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PERSONAL FINANCIAL STATEMENT Loan Number: Property Address: Mortgage Company: Borrower Name: Mailing Address City, State Zip Home Phone: Work Phone: email address: Co Borrower Name: Mailing Address

How to fill out personal financial statement

How to fill out personal financial statement:

1. Start by gathering all of your financial documents, including bank statements, investment statements, tax returns, and any other relevant documents.
2. Begin by filling out the personal information section of the statement, including your name, address, and contact information.
3. Next, provide details about your assets, such as cash, savings, investments, real estate, and any other valuable possessions you own.
4. List all of your liabilities, including debts, loans, mortgages, and credit card balances. Be sure to include the outstanding balance and monthly payment for each liability.
5. Calculate your net worth by subtracting your liabilities from your assets. This will give you an overall picture of your financial health.
6. Provide information about your income, including your salary, wages, rental income, and any other sources of income you may have. Specify the frequency and amount of each income source.
7. Detail your monthly expenses, such as rent or mortgage payments, utilities, groceries, transportation costs, and any other regular expenses you have.
8. Calculate your total monthly income and expenses to determine your cash flow. This will help you understand where your money is going and if you have any surplus or deficit each month.
9. Finally, review and double-check all the information you have provided in the personal financial statement to ensure its accuracy.
10. Keep your personal financial statement updated regularly, especially when there are significant changes in your financial situation.

Who needs a personal financial statement:

1. Individuals who want to assess their financial situation and track their net worth over time.
2. Entrepreneurs and business owners who need to provide financial information to lenders, investors, or partners.
3. Individuals applying for loans, mortgages, or other forms of credit.
4. People going through divorces or legal disputes where financial information is required.
5. Professionals seeking financial planning services or advice.
6. Applicants for certain jobs that require financial background checks, such as positions in the finance or banking industry.
7. College students or recent graduates who are planning their financial future and need to evaluate their financial standing.

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What is personal financial statement?

A personal financial statement is a document that outlines an individual's financial position by listing assets, liabilities, and net worth.

Who is required to file personal financial statement?

Certain public officials, high-ranking government employees, and individuals in certain professions may be required to file a personal financial statement.

How to fill out personal financial statement?

To fill out a personal financial statement, individuals typically list their assets (such as cash, investments, and real estate), liabilities (such as debts, loans, and mortgages), and calculate their net worth by subtracting liabilities from assets.

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, including their assets, liabilities, and net worth.

What information must be reported on personal financial statement?

Information reported on a personal financial statement typically includes details about assets, liabilities, income, expenses, and other financial obligations.