financial statement when seeking business financing or applying for business loans.

03

Investors or shareholders: Individuals who invest in stocks, mutual funds, or other investment vehicles may be required to provide a personal financial statement to demonstrate their financial stability.

04

Those undergoing estate planning: When creating an estate plan or arranging for the transfer of assets after death, a personal financial statement can help organize and assess one's financial situation.

05

Professionals in certain industries: Some professions, such as financial advisors, consultants, or attorneys, may be required by their licensing bodies or regulatory agencies to maintain personal financial statements to ensure compliance.

In summary, filling out a personal financial statement involves gathering the necessary documents, providing accurate information about your assets and liabilities, calculating your net worth, and reviewing for accuracy. This document is often required by lenders, investors, small business owners, individuals undergoing estate planning, and professionals in specific industries.

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What is personal financial statement as?

A personal financial statement is a document that outlines an individual's financial position.

Who is required to file personal financial statement as?

Certain individuals, such as public officials, may be required to file a personal financial statement.

How to fill out personal financial statement as?

To fill out a personal financial statement, one must provide information on their assets, liabilities, income, and expenses.

What is the purpose of personal financial statement as?

The purpose of a personal financial statement is to provide a snapshot of an individual's financial health.

What information must be reported on personal financial statement as?

Information on assets, liabilities, income, and expenses must be reported on a personal financial statement.

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