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Get the free Personal Financial Statement - Newburyport Bank

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SUBMITTED TO:PERSONAL FINANCIAL STATEMENT AS OF (date)___ Newburyport Bank PERSONAL INFORMATIONAPPLICANT (NAME)APPLICANT (NAME)EmployerEmployerAddress of EmployerAddress of EmployerBusiness Phone
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How to fill out personal financial statement

01
Gather all financial documents such as bank statements, tax returns, investment statements, and debt statements.
02
List all assets such as cash, investments, real estate, and personal property with their corresponding values.
03
List all liabilities such as loans, credit card debt, and mortgages with their corresponding balances.
04
Calculate your total assets and total liabilities.
05
Subtract your total liabilities from your total assets to calculate your net worth.
06
Include any additional information required by the specific financial institution or organization requesting the personal financial statement.

Who needs personal financial statement?

01
Individuals applying for loans or mortgages.
02
Business owners seeking financing for their business.
03
Investors evaluating someone's financial situation before making investment decisions.
04
Individuals or couples seeking financial planning services.
05
Anyone looking to better understand their financial health and make informed financial decisions.
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A personal financial statement is a document that summarizes an individual's financial position, including assets, liabilities, income, and expenses, providing a comprehensive overview of net worth and financial health.
Individuals such as business owners, loan applicants, investors, and some professionals may be required to file a personal financial statement, particularly when applying for loans, credit, or certain licenses.
To fill out a personal financial statement, individuals should collect information about their assets and liabilities, list all sources of income, detail monthly expenses, and calculate net worth by subtracting liabilities from assets.
The purpose of a personal financial statement is to provide a clear and organized view of an individual's financial situation, helping in financial planning, securing loans, and meeting legal or regulatory requirements.
A personal financial statement must include details about assets (such as cash, investments, property), liabilities (such as loans, credit card debt), income (salary, dividends), and expenses (monthly bills, living costs).
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