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OMB APPROVAL NO. 32450188 EXPIRATION DATE: 8/31/2011PERSONAL FINANCIAL STATEMENT As of, U.S. SMALL BUSINESS ADMINISTRATION Complete this form for: (1) each proprietor, or (2) each limited partner
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How to fill out personal financial statement form

01
Gather all relevant financial documents such as bank statements, investment account statements, pay stubs, and tax returns.
02
List all of your assets including cash, investments, real estate, and personal property.
03
Calculate your total assets by adding up the value of all listed assets.
04
List all of your liabilities including loans, credit card debt, and mortgages.
05
Calculate your total liabilities by adding up the balances of all listed liabilities.
06
Subtract total liabilities from total assets to determine your net worth.

Who needs personal financial statement form?

01
Individuals applying for a loan or mortgage.
02
Small business owners preparing for financial audits or seeking investment.
03
Anyone interested in tracking their personal financial health and net worth.
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A personal financial statement form is a document that outlines an individual's financial position, including assets, liabilities, income, and expenses.
Individuals applying for loans or credit, business owners, and certain professionals may be required to file a personal financial statement form to provide a clear picture of their financial situation.
To fill out a personal financial statement form, gather financial documents, list all assets and liabilities, provide details about income and expenses, and complete the form accurately with supporting information.
The purpose of a personal financial statement form is to provide lenders, investors, or other interested parties with a comprehensive view of an individual's financial health.
Information required includes personal assets (cash, property, investments), liabilities (debts, loans), income sources, and expenses.
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