Get the free PERSONAL FINANCIAL STATEMENT - Northern Initiatives

PERSONAL FINANCIAL STATEMENT (PFS) This PFS is as of (date) Name(s) Home Street Address Home mailing address if City, State, Zip Phone # Email Address Business Name LIABILITIES ASSETS Cash checking

How to fill out personal financial statement

How to fill out personal financial statement

1. Gather all necessary documents such as bank statements, investment statements, and tax returns.
2. Download or find a personal financial statement template to use.
3. Fill in your personal information, such as your name, contact information, and social security number.
4. List all your assets, including cash, investments, real estate, and vehicles.
5. Provide details about your liabilities, such as outstanding loans, credit card debts, and mortgages.
6. Calculate your net worth by subtracting your liabilities from your assets.
7. Include any additional information required by the template, such as income and expenses.
8. Review and double-check all the information entered for accuracy and completeness.
9. Sign and date the personal financial statement.
10. Keep a copy for your records and submit it as required by the intended recipient.

Who needs personal financial statement?

1. Individuals applying for a loan from a bank or financial institution.
2. Business owners seeking investors or partnerships.
3. Individuals applying for a mortgage or other forms of credit.
4. Entrepreneurs looking to secure funding for their startup.
5. High net worth individuals managing their personal finances.
6. Anyone looking to gain a better understanding of their financial situation.

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What is personal financial statement?

A personal financial statement is a document that outlines an individual's financial status by detailing their assets, liabilities, income, and expenses.

Who is required to file personal financial statement?

Certain public officials and candidates are required to file personal financial statements, as per government regulations and ethics guidelines.

How to fill out personal financial statement?

To fill out a personal financial statement, one must gather information on their assets, liabilities, income, and expenses, and then accurately report these details in the designated sections of the statement form.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide a comprehensive overview of an individual's financial health and to disclose potential conflicts of interest.

What information must be reported on personal financial statement?

Information such as assets (e.g. properties, investments), liabilities (e.g. debts, mortgages), income sources, and expenses must be reported on a personal financial statement.