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OMB APPROVAL NO. 3245-0188 EXPIRATION DATE: 8/31/2011 PERSONAL FINANCIAL STATEMENT As of, U.S. SMALL BUSINESS ADMINISTRATION Complete this form for: (1) each proprietor, or (2) each limited partner
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How to fill out personal financial statement
How to fill out personal financial statement step by step:
01
Gather all necessary documents: Collect your bank statements, investment statements, tax returns, paycheck stubs, and any other financial records that reflect your assets and liabilities.
02
List your assets: Begin by listing all of your assets, such as bank accounts, investment accounts, real estate properties, vehicles, and valuable possessions. Include the current market value of each asset.
03
Calculate your liabilities: Next, list all of your liabilities, including outstanding loans, credit card balances, mortgages, and any other debts you owe. Specify the remaining balance and the monthly payment for each liability.
04
Determine your net worth: Subtract your total liabilities from your total assets to calculate your net worth. This figure represents your financial strength and can indicate your ability to meet financial obligations.
05
Provide income details: Include your sources of income, such as salary, self-employment earnings, investment dividends, rental income, and any other regular income streams.
06
List expenses and liabilities: Present your monthly expenses, including rent or mortgage payments, utility bills, insurance premiums, loan repayments, and other recurring expenses. This information helps assess your financial obligations and ability to manage them.
07
Update and review regularly: Ensure that your personal financial statement stays up to date by reviewing and updating it periodically. This allows you to monitor your financial progress and make informed decisions regarding your finances.
Who needs a personal financial statement?
01
Individuals applying for loans: When applying for a loan from a financial institution, such as a mortgage, car loan, or personal loan, lenders typically require a personal financial statement to evaluate your creditworthiness and assess your ability to repay the loan.
02
Business owners and entrepreneurs: If you own a business or are starting a new venture, potential investors and partners may request a personal financial statement to gauge your financial stability and credibility.
03
Job seekers in finance-related roles: Some employers, particularly in finance-related positions, may require a personal financial statement as part of the application process to assess your financial knowledge, responsibility, and integrity.
04
Individuals seeking financial advice or planning: Creating a personal financial statement can help individuals understand their financial situation, identify areas for improvement, and plan for future financial goals. Financial advisors often use personal financial statements as a foundation for providing tailored advice and recommendations.
05
Legal purposes: In some legal proceedings, such as divorce or bankruptcy cases, a personal financial statement may be required to determine the division of assets and liabilities or assess an individual's financial capabilities.
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What is personal financial statement?
A personal financial statement is a document that outlines an individual's financial status.
Who is required to file personal financial statement?
Individuals who hold certain public offices or positions may be required to file a personal financial statement.
How to fill out personal financial statement?
Individuals can fill out a personal financial statement by providing information about their assets, liabilities, income, and expenses.
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.
What information must be reported on personal financial statement?
Information such as assets, liabilities, income, and expenses must be reported on a personal financial statement.
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