Get the free personal financial statement form pfs-tec - Texas Ethics Commission

12 1 BLIND TRUSTS PART 10A Identify each blind trust that complies with section 572. 023 c of the Government Code. See FORM PFS--INSTRUCTION GUIDE. TRUSTEE FAIR MARKET VALUE DATE CREATED TRUSTEE STATEMENT 10B An individual who is required to identify a blind trust on Part 10A of the Personal Financial S tatement must submit a statement signed by the trustee of each blind trust listed on Part 10A. The portions of section 572. 023 of the Government Code that relate to blind trusts are listed...

How to fill out personal financial statement form

How to fill out personal financial statement form

1. Gather all necessary documents such as bank statements, investment statements, loan documents, credit card statements, and any other financial records.
2. Download the personal financial statement form from a reliable source or obtain a printed copy from a financial institution.
3. Carefully read the instructions provided with the form to understand the purpose and requirements of each section.
4. Begin by providing your personal information including your name, contact details, social security number, and date of birth.
5. Proceed to list all your assets, such as real estate, vehicles, investments, bank accounts, retirement funds, and any other valuable properties or holdings.
6. Provide detailed information about each asset, including its current market value, outstanding loans or mortgages associated with it, and any income generated from the asset.
7. Move on to listing your liabilities, including outstanding loans, credit card debts, mortgages, and any other financial obligations.
8. For each liability, provide the name of the creditor, outstanding balance, minimum monthly payment, and the interest rate.
9. Calculate your net worth by subtracting the total liabilities from the total assets.
10. Make sure to include accurate and up-to-date information, as this statement may be used by financial institutions, lenders, or potential business partners to assess your financial situation.
11. Review your completed personal financial statement form for any errors or missing information.
12. Once satisfied, sign and date the form in the designated areas.
13. Make copies of the filled-out form for your own records, and submit the original to the relevant party as required.

Who needs personal financial statement form?

1. Individuals applying for a loan, mortgage, or other types of financing often need to fill out a personal financial statement form. This is typically required by banks, credit unions, or other lending institutions to assess an individual's creditworthiness and evaluate their ability to repay the funds.
2. Entrepreneurs and business owners may also need to submit a personal financial statement along with their business financial statements when seeking business loans or partnerships. The personal financial statement helps provide a comprehensive picture of the individual's overall financial health.
3. Anyone involved in legal proceedings, such as divorce or bankruptcy, may be required to complete a personal financial statement form to disclose their financial situation to the court and other parties involved.
4. Financial advisors and wealth managers may use personal financial statement forms as a tool to understand their clients' financial positions and make appropriate recommendations for investments, retirement planning, or estate planning.

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What is personal financial statement form?

Personal financial statement form is a document that outlines an individual's financial situation at a specific point in time.

Who is required to file personal financial statement form?

Individuals who hold positions of public trust or are running for public office are typically required to file a personal financial statement form.

How to fill out personal financial statement form?

To fill out a personal financial statement form, individuals must provide detailed information about their assets, liabilities, income, and expenses.

What is the purpose of personal financial statement form?

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

What information must be reported on personal financial statement form?

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