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PERSONAL FINANCIAL STATEMENT Submitted to: Tongans Federal Credit Union Section 1: Individual Information Resection 2: Other Party Information Birth Date SSN:Date: PhoneNameBirth Date SSN:PhoneResidence

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How to fill out personal financial statement

01

To fill out a personal financial statement, follow these steps:

02

Start by gathering all the required financial documents such as bank statements, investment records, income statements, tax returns, and debt statements.

03

Begin with providing your personal information including your name, address, contact details, and social security number.

04

Declare your assets by listing down all your current bank account balances, investments, real estate properties, vehicles, and any other valuable possessions.

05

Proceed to disclose your liabilities by including all your outstanding debts such as credit card balances, student loans, mortgages, and any other loans.

06

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

07

Provide details about your income and expenses by documenting all your sources of income and monthly expenses.

08

Include information about any other financial obligations or commitments you may have like child support, alimony, or legal judgments.

09

Review and double-check all the information you have provided to ensure its accuracy.

10

Sign and date the personal financial statement to confirm its authenticity.

11

Keep a copy of the completed personal financial statement for your records.

Who needs personal financial statement?

01

Personal financial statements are beneficial for various individuals including:

02

- Individuals applying for loans or mortgages to assess their creditworthiness and financial stability.

03

- Entrepreneurs and business owners who need to provide financial information to potential investors or lenders.

04

- Individuals going through divorce proceedings to evaluate and divide marital assets.

05

- People planning for retirement or considering major financial decisions.

06

- Anyone who wants to gain a better understanding of their overall financial situation.

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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 required to file a personal financial statement typically include those applying for loans, government grants, or financial aid, as well as business owners and high net worth individuals.

How to fill out personal financial statement?

To fill out a personal financial statement, gather your financial documents, list all assets and their values, detail all liabilities and their amounts, and provide information on income and expenses, before summarizing the information in the required format.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to present a clear picture of an individual's financial situation to assist in financial planning, loan applications, or investment analysis.

What information must be reported on personal financial statement?

A personal financial statement must report information including current assets (cash, investments, real estate), liabilities (mortgages, loans, credit card debt), net worth, income sources, and monthly expenses.

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