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Personal Financial Statement
APPLICANT: (A)SPOUSE: (B)NameNameAddressAddress
WI
StateCityZipSocial Security #CityDOBSocial Security #Please complete for both applicant (A) and spouse (B).
If applicants
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How to fill out this personal financial statement
How to fill out this personal financial statement
01
Start by gathering all your financial documents such as bank statements, pay stubs, and investment statements.
02
Begin by entering your personal information, including your name, address, and contact details.
03
Move on to filling out your income information, including your salary, bonuses, and other sources of income.
04
List all your expenses, such as rent or mortgage payments, utility bills, insurance premiums, and monthly debt repayments.
05
Calculate your total assets by listing all your savings accounts, investment accounts, real estate properties, and valuable possessions like vehicles or jewelry.
06
Determine your total liabilities by adding up all your debts, including credit card balances, loans, and outstanding bills.
07
Complete the statement by calculating your net worth, which is the difference between your total assets and total liabilities.
08
Review the statement for accuracy and make any necessary adjustments before finalizing it.
09
Keep a copy of the completed personal financial statement for your records.
Who needs this personal financial statement?
01
Anyone who wants to get a clear picture of their financial situation.
02
Individuals applying for loans or mortgages, as lenders often require a personal financial statement.
03
Business owners or entrepreneurs who need to assess their personal financial health in relation to their business.
04
People going through major life events like marriage, divorce, or retirement.
05
Those who want to create a financial plan or set financial goals.
06
Individuals seeking professional financial advice or guidance.
07
Anyone looking to gain a better understanding of their income, expenses, assets, and liabilities.
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What is this 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 this personal financial statement?
Individuals applying for loans, financial aid, or certain government programs may be required to file a personal financial statement.
How to fill out this personal financial statement?
To fill out the personal financial statement, gather all relevant financial documents, list your assets and liabilities accurately, and provide necessary income information as required by the form.
What is the purpose of this personal financial statement?
The purpose of the personal financial statement is to provide a comprehensive picture of an individual's financial health, which can be used for decision-making related to loans, investments, and financial planning.
What information must be reported on this personal financial statement?
Information typically reported includes cash and cash equivalents, real estate holdings, investments, debts, and personal income sources.
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