Get the free Personal Financial Statement - Xtreme Financial Services
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MKT. VALUE B. COST A. DATE PURCH NAME OF LENDERS OWNED A. 1 T. D. BAL B. 2 B. CREDITORS NAME ACCOUNT NO. Xtreme Financial Services Inc. 1401 Mineral Avenue Las Vegas NV 89106 Phone Fax Email 702 635-9936 702 966-4963 info xfsinc.com Personal Financial Statement PERSONAL INFORMATION Name Date of Birth Social Security Drivers License o Married o Street Address City State Zip Unmarried o Separated How long o Own o Rent o Other per month Name and Address of Employer Position Length of Employment...
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How to fill out personal financial statement
How to fill out personal financial statement
01
Gather all the necessary financial documents such as bank statements, tax returns, investment statements, and documents related to your assets and liabilities.
02
Start by filling out the personal information section, including your name, address, contact information, and social security number.
03
Provide details about your assets, including cash, real estate, vehicles, investments, and any other valuable possessions. Include the estimated value of each asset.
04
List down your liabilities, which may include mortgages, loans, credit card debts, and any other outstanding debts. Include the outstanding balance and the monthly payment for each liability.
05
Calculate your net worth by subtracting your total liabilities from your total assets.
06
Include information about your income by providing details of your salary, wages, bonuses, rental income, and any other sources of income.
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Declare your expenses by categorizing them into fixed expenses (e.g., rent, utilities) and variable expenses (e.g., groceries, entertainment). Provide an estimate of your monthly expenses for each category.
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Review the completed personal financial statement for accuracy and make any necessary revisions.
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Sign and date the personal financial statement to certify its authenticity.
Who needs personal financial statement?
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Individuals who want to assess their financial health and track their progress over time.
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Entrepreneurs and business owners who need to provide financial information to banks or investors for loan applications or fundraising.
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People applying for mortgages or other types of loans.
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Candidates for certain jobs or positions that require a thorough financial background check.
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Individuals going through divorce proceedings as part of the asset division process.
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Financial advisors and professionals who assist clients in managing their finances and creating financial plans.
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What is personal financial statement?
A personal financial statement is a document that summarizes an individual's financial situation at a specific point in time.
Who is required to file personal financial statement?
Certain individuals such as public officials, government employees, and candidates for public office may be required to file a personal financial statement.
How to fill out personal financial statement?
To fill out a personal financial statement, individuals must provide detailed information about their 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 health and to disclose any potential conflicts of interest.
What information must be reported on personal financial statement?
Information such as assets, liabilities, income sources, and financial transactions must be reported on a personal financial statement.
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