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Personal Financial Statement Name Address Statement of the financial condition of the undersigned as of ASSETS Cash on Hand/Banks Stocks Bonds LIABILITIES Schedule A Accounts Payable Schedule B Notes

How to fill out personal financial statement name

1. To fill out a personal financial statement, start by gathering all the relevant financial documents you will need, such as bank statements, investment account statements, mortgage or loan documents, credit card statements, and any other financial records that demonstrate your assets and liabilities.
2. Next, create a comprehensive list of your assets. This includes any cash or cash equivalents you have, such as savings accounts, certificates of deposit, or money market accounts. It also includes the current value of any real estate you own, as well as the value of any vehicles, valuable personal items, or investments you have.
3. After listing your assets, document all of your liabilities. This includes any outstanding loans or debts that you owe, such as mortgages, credit card balances, student loans, or auto loans. Be sure to include the current outstanding balance for each liability.
4. Calculate your net worth by subtracting your total liabilities from your total assets. This will give you a snapshot of your overall financial position.
5. Provide personal information such as your name, address, phone number, and Social Security number at the top of the financial statement.
6. If the financial statement is being used for a specific purpose, such as applying for a loan or mortgage, make sure to provide any additional required information requested by the lender or institution.
7. Review the completed personal financial statement carefully, ensuring that all the information is accurate and up to date.
8. Finally, sign and date the financial statement to certify that the information provided is true and correct.

Who needs a personal financial statement?

1. Individuals who are applying for a mortgage or other types of loans may be required to submit a personal financial statement to the lending institution.
2. Entrepreneurs or small business owners may need to present a personal financial statement when seeking funding from investors or applying for business loans.
3. Individuals who are considering bankruptcy or financial restructuring may need to complete a personal financial statement as part of the legal process.
4. Financial advisors or wealth managers may ask their clients to complete a personal financial statement to assess their overall financial situation and provide tailored advice.
5. Whenever you need to assess your own financial health or track your progress towards achieving financial goals, filling out a personal financial statement can provide a clear picture of your current financial status.

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