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Personal Financial Statement as of Date: INDIVIDUAL INFORMATIONAL DATE OF BIRTH SOCIAL SECURITY NO. ADDRESS HOME PHONE NO. CELL PHONE NO. BUSINESS NAME BUSINESS ADDRESSStreet: City, State, Zip: (())Street:

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How to fill out personal financial statement

01

Start by gathering all the necessary financial documents such as bank statements, investment statements, and pay stubs.

02

List all your assets, including cash, real estate properties, vehicles, and any other valuable possessions.

03

Provide detailed information about your liabilities, such as credit card debt, mortgages, loans, and other outstanding balances.

04

Calculate your net worth by subtracting your liabilities from your assets.

05

Include your income sources and provide accurate details about your salary, bonuses, commissions, rental income, investments, and any other sources of income.

06

Outline your monthly expenses, including rent or mortgage payments, utilities, transportation costs, insurance premiums, grocery bills, and any other regular expenses.

07

Summarize your financial goals and objectives, including short-term and long-term goals.

08

Review the completed personal financial statement thoroughly and make sure all the information is accurate and up to date.

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Sign and date the personal financial statement to certify its accuracy.

Who needs personal financial statement?

01

Personal financial statements are needed by individuals who have a need to assess their current financial situation and plan for their financial future.

02

Business owners and entrepreneurs may also require personal financial statements when seeking loans or investments for their business.

03

Financial institutions such as banks and lenders often require personal financial statements from loan applicants to evaluate their creditworthiness and repayment capacity.

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What is personal financial statement?

A personal financial statement is a document that provides an overview of an individual's financial position, including assets, liabilities, income, and expenses.

Who is required to file personal financial statement?

Individuals who are applying for loans, mortgages, or financial aid, or those required by financial institutions or legal proceedings, may be required to file a personal financial statement.

How to fill out personal financial statement?

To fill out a personal financial statement, gather information about your assets and liabilities, list your income sources and expenses, and fill out the form accurately, ensuring to provide all necessary details.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide a clear picture of an individual's financial situation to lenders, investors, or for personal evaluation.

What information must be reported on personal financial statement?

A personal financial statement must report information about assets (cash, property, investments), liabilities (debts, loans), income (salary, dividends), and expenses (living costs).

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