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FINANCIAL & SETTLEMENT CONSULTING LLC FINANCIAL REVIEW INFORMATION QUESTIONNAIRE Personal and Confidential INSTRUCTIONS: PLEASE COMPLETE AS MUCH AS YOU CAN OF THE INFORMATION IN THIS QUESTIONNAIRE

How to fill out financial review information questionnaire

How to fill out a financial review information questionnaire:

1. Start by carefully reading each question on the questionnaire. Make sure you understand what information is being requested.
2. Gather all the necessary financial documents and information before you begin. This may include bank statements, tax returns, investment account statements, and any other relevant documents.
3. Begin by providing your personal information, such as your name, address, and contact details. Fill in any other personal details that are requested.
4. Move on to the section asking about your income. Provide accurate information about your sources of income, including employment, self-employment, investments, and any other sources.
5. Fill in the section related to your expenses. This may include information about your monthly bills, loans, credit card payments, and any other regular expenses you have.
6. Provide details about your assets, such as your bank accounts, investment accounts, real estate, and any other valuable possessions you own.
7. If the questionnaire asks about debts or liabilities, make sure to provide accurate details about any outstanding loans, mortgages, or any other financial obligations.
8. Take your time to answer each question thoroughly and accurately. Double-check your answers before submitting the questionnaire.
9. Finally, sign and date the questionnaire to verify the accuracy of the information provided.

Who needs a financial review information questionnaire?

1. Individuals who are applying for a loan or mortgage may need to fill out a financial review information questionnaire. Lenders use this information to assess the borrower's financial situation and determine their creditworthiness.
2. Financial advisors or wealth managers may request clients to fill out a financial review information questionnaire to gain a comprehensive understanding of their financial situation. This helps them provide tailored financial advice and create personalized financial plans.
3. Some employers require their employees to fill out a financial review information questionnaire as part of the company's financial wellness programs. This helps the employer identify areas where employees may need assistance or provide educational resources.

In conclusion, properly filling out a financial review information questionnaire requires attention to detail, gathering relevant financial documents, and providing accurate information. These questionnaires are commonly used by lenders, financial advisors, and employers to assess an individual's financial situation.

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