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CLEARPersonal Financial Statement A complete and signed Personal Financial Statement (PFS) is required from each individual guarantor. Coguarantors with joint assets and liabilities can be included

How to fill out personal financial statement template

How to fill out personal financial statement template

1. To fill out the personal financial statement template, follow these steps:
2. Start by gathering all the necessary financial information, including your income, expenses, assets, and liabilities.
3. Fill in your personal information, such as name, address, contact details, and social security number.
4. Provide details about your income, including your salary, bonuses, commissions, rental income, and any other sources of income.
5. List all your monthly expenses, including rent/mortgage payments, utilities, transportation costs, food, healthcare, and other bills.
6. Determine your assets by including your cash, savings accounts, investments, real estate properties, vehicles, and other valuable possessions.
7. Calculate your liabilities, including your outstanding loans, credit card debts, mortgages, and other financial obligations.
8. Subtract your liabilities from your assets to determine your net worth.
9. Review the completed personal financial statement for accuracy and make any necessary corrections.
10. Sign and date the personal financial statement.
11. Keep a copy of the completed form for your records.

Who needs personal financial statement template?

1. Individuals who need to assess their financial situation
2. Those applying for loans or credit
3. Small business owners seeking financing
4. Executives or professionals involved in estate planning
5. Individuals involved in divorce or separation proceedings
6. People applying for scholarships or financial aid
7. Individuals involved in tax planning or filing
8. Anyone interested in tracking their personal financial progress

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