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FINANCIAL STATEMENT REQUEST FORM Pursuant to National Instrument 51-102 Continuous Disclosure Obligations of the Canadian Securities Administrators, we shall deliver our annual and interim financial
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How to fill out financial statement request form

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How to fill out a financial statement request form:

01
Start by carefully reading the instructions provided on the form. Make sure you understand all the sections and requirements.
02
Begin with the personal information section. Fill in your name, address, contact details, and any other required personal information accurately.
03
Move on to the employment information section. Include details about your current employer, job position, and salary. If you have multiple sources of income, provide information about those as well.
04
Provide information about your assets. This may include bank accounts, investments, real estate, vehicles, and any other valuable possessions. Be precise and include as much detail as possible.
05
Fill in the liabilities section. List any outstanding debts, loans, mortgages, credit card balances, or other financial obligations you have.
06
If there is a section for income and expenses, provide an overview of your monthly income from all sources and outline your monthly expenses. This will give the requester an idea of your financial situation.
07
Attach any required supporting documents, such as bank statements, pay stubs, tax returns, or any other relevant financial records. Make sure to gather and organize these documents beforehand to streamline the process.
08
Carefully review the completed form before submitting it. Double-check for any errors or omissions that need to be corrected.
09
Finally, sign and date the form to certify its accuracy and completeness.

Who needs a financial statement request form?

01
Financial institutions like banks may require individuals or businesses to fill out a financial statement request form when applying for loans, credit lines, or other financial services.
02
Insurance companies may request a financial statement to assess an individual's or business's financial stability before providing coverage or adjusting insurance premiums.
03
Government agencies, such as the Internal Revenue Service (IRS), may require individuals or businesses to submit financial statement request forms when auditing tax returns or investigating suspected financial fraud.
04
Any entity that needs to evaluate an individual's or business's financial status, such as potential investors, partners, or creditors, may request a financial statement to make informed decisions.
05
Individuals who are applying for scholarships, financial aid, or grants may need to provide a financial statement as part of the application process.
Note: The specific need for a financial statement request form may vary depending on the circumstances and the requirements of the requesting party.
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Financial statement request form is a document used to request financial statements from an individual or organization.
Individuals or organizations requesting financial statements are required to file the form.
Fill out the form with accurate and complete information about the requested financial statements.
The purpose of the form is to formally request financial statements for review or analysis purposes.
The form may require information such as name of the requester, purpose of request, specific financial statements needed, etc.
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