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Get the free Personal Financial Statement - 2015 - Lakeside Bank

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PERSONAL FINANCIAL STATEMENT IMPORTANT: Read these directions before completing this Statement. If you are applying for individual credit in your own name and are relying on your own income or assets
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A personal financial statement is a document that outlines an individual's financial position at a specific point in time.
Certain individuals such as public officials, government employees, and business owners are required to file personal financial statements.
To fill out a personal financial statement, one must gather information on assets, liabilities, income, and expenses, and then organize it into a report.
The purpose of a personal financial statement is to provide an overview of an individual's financial situation, including their assets, liabilities, and net worth.
A personal financial statement typically includes information on assets such as cash, investments, and real estate, as well as liabilities such as debts and mortgages.
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