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Commonwealth of Massachusetts The Trial Court Probate and Family Court Department FINANCIAL STATEMENT (Short Form) Division Docket No. INSTRUCTIONS: If your income equals or exceeds $75,000.00 annually,

How to fill out short form financial statement

How to fill out a short form financial statement:

1. Start by gathering all the necessary financial documents, such as bank statements, pay stubs, investment statements, and tax returns.
2. Begin filling out the form by providing your personal information, including your name, address, social security number, and contact details.
3. Enter your employment details, including your current job, salary, and any additional sources of income.
4. List all your assets, such as property, vehicles, stocks, and savings accounts, along with their corresponding values.
5. List all your liabilities, including outstanding loans, credit card debts, and any other financial obligations.
6. Calculate your net worth by subtracting your liabilities from your assets.
7. Fill in your monthly expenses, including rent/mortgage, utilities, groceries, transportation costs, and any other regular expenses.
8. Provide information about any ongoing legal matters or financial obligations, such as child support or alimony.
9. Sign and date the form, ensuring that all the provided information is accurate and complete.

Who needs a short form financial statement:

1. Individuals who are applying for a loan or mortgage may be required to submit a short form financial statement to assess their financial stability and creditworthiness.
2. Entrepreneurs or business owners may need to complete a short form financial statement as part of a loan application or when seeking potential investors.
3. Divorcing couples may need to fill out a short form financial statement to disclose their financial situation during divorce proceedings.
4. People who are applying for government assistance programs, such as housing or welfare, may be required to provide a short form financial statement to determine their eligibility.
5. In some legal proceedings, such as bankruptcy or insurance claims, individuals may need to submit a short form financial statement to assess their financial situation.

Remember to always consult with a financial advisor or legal professional when filling out a short form financial statement, as specific requirements may vary depending on the purpose and jurisdiction.

For pdfFiller’s FAQs

What is short form financial statement?

Short form financial statement is a condensed version of a company's financial report that provides an overview of its financial position.

Who is required to file short form financial statement?

Companies that meet certain criteria set by regulatory authorities are required to file short form financial statements.

How to fill out short form financial statement?

Short form financial statements can be filled out by gathering the necessary financial information and condensing it into the required format.

What is the purpose of short form financial statement?

The purpose of short form financial statements is to provide stakeholders with a snapshot of a company's financial health and performance.

What information must be reported on short form financial statement?

Short form financial statements typically include key financial data such as revenues, expenses, assets, liabilities, and net income.

How do I make changes in short form financial statement?

With pdfFiller, the editing process is straightforward. Open your short form financial statement in the editor, which is highly intuitive and easy to use. There, you’ll be able to blackout, redact, type, and erase text, add images, draw arrows and lines, place sticky notes and text boxes, and much more.

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