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NAME OR ADDRESS CHANGE PLEASE CHECK YOUR NAME(S), ADDRESS AND SOCIAL SECURITY NUMBER ON THE FRONT OF THIS STATEMENT. IF NOT EXACTLY CORRECT, COMPLETE THIS FORM AND RETURN IT TO THE CREDIT UNION. PLACE
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How to fill out regular monthly statement

01
Gather all the necessary financial documents, including bank statements, credit card statements, and receipts.
02
Start by listing your income for the month, including salary, bonuses, and any other sources of income.
03
Next, list your fixed expenses, such as rent/mortgage payments, utility bills, and insurance premiums.
04
Then, list your variable expenses, such as groceries, dining out, entertainment, and transportation costs.
05
Subtract your total expenses from your total income to calculate your net income.
06
Review your statements to ensure accuracy and make any necessary adjustments.
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Finally, save a copy of your monthly statement for your records.

Who needs regular monthly statement?

01
Anyone who wants to track their monthly income and expenses.
02
Individuals who need to budget and manage their finances.
03
Business owners who need to monitor their cash flow and profitability.
04
Financial institutions and lenders who require regular financial statements for loan applications or credit evaluations.
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Regular monthly statement is a financial document that provides a summary of a person or organization's financial transactions for a specific month.
Individuals or businesses that engage in financial transactions are required to file regular monthly statement.
Regular monthly statement can be filled out by recording all financial transactions for the month and summarizing them in the statement form.
The purpose of regular monthly statement is to track and analyze an individual or organization's financial activities for a specific month.
Information such as income, expenses, account balances, and any other financial transactions must be reported on regular monthly statement.
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