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OFFICE OF INSURANCE REGULATION Company Admissions PERSONAL FINANCIAL STATEMENT NAME(S)ADDRESS___This statement is made of my (our) financial condition as of, 20 in support of the application of for
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01
Gather all necessary financial information such as income, expenses, assets, and liabilities.
02
Create a list of all sources of income including salaries, investments, and any other forms of revenue.
03
List all monthly expenses such as rent/mortgage, utilities, insurance, and groceries.
04
Compile a list of all assets including savings accounts, investment accounts, real estate, and personal property.
05
Itemize all liabilities such as credit card debt, student loans, and any other outstanding loans.
06
Calculate your total assets and subtract your total liabilities to determine your net worth.
07
Fill out the personal financial statement form accurately and thoroughly with all the gathered information.
08
Review the completed statement for accuracy before submitting or using it for financial planning purposes.

Who needs personal financial statement personal?

01
Individuals applying for loans or mortgages may need to provide a personal financial statement to lenders.
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Financial advisors utilize personal financial statements to help clients assess their financial health and plan for the future.
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Business owners may need personal financial statements for business loan applications or when seeking investment opportunities.
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Individuals looking to track their financial progress and set financial goals may find personal financial statements helpful.
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A personal financial statement is a document that details an individual's financial position at a specific point in time.
Certain individuals such as high-ranking government officials, business owners, and those applying for loans may be required to file a personal financial statement.
To fill out a personal financial statement, one must gather information on assets, liabilities, income, and expenses, and then organize and report this information using a specific template or form.
The purpose of a personal financial statement is to provide a snapshot of an individual's financial health and determine their net worth.
Information such as cash accounts, investments, real estate, personal property, debts, and income sources must be reported on a personal financial statement.
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