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Get the free UMEZ Personal Financial Statement v 07-21-06 - umez

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55 West 125 TH Street, 11th Floor, New York, NY 10027 Tel: (212) 410-0030 Fax: (212) 410-9038 PERSONAL FINANCIAL STATEMENT Complete this form for (1) each proprietor or (2) each limited partner who
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How to fill out umez personal financial statement

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Who needs umez personal financial statement?

01
Individuals applying for loans or financial assistance from the Urban Partnership Bank.
02
Small business owners seeking funding from Urban Partnership Bank.
03
Urban Partnership Bank clients who want to assess their current financial situation.

How to fill out umez personal financial statement:

01
Gather all necessary financial documents: Collect bank statements, tax returns, credit card statements, and any other relevant financial records.
02
Start with personal information: Fill in your name, address, contact details, and social security number.
03
Income section: Provide details about your income sources such as salary, investments, rental properties, or any other means of earning.
04
Assets section: List all your assets, including cash, savings accounts, real estate, vehicles, stocks, and bonds.
05
Liabilities section: Disclose all outstanding debts, including mortgages, student loans, credit card debts, and any other loans.
06
Monthly expenses: Write down your monthly expenses, including housing, utilities, transportation, food, entertainment, and other miscellaneous expenses.
07
Personal property: Detail any significant personal property you own, such as expensive jewelry, artwork, or collectibles.
08
Business ownership: If applicable, provide information about any business you own or have invested in.
09
Additional information: Include any other relevant financial information or assets that were not covered in previous sections.
10
Review and update: Ensure all the information provided is accurate, current, and complete before submitting the financial statement.
Note: It is advisable to consult with a financial advisor or loan officer at Urban Partnership Bank for any specific instructions or guidelines for filling out the umez personal financial statement.
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