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NATIONAL EXPORT IMPORT BANK OF JAMAICA CUSTOMER PERSONAL FINANCIAL STATEMENT OF AFFAIRS APPLICANT: SURNAME DATE OF BIRTH×YYY×mm/dd) CHRISTIAN NAME MARITAL STATUS SPOUSE: SURNAME NO. OF DEPENDENTS
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How to fill out personal financial statement:

01
Start by gathering all necessary documents: Before filling out the personal financial statement, gather all the required documents such as bank statements, investment statements, tax returns, pay stubs, and any other financial records that may be relevant.
02
Begin with personal information: Write down your name, address, phone number, and email address at the top of the form. Include any other requested personal information such as social security number or date of birth.
03
Provide information about your assets: List all of your assets including cash, bank accounts, investments, real estate, vehicles, and any other valuable items. Include the market value or current balance of each asset.
04
Declare your liabilities: Disclose all of your debts, loans, mortgages, credit card balances, and any other obligations you have. Specify the outstanding balance, interest rate, and minimum monthly payment for each liability.
05
Calculate net worth: Subtract your total liabilities from your total assets to calculate your net worth. This will provide an overview of your financial standing.
06
Provide income and expenses details: Give an accurate account of your income sources such as salary, bonuses, rental income, investments, or any other sources of income. Also, include your monthly expenses like rent/mortgage, utilities, groceries, transportation, debt payments, and any other regular expenses.
07
Review and double-check: Go through the completed personal financial statement carefully to ensure accuracy and completeness. Mistakes or omissions may result in a delayed or rejected application.

Who needs a personal financial statement:

01
Loan applicants: When applying for loans, especially large ones like mortgages or business loans, lenders often require a personal financial statement to assess the borrower's financial stability, creditworthiness, and ability to repay the loan.
02
Entrepreneurs and business owners: Individuals starting their own businesses, seeking investment or partnership opportunities, or applying for business loans will need to provide a personal financial statement as it helps investors and lenders evaluate the entrepreneur's financial situation.
03
High net worth individuals: Even if not seeking any specific financial service or loan, high net worth individuals may choose to create a personal financial statement as part of their financial planning process. It provides a comprehensive overview of their assets, liabilities, and net worth for effective wealth management and estate planning purposes.
Remember, it's important to update your personal financial statement periodically, especially when there are significant changes in your financial situation.
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A personal financial statement is a document that details an individual's financial situation.
Certain individuals, such as public officials or candidates running for office, are required to file a personal financial statement.
To fill out a personal financial statement, individuals must provide information on their assets, liabilities, income, and expenses.
The purpose of a personal financial statement is to provide transparency and accountability regarding an individual's financial situation.
Information such as assets, liabilities, income sources, and expenses must be reported on a personal financial statement.
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