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CONFIDENTIAL PERSONAL FINANCIAL STATEMENT Individual StatementCombined StatementClear Form $ Atelier All Form Fieldstone: Only married couples may submit a combined statement Instructions: 1. Open

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How to fill out personal financial statement

01

To fill out a personal financial statement, follow these steps:

02

Gather all the necessary financial documents, such as bank statements, investment statements, credit card statements, loan documents, and tax returns.

03

Start by providing your personal information, including your name, contact information, and social security number.

04

List all your assets, including cash, savings accounts, investments, real estate properties, vehicles, and valuable personal items.

05

Calculate the total value of your assets and enter the amount.

06

Move on to listing your liabilities, such as mortgages, loans, credit card debts, and any other outstanding debts.

07

Calculate the total value of your liabilities and enter the amount.

08

Subtract your total liabilities from your total assets to determine your net worth.

09

Provide additional information, such as your income, expenses, and any other financial obligations.

10

Review and double-check all the information before submitting the personal financial statement.

11

Make copies of the completed form for your records and submit the original to the relevant institution or organization.

Who needs personal financial statement?

01

Personal financial statements are needed by individuals who

02

- Want to assess their financial health and track their net worth over time

03

- Need to apply for a loan or mortgage

04

- Are involved in legal proceedings, such as divorce or bankruptcy

05

- Want to create a comprehensive financial plan

06

- Need to provide proof of their financial position for business or investment purposes

07

- Want to monitor their financial progress and set financial goals

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What is personal financial statement?

A personal financial statement is a document that provides an individual's financial information, including assets, liabilities, income, and expenses.

Who is required to file personal financial statement?

Certain individuals, such as public officials, may be required to file a personal financial statement as part of their job responsibilities or as mandated by law.

How to fill out personal financial statement?

To fill out a personal financial statement, individuals can use a template or software program to input their financial information accurately.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide a snapshot of an individual's financial situation, which can be useful for making financial decisions or evaluating creditworthiness.

What information must be reported on personal financial statement?

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

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