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PERSONAL FINANCIAL STATEMENT Submitted To: Date: IMPORTANT: Read these directions before completing this Statement If you are applying for individual credit in your own name and are relying on your
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A personal financial statement is a document that provides an individual's financial information, including assets, liabilities, income, and expenses.
Certain public officials and candidates are required to file personal financial statements as part of their duty to disclose financial interests.
A personal financial statement can be filled out by listing all assets and their values, as well as all liabilities and debts. Income and expenses should also be included.
The purpose of personal financial statement is to provide transparency and accountability by disclosing an individual's financial situation.
Information that must be reported on a personal financial statement includes assets (such as real estate, investments, and personal property), liabilities (such as mortgages and loans), income, and expenses.
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