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PERSONAL FINANCIAL STATEMENT APPLICANT PLEASE TYPE OR PRINT CLEARLY. ANSWER ALL ITEMS. IF NONE SO STATE NAME OF BORROWER (LAST, FIRST, MIDDLE) SOCIAL SECURITY NUMBER STREET ADDRESS CITY STATE ZIP

How to fill out personal financial statementdocx

How to Fill Out Personal Financial Statement.docx:

1. Open the Personal Financial Statement.docx file on your computer.
2. Begin by entering your personal information, such as your name, address, and contact details.
3. Move on to the section for assets. List all your assets including cash, investments, real estate, vehicles, and any valuable possessions. Provide details such as the current value, account numbers, and any outstanding balances.
4. Next, proceed to the liabilities section. This includes any debts you owe, such as mortgages, loans, credit card balances, and personal loans. Specify the outstanding balance, interest rate, and monthly payment for each liability.
5. Calculate your net worth by subtracting your liabilities from your assets. Write the net worth value in the designated area.
6. Proceed to provide information about your income. This includes your salary, rental income, investment income, and any other sources of regular income. Specify the amounts and frequency of each income source.
7. Move on to the section for expenses. List all your monthly expenses including housing, transportation, utilities, groceries, insurance, debt payments, and any other regular expenses. Include all necessary details, such as the amount and frequency of each expense.
8. Calculate your monthly cash flow by subtracting your total expenses from your total income. Write the cash flow value in the designated area.
9. Finally, review all the information you have entered to ensure accuracy and completeness. Make any necessary adjustments or corrections.
10. Save and/or print the completed Personal Financial Statement.docx for your records.

Who Needs Personal Financial Statement.docx:

1. Individuals who are applying for a mortgage or other types of loans may be required by the lender to submit a personal financial statement as part of the application process.
2. Entrepreneurs and business owners often need to provide a personal financial statement when applying for business loans or seeking investors.
3. Financial advisors and wealth managers may ask their clients to complete a personal financial statement to assess their current financial situation and make appropriate recommendations.
4. Individuals who are going through divorce proceedings may need to complete a personal financial statement to provide an overview of their assets, liabilities, and income for equitable distribution.
5. Anyone seeking a thorough understanding of their financial health and looking to track their progress over time can benefit from filling out a personal financial statement.

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