Get the free statement of financial condition - Raymond James

Raymond James Financial Services, Inc. STATEMENT OF FINANCIAL CONDITION September 30, 2017 (Audited)UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549ANNUAL AUDITED REPORT FORM

How to fill out statement of financial condition

How to fill out statement of financial condition

1. To fill out a statement of financial condition, follow these steps:
2. Begin by gathering all your financial documents, including bank statements, investment statements, and tax returns.
3. List all your assets, such as cash, investments, real estate, vehicles, and personal property, along with their estimated values.
4. Include all your liabilities, such as loans, mortgages, credit card debts, and any other outstanding debts.
5. Calculate your net worth by subtracting your total liabilities from your total assets.
6. Provide detailed information about your income, including salary, bonuses, rental income, and any other sources of income.
7. List all your monthly expenses, including housing costs, utilities, transportation expenses, groceries, insurance premiums, and any other regular expenses.
8. Include any other relevant financial information, such as outstanding judgments, pending lawsuits, or bankruptcies.
9. Review and double-check all the information provided to ensure accuracy and completeness.
10. Sign and date the statement of financial condition, indicating that the information provided is true and accurate to the best of your knowledge.
11. Keep a copy of the completed statement for your records.

Who needs statement of financial condition?

1. A statement of financial condition is needed by various individuals and entities, including:
2. - Individuals applying for loans or mortgages
3. - Individuals filing for bankruptcy
4. - Individuals involved in divorce or legal separation proceedings
5. - Individuals involved in estate planning or trust administration
6. - Individuals applying for certain types of insurance policies, such as life or disability insurance
7. - Individuals applying for certain government benefits or assistance programs
8. - Individuals involved in business mergers or acquisitions
9. - Business entities applying for lines of credit or business loans
10. - Business entities involved in bankruptcy or insolvency proceedings
11. - Business entities involved in financial audits or due diligence processes
12. - Financial institutions or lenders evaluating the financial health of individuals or businesses

For pdfFiller’s FAQs

How can I modify statement of financial condition without leaving Google Drive?

By combining pdfFiller with Google Docs, you can generate fillable forms directly in Google Drive. No need to leave Google Drive to make edits or sign documents, including statement of financial condition. Use pdfFiller's features in Google Drive to handle documents on any internet-connected device.

How do I complete statement of financial condition on an iOS device?

Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your statement of financial condition by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.

How do I complete statement of financial condition on an Android device?

On Android, use the pdfFiller mobile app to finish your statement of financial condition. Adding, editing, deleting text, signing, annotating, and more are all available with the app. All you need is a smartphone and internet.

What is statement of financial condition?

Statement of financial condition is a report that provides details about an individual or organization's financial status at a specific point in time.

Who is required to file statement of financial condition?

Individuals or organizations who are required by law, regulation, or contract to disclose their financial condition are required to file a statement of financial condition.

How to fill out statement of financial condition?

The statement of financial condition is typically filled out by providing accurate and up-to-date information about assets, liabilities, and net worth.

What is the purpose of statement of financial condition?

The purpose of statement of financial condition is to provide transparency and accountability regarding an individual or organization's financial position.

What information must be reported on statement of financial condition?

Information such as assets, liabilities, net worth, income, and expenses must be reported on a statement of financial condition.