Get the free Appendix E Personal Financial Statement Formdoc - sfcdfi

1 PERSONAL FINANCIAL STATEMENT As of, 20. Return to: Southeast Florida Community Development Fund, Inc. 3440 Hollywood Boulevard.

How to fill out appendix e personal financial

How to fill out Appendix E Personal Financial:

1. Gather all relevant financial documents, such as bank statements, investment statements, and tax returns.
2. Begin by filling in your personal information, including your name, address, and contact details.
3. Provide accurate information about your current employment status, including your occupation, employer's name, and contact information.
4. List all sources of income, including salary, investments, rental income, and any other sources.
5. Indicate the amount of income received from each source and provide supporting documentation, such as pay stubs or investment statements.
6. Disclose any additional sources of income, such as government assistance, alimony, or child support, if applicable.
7. Moving on to expenses, list all regular monthly expenses, such as rent/mortgage, utilities, transportation costs, groceries, and insurance premiums.
8. Include any outstanding debts or loans you currently have, such as credit card debt, student loans, or a mortgage.
9. Provide information about your assets, such as real estate properties, vehicles, personal valuables, and investments.
10. If you own any businesses or have a partnership, provide details regarding the company's name, your role, and its financial information.
11. Finally, sign and date the form before submitting it according to the instructions provided.

Who needs Appendix E Personal Financial:

1. Individuals who are applying for a loan or mortgage may need to fill out Appendix E Personal Financial to provide a comprehensive overview of their financial situation.
2. This form may also be necessary for individuals undergoing a financial assessment for retirement planning or estate planning purposes.
3. Applicants for government assistance programs, such as social security or unemployment benefits, may also be required to complete Appendix E Personal Financial to determine eligibility.
4. Furthermore, individuals involved in legal proceedings, such as divorce or bankruptcy, may need to provide this information as part of their financial disclosure.

Remember, it is always advisable to consult with a financial advisor or lawyer when filling out Appendix E Personal Financial to ensure accuracy and compliance with any specific requirements.

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