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Personal Financial Statement PO Box 727 Goshen, IN 46527 Main Office 574.534.2506 Loans 574.534.1844 Fax 574.534.0768 INDIVIDUAL INFORMATION (type or print) JOINT PARTY INFORMATION (type or print)
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How to fill out personal financial statement
How to fill out a personal financial statement:
01
Start by gathering all necessary financial documents, such as bank statements, investment statements, tax returns, and pay stubs.
02
Organize these documents to easily access the required information.
03
Begin by filling out your personal information, including your full name, address, phone number, and social security number.
04
Include your employment details, such as your current occupation, employer's name, and contact information.
05
Provide information on your assets, including cash, real estate, investments, vehicles, and any other valuable belongings.
06
List all your liabilities, such as mortgages, loans, credit card debts, and other outstanding debts.
07
Detail your income sources, including salary, bonuses, commissions, rental income, and any other additional sources of income.
08
Mention your monthly expenses, such as housing costs, utilities, transportation expenses, groceries, education, healthcare, and any other significant expenses.
09
Calculate your net worth by subtracting your total liabilities from your total assets.
10
Finally, review the financial statement for accuracy and completeness before signing and dating it.
Who needs a personal financial statement?
01
Individuals applying for a mortgage loan or refinance may be required by lenders to submit a personal financial statement.
02
Entrepreneurs or business owners may need a personal financial statement when applying for business loans or seeking investment opportunities.
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People applying for scholarships or grants may need to provide a personal financial statement to demonstrate their financial need.
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Individuals going through divorce proceedings may need to prepare a personal financial statement to determine the division of assets and liabilities.
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Professionals working with financial planners or advisors may be asked to provide a personal financial statement as part of their financial planning process.
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Individuals may also choose to create a personal financial statement for personal financial management and tracking purposes.
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