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Personal Financial Statement www.1stcolonial.com Phone: 8568581100 Fax: 8563218272 210 Lake Drive East, Cherry Hill, NJ 08002OWNER/GUARANTOR Forms Business NAME20IMPORTANT: Read these Directions before
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How to fill out personal financial statement

01
Gather all necessary financial documents such as bank statements, investment statements, and tax returns.
02
Start by listing all your assets, including cash, real estate, investments, and personal property.
03
For each asset, provide detailed information such as its current value and any outstanding loans or debts associated with it.
04
Next, list all your liabilities, such as mortgages, loans, credit card debt, and any other outstanding debts.
05
Provide the total amount of assets and liabilities at the bottom of the statement.
06
Calculate your net worth by subtracting the total liabilities from the total assets.
07
Finally, review and double-check all the information to ensure accuracy and completeness before submitting the personal financial statement.

Who needs personal financial statement?

01
Personal financial statements are typically required by financial institutions when applying for loans or credit.
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Business owners may need to provide personal financial statements to lenders or investors.
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Individuals who are planning for retirement or setting financial goals may use personal financial statements to assess their current financial situation.
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Estate planners and tax professionals may need personal financial statements to assist in wealth planning and tax preparations.
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Individuals going through divorce proceedings may require personal financial statements to determine assets and liabilities for equitable distribution.
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Overall, anyone who wants to gain a better understanding of their financial position and make informed financial decisions can benefit from creating a personal financial statement.
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A personal financial statement is a document that provides an individual's financial information, including assets, liabilities, income, and expenses.
Certain public officials and government employees are required to file personal financial statements, as well as individuals applying for loans or investment opportunities.
To fill out a personal financial statement, individuals must gather information about their assets, liabilities, income, and expenses and report them accurately on the provided form.
The purpose of a personal financial statement is to provide a snapshot of an individual's financial situation, helping them assess their net worth and make informed financial decisions.
Information such as assets (cash, investments, property), liabilities (debts, loans), income (salary, dividends), and expenses (mortgage, utilities) must be reported on a personal financial statement.
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