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PERSONAL FINANCIAL STATEMENT (PFS)Date of PFS: Applicant Name(s): Are you a Defendant in any suit or legal action?NOYES (please explain)If YES: Have you filed for Bankruptcy in last 10 years?NOYES
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How to fill out personal financial statement

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To fill out a personal financial statement, follow these steps:
02
Gather all necessary financial documents, such as bank statements, investment statements, credit card statements, and loan statements.
03
Create separate sections for assets and liabilities.
04
List all your assets, including cash, real estate, investments, vehicles, and personal property. Input the current value of each asset.
05
Calculate the total value of your assets.
06
List all your liabilities, including mortgage loans, car loans, credit card debt, student loans, and personal loans. Input the current outstanding balance for each liability.
07
Calculate the total value of your liabilities.
08
Subtract the total liabilities from the total assets to determine your net worth.
09
Include additional sections for income and expenses, detailing your monthly income from all sources and your monthly expenses.
10
Calculate your monthly net income by subtracting your total expenses from your total income.
11
Review the completed financial statement for accuracy and make any necessary adjustments.
12
Keep a copy of the personal financial statement for your records.

Who needs personal financial statement?

01
A personal financial statement is needed by various individuals, including:
02
- Individuals applying for a loan or mortgage
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- Business owners seeking funding or investors
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- Individuals going through a divorce or separation
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- Estate planning professionals
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- Financial advisors assisting clients with financial planning
07
- Individuals interested in tracking their net worth and financial progress
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A personal financial statement is a document that outlines an individual's financial situation by detailing their assets, liabilities, and net worth.
Certain public officials, such as politicians and government employees, are required to file personal financial statements to disclose their financial interests and potential conflicts of interest.
To fill out a personal financial statement, one must gather information on their assets, liabilities, income, and expenses, then organize and record this information in the appropriate sections of the form.
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 or financial interests that may influence their decision-making.
On a personal financial statement, information such as assets (such as real estate, investments, and personal property), liabilities (such as loans and mortgages), income, and expenses must be reported.
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