Weingarten Realty Investors Personal Financial Statement 2012-2025 free printable template

PERSONAL FINANCIAL STATEMENT Return completed form to Name SS -- DOB // DL SS -- DOB // DL Current Home Address City Phone Bus State Zip Fax Name of Business Type Business/Occupation State Where Incorporated Corporate Tax I. D. Are any assets pledged Yes No If yes explain Have you ever claimed Bankruptcy Yes No If yes explain ASSETS LIABILITIES AND NET WORTH Cash on Hand and in Banks Schedule 1 U.S. Government Securities Accounts Loans Notes Rec...

How to fill out personal financial statement weingarten

How to fill out Weingarten Realty Investors Personal Financial Statement

1. Begin with your personal information: Include your name, address, phone number, and email.
2. List your assets: Document all your liquid assets like cash, savings, investments, and any property you own.
3. Detail your liabilities: Include all debts such as mortgages, loans, credit card balances and any other outstanding obligations.
4. Calculate your net worth: Subtract total liabilities from total assets to determine your net worth.
5. Provide income information: List all sources of income, including employment salary, rental income, dividends, etc.
6. Review and verify: Double-check all entries for accuracy and completeness.
7. Sign and date the statement: Ensure that the document is signed and dated as required.

Who needs Weingarten Realty Investors Personal Financial Statement?

1. Real estate investors looking to secure financing or partnerships.
2. Individuals seeking to invest in properties managed by Weingarten Realty Investors.
3. Anyone applying for a loan or financial assistance where a personal financial statement is required.

People Also Ask about

What is a personal financial statement form?

A personal financial statement is a form or spreadsheet detailing a person's financial state at a certain point in time. It details income; the financial worth of stocks, bonds, annuities, mutual funds, and life insurance; and values certain assets.

What should be included in a personal financial statement?

A personal financial statement is a snapshot of your personal financial position at a specific point in time. It lists your assets (what you own), your liabilities (what you owe), and your net worth. To get your net worth, subtract liabilities from assets.

How do you list real estate on personal financial statements?

Starting with your primary residence, enter the type of property, address, date purchased, original cost, present fair market value, name and address of mortgage holder, mortgage account number, mortgage balance, amount of payment, and status of mortgage for all real estate held.

What is a personal financial statement for SBA loan?

SBA Form 413, formally titled “Personal Financial Statement,” is a document that the U.S. Small Business Administration uses to assess the creditworthiness and repayment ability of its loan applicants. This form collects information about your personal finances, such as assets, liabilities and sources of income.

What is included in the personal financial statement?

The term personal financial statement refers to a document or spreadsheet that outlines an individual's financial position at a given point in time. The statement typically includes general information about the individual, such as name and address, along with a breakdown of total assets and liabilities.

What should not be included in a personal financial statement?

What is excluded from a personal financial statement? Personal financial statements do not include details of a company's assets and liabilities, loaned items, and personal belongings.

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What is Weingarten Realty Investors Personal Financial Statement?

The Weingarten Realty Investors Personal Financial Statement is a document that provides a comprehensive summary of an individual's financial status, including assets, liabilities, income, and expenses, primarily used for investment analysis and credit assessments.

Who is required to file Weingarten Realty Investors Personal Financial Statement?

Individuals who are applying for investment opportunities, loans, or partnerships with Weingarten Realty Investors, as well as certain stakeholders or affiliates, may be required to file this Personal Financial Statement.

How to fill out Weingarten Realty Investors Personal Financial Statement?

To fill out the Weingarten Realty Investors Personal Financial Statement, individuals should accurately report their financial information, including detailing their assets, liabilities, income sources, and monthly expenses, ensuring all figures are current and verifying all entries for accuracy.

What is the purpose of Weingarten Realty Investors Personal Financial Statement?

The purpose of the Weingarten Realty Investors Personal Financial Statement is to evaluate the financial health and creditworthiness of individuals applying for financing or partnerships, facilitating informed decision-making regarding investments.

What information must be reported on Weingarten Realty Investors Personal Financial Statement?

The Weingarten Realty Investors Personal Financial Statement must report personal details, assets including real estate and investments, liabilities such as debts and mortgages, income streams, and monthly expenses to provide a complete picture of the individual's financial situation.