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Personal Financial Statement
PRINCIPAL INFORMATION
Name:
Residence Address:
City:State:Zip Code:Business Name:Position of Occupation:Business Address:Business Phone:City:State:Zip Code:Social Security
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How to fill out personal financial statement
How to fill out personal financial statement
01
To fill out a personal financial statement, follow these steps:
02
Gather all the necessary documents and records, such as your bank statements, investment statements, credit card statements, and tax returns.
03
Create a comprehensive list of your assets, including cash, investments, real estate, vehicles, and personal property.
04
Calculate the total value of your assets by adding up the individual values.
05
List all your liabilities, such as mortgages, loans, credit card debt, and other debts.
06
Calculate the total amount of your liabilities by adding up the individual amounts.
07
Subtract your total liabilities from your total assets to determine your net worth.
08
Include information about your income, including salary, wages, bonuses, and any other sources of income.
09
Provide details about your expenses, such as monthly bills, loan repayments, insurance premiums, and other regular expenses.
10
Review your personal financial statement for accuracy and completeness.
11
Update your personal financial statement regularly to reflect any changes in your financial situation.
Who needs personal financial statement?
01
A personal financial statement is needed by individuals who want to assess their financial position, track their net worth, and plan for their future financial goals.
02
It is also required by lenders when applying for loans, as it helps them evaluate an individual's creditworthiness and ability to repay the loan.
03
Entrepreneurs and small business owners may also need a personal financial statement to provide a snapshot of their personal finances when seeking funding or investment.
04
Individuals going through divorce or legal proceedings may need a personal financial statement to document their assets and liabilities for division purposes.
05
Financial advisors and planners may use personal financial statements to assist their clients in making informed financial decisions.
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