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PERSONAL FINANCIAL STATEMENT Pikes Peak Regional Development Corporation As of, 20 Complete this form for: (1) each proprietor, or (2) each limited partner who owns 20% or more interest and each general

How to fill out personal financial statement

How to fill out a personal financial statement:

1. Gather all relevant financial documents such as bank statements, investment statements, tax returns, and any other documentation that shows your assets and liabilities.
2. Start by filling out your personal information, including your name, address, contact information, and social security number.
3. Next, list your assets. This includes cash on hand, bank accounts, investments, real estate, vehicles, and any other valuable possessions you own.
4. For each asset, provide details such as the current market value, any outstanding loans or mortgages, and any other relevant information.
5. Move on to listing your liabilities. This includes any outstanding debts, loans, credit card balances, and mortgages.
6. Provide the necessary information for each liability, such as the current balance, monthly payments, interest rates, and maturity dates.
7. Calculate your net worth by subtracting your total liabilities from your total assets. This will give you a snapshot of your overall financial position.
8. Finally, review and double-check all the information you have entered to ensure accuracy and completeness.

Who needs a personal financial statement?

1. Individuals applying for a loan or mortgage may be required to provide a personal financial statement to the financial institution.
2. Entrepreneurs and small business owners often need to submit personal financial statements when seeking financing for their businesses.
3. Professionals such as doctors, lawyers, and accountants may need a personal financial statement when applying for professional liability insurance.
4. Investors may request a personal financial statement from individuals seeking investment opportunities or partnerships.
5. Executives and high-level employees in a company may be asked to provide a personal financial statement as part of their employment contract or agreement.

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