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OMB APPROVAL NO.: 32450188 EXPIRATION DATE: 03/31/2021PERSONAL FINANCIAL STATEMENT 7(a) / 504 LOANS AND SURETY BONDS U.S. SMALL BUSINESS Administrations of, SBA uses the information required by this

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How to fill out personal financial statement

01

To fill out a personal financial statement, follow these steps:

02

Gather all your financial documents, including bank statements, investment statements, and loan statements.

03

Start by entering your personal information, such as your name, address, and contact details, at the top of the form.

04

List your assets, which include cash, investments, real estate, vehicles, and any valuables you own. Specify their current market value.

05

Calculate the total value of your assets and enter it in the designated field.

06

Move on to your liabilities, which include outstanding loans, credit card balances, and any other debts. Specify the principal amount owed and the interest rate.

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Calculate the total value of your liabilities and enter it in the designated field.

08

Subtract your total liabilities from your total assets to determine your net worth.

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Provide additional information, such as your income, monthly expenses, and any other relevant details.

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Review the completed personal financial statement for accuracy and make any necessary adjustments.

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Sign and date the form to make it legally binding.

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Remember to update your personal financial statement regularly as your financial situation changes.

Who needs personal financial statement?

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A personal financial statement is needed by individuals who want to assess their financial health, plan for the future, or apply for a loan.

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Specifically, the following people may benefit from a personal financial statement:

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- Individuals applying for mortgages or other types of loans

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- Small business owners seeking financing or investors

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- Individuals planning for retirement

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- Individuals going through a divorce or legal proceedings

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- Anyone interested in tracking their personal assets, liabilities, and net worth

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What is personal financial statement?

A personal financial statement is a document that outlines an individual's financial position at a specific point in time.

Who is required to file personal financial statement?

Certain individuals such as public officials, candidates for public office, and certain employees may be required to file a personal financial statement.

How to fill out personal financial statement?

A personal financial statement can be filled out by listing all assets, liabilities, income, and expenses. It is important to be thorough and accurate when completing the form.

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, including their assets, liabilities, and net worth.

What information must be reported on personal financial statement?

Information such as bank account balances, investments, real estate holdings, debts, and sources of income must be reported on a personal financial statement.

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