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1 Apr 2016 ... April 2016 ... must send annually a request form to the registered holders and to the ... statements and Management Discussion & Analysis (MDA), the interim financial statements and
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How to fill out a financial statement request form:

01
Begin by carefully reviewing the financial statement request form to understand what information is required. Make sure to gather all the necessary documents and information before starting to fill out the form.
02
Start by providing your personal information, including your full name, address, phone number, and email address. Ensure that the information is accurate and up to date.
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Proceed to fill out the section for income details. Include all sources of income, such as salary, investments, rental income, and any other relevant sources. Provide accurate figures and ensure that you have supporting documentation if required.
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Move on to the section for expenses. List all your regular monthly expenses, including rent/mortgage payments, utilities, groceries, transportation costs, insurance, and any other expenses you have. Be thorough and ensure that you have accurate figures.
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If the financial statement request form requires you to provide information about your assets and liabilities, make sure to include all relevant details. List your assets, such as real estate, vehicles, investments, and any other valuable possessions you own. Similarly, list your liabilities, including credit card debt, loans, and any other financial obligations.
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Once you have completed all the required sections of the form, review it carefully for any errors or omissions. Double-check that all the information provided is accurate and up to date.
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If required, attach any supporting documentation requested by the form, such as bank statements, pay stubs, or tax returns. Make sure to organize and label the documents properly to avoid confusion.
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Finally, sign and date the financial statement request form, certifying that all the information provided is true and accurate to the best of your knowledge.

Who needs a financial statement request form?

01
Individuals who are applying for a loan or mortgage may need to fill out a financial statement request form. Lenders use this form to evaluate their creditworthiness and ability to repay the loan.
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Businesses that are seeking funding or partnerships may also need to submit a financial statement request form. This helps investors or potential partners assess the financial health and stability of the business.
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Estate planners and attorneys may require individuals to complete a financial statement request form to assess their financial situation for purposes such as estate planning, divorce settlements, or legal disputes.
Overall, anyone who needs to provide a comprehensive overview of their financial status or disclose financial information for a specific purpose may be required to fill out a financial statement request form.
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Financial statement request form is a document used to request financial information from an individual or organization.
Individuals or organizations requesting financial information from others are required to file a financial statement request form.
To fill out a financial statement request form, provide all required financial information requested in the form accurately and completely.
The purpose of a financial statement request form is to gather necessary financial information for analysis or decision-making purposes.
Information such as income, expenses, assets, liabilities, and financial transactions may need to be reported on a financial statement request form.
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