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Anderson & Catania Surety Services, LLC PERSONAL FINANCIAL STATEMENT 707 Philadelphia Pike Wilmington, DE 19809 Phone: (302)7627599 Fax: (302)7627939 surety acsurety.com www.acsurety.com nasbp.org/toolkit

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How to fill out blank personal financial statement

01

Gather all your financial documents such as bank statements, investment statements, and tax returns.

02

Open the blank personal financial statement form.

03

Start by entering your personal information including your name, address, and contact details.

04

Next, fill in your employment details including your current occupation and employer information.

05

Move on to the assets section and list all your assets such as cash, savings accounts, real estate, vehicles, and investments.

06

Provide the estimated value of each asset and any outstanding loans or liabilities associated with them.

07

Proceed to the liabilities section and list all your debts including mortgages, credit card balances, personal loans, and student loans.

08

Include the outstanding balance and monthly payment amount for each liability.

09

Calculate your net worth by subtracting your total liabilities from your total assets.

10

Finally, sign and date the personal financial statement form, and make sure to review it for accuracy before submitting it.

Who needs blank personal financial statement?

01

Individuals applying for a mortgage or other types of loans often need to provide a blank personal financial statement to the lender.

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Small business owners who require financing or investors may also need to complete a blank personal financial statement.

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High net worth individuals or those involved in estate planning may use a personal financial statement to assess their overall financial situation.

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Financial advisors and accountants may need a blank personal financial statement to help their clients with financial planning or tax preparation.

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Some job applications or scholarship programs may require applicants to submit a personal financial statement to evaluate their financial need or eligibility.

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What is blank personal financial statement?

A blank personal financial statement is a form used to report an individual's financial status, including assets, liabilities, income, and expenses.

Who is required to file blank personal financial statement?

Certain individuals such as government officials and candidates for public office are required to file blank personal financial statements.

How to fill out blank personal financial statement?

To fill out a blank personal financial statement, one must provide detailed information about their assets, liabilities, income, and expenses as accurately as possible.

What is the purpose of blank personal financial statement?

The purpose of a blank personal financial statement is to provide transparency and accountability regarding an individual's financial situation.

What information must be reported on blank personal financial statement?

Information such as assets, liabilities, income sources, and expenses must be reported on a blank personal financial statement.

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