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CONFIDENTIAL STATEMENT OF FINANCIAL CIRCUMSTANCES In support of an application for a Bursary Please read the Notes for Guidance before completing this form. It is important that you complete all the

How to fill out confidential statement of financial

1. The confidential statement of financial is typically required by individuals or organizations seeking financial assistance or conducting financial transactions.
2. Some examples of individuals who may need to fill out a confidential statement of financial include students applying for financial aid, individuals applying for loans or mortgages, and businesses applying for grants or funding.
3. To fill out the confidential statement of financial, start by carefully reading the instructions provided. It is important to understand what information needs to be provided and how it should be formatted.
4. Begin by filling in your personal information, such as your name, address, phone number, and social security number. Make sure to double-check for accuracy to avoid any errors.
5. Next, provide details about your income, including your employment status, salary, and any additional sources of income such as investments or rental properties.
6. If applicable, provide information about your liabilities, such as outstanding debts or loans. This may include credit card balances, student loans, or a mortgage.
7. Include information about your assets, such as savings accounts, retirement accounts, and real estate holdings. Remember to provide accurate values and descriptions for each asset.
8. If requested, provide information about your expenses, such as monthly bills, insurance payments, or childcare costs. This helps to give a complete picture of your financial situation.
9. Review your completed confidential statement of financial to ensure all information is accurate and complete. Make any necessary corrections or additions before submitting the document.
10. Keep a copy of the completed form for your records. This may be needed for future reference or if any questions or disputes arise regarding your financial information.

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