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PERSONAL FINANCIAL STATEMENT As of, Complete this form for: (1) each proprietor, or (2) each limited partner who owns 20% or more interest and each general partner, or (3) each stockholder owning

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How to fill out personal financial statement

How to fill out a personal financial statement:

01

Gather all necessary financial documents such as bank statements, investment statements, tax returns, and pay stubs.

02

List your personal assets, including cash, real estate, vehicles, and any valuable possessions.

03

Specify your liabilities, including outstanding loans, mortgages, and credit card debts.

04

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

05

Provide detailed information about your income, including salary, dividends, rental income, and any other sources of income.

06

List your monthly expenses, including housing costs, utility bills, transportation expenses, and other regular expenses.

07

Include any retirement accounts, life insurance policies, or other financial assets you possess.

08

Finally, review and double-check all the information provided to ensure accuracy.

Who needs a personal financial statement:

01

Individuals applying for a mortgage or other loans may need to submit a personal financial statement to demonstrate their financial stability and ability to repay.

02

Small business owners or entrepreneurs may need a personal financial statement when seeking funding or investors.

03

High net worth individuals, especially those involved in estate planning, may require a personal financial statement to assess their overall financial picture and plan for the future.

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What is personal financial statement?

A personal financial statement is a document that shows an individual's financial position at a specific point in time.

Who is required to file personal financial statement?

Certain elected officials and candidates are required to file personal financial statements with the government ethics commission.

How to fill out personal financial statement?

You can fill out a personal financial statement by providing information about your assets, liabilities, income, and expenses.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide an overview of an individual's financial situation to help with decision making and planning.

What information must be reported on personal financial statement?

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

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