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Get the free PERSONAL FINANCIAL STATEMENT - traviscountytx.gov

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PERSONALFINANCIALSTATEMENTNAME: ___ SOCIAL SECURITY NO: ___ HOME ADDRESS: ___ Driver's LICENSE NO: ___ BUS. ADDRESS: ___ TELEPHONE NOS: ___ASSETS: Cash on Hand___Funds in Financial Institutions (Schedule
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How to fill out personal financial statement

01
Gather all necessary financial documents such as bank statements, investment accounts, credit card statements, and loan statements.
02
List all assets including cash, real estate, retirement accounts, vehicles, and valuable personal items.
03
Calculate your liabilities including credit card debt, mortgages, student loans, and any other outstanding debts.
04
Calculate your net worth by subtracting your total liabilities from your total assets.
05
Organize all the information into a clear and easy-to-read format, either using a template or creating your own.
06
Review and update your personal financial statement regularly to track your financial progress.

Who needs personal financial statement?

01
Individuals applying for loans or mortgages.
02
Business owners seeking investors or partners.
03
People planning for retirement.
04
Those going through divorce proceedings.
05
Anyone looking to assess their financial health and make informed decisions.
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A personal financial statement is a document that provides an overview of an individual's financial situation, including assets, liabilities, income, and expenses.
Certain individuals such as public officials, candidates for public office, and those in specific positions may be required to file a personal financial statement.
To fill out a personal financial statement, one must gather information on their assets, liabilities, income, and expenses, and then report this information accurately on the designated form.
The purpose of a personal financial statement is to provide transparency and accountability regarding an individual's financial situation, especially for those in positions of public trust.
Information such as assets, liabilities, income sources, business interests, and financial transactions may need to be reported on a personal financial statement.
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