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Statement of Financial Intent Print Name(s) Email Address Home Address City State Zip Phone Home Business Cell Signature Date Director of Development Name(s):I/we wish to make a gift of $ to support:

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How to fill out personal financial statement

01

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

02

Gather all necessary financial documents, such as bank statements, investment statements, and pay stubs.

03

Start by entering your personal information, including your name, address, and contact details.

04

Provide information about your employment status, including your current job and income.

05

List all your assets, such as cash, real estate properties, investments, and vehicles.

06

Specify the value of each asset and any outstanding debts associated with them.

07

Provide information about your liabilities, including credit card debt, loans, and mortgages.

08

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

09

Include any additional information or explanations, if necessary.

10

Review and double-check all the information entered for accuracy.

11

Sign the personal financial statement to affirm its accuracy.

12

Remember to update your personal financial statement regularly to reflect any changes in your financial situation.

Who needs personal financial statement?

01

Personal financial statements are needed by various individuals and entities, including:

02

- Individuals applying for loans or mortgages to assess their creditworthiness and repayment capacity.

03

- Small business owners or entrepreneurs seeking funding or investment.

04

- Individuals going through divorce or separation proceedings to determine the division of assets and liabilities.

05

- Executors, trustees, or administrators managing an estate or trust.

06

- Individuals seeking financial advice or planning for retirement or estate planning purposes.

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What is personal financial statement?

A personal financial statement is a document that outlines an individual's financial position at a specific point in time.

Who is required to file personal financial statement?

Individuals who hold certain positions in government or public office may be required to file a personal financial statement.

How to fill out personal financial statement?

To fill out a personal financial statement, individuals typically need to gather data on their assets, liabilities, income, and expenses.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide transparency about an individual's financial situation and potential conflicts of interest.

What information must be reported on personal financial statement?

Information such as assets, liabilities, sources of income, and potential conflicts of interest must be reported on a personal financial statement.

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