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IMPERSONAL FINANCIAL STATEMENTPFSCOVER SHEET PAGE 1 PAGE #Filed in accordance with chapter 572 of the Government Code. For filings required in 2020, covering calendar year ending December 31, 2019.

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How to fill out personal financial statement

01

Gather all necessary financial documents such as bank statements, investment statements, tax returns, and loan statements.

02

List all your assets including cash, investments, real estate, and personal property.

03

Detail all your liabilities such as debts, loans, and mortgages.

04

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

05

Include your income and expenses to provide a clear picture of your financial situation.

Who needs personal financial statement?

01

Individuals applying for a loan or mortgage.

02

Business owners looking for investors or partners.

03

People going through a divorce or legal proceedings.

04

Anyone seeking financial advice or planning for the future.

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What is personal financial statement?

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

Who is required to file personal financial statement?

Individuals who hold specific public office or positions, as well as certain business owners or executives, may be required to file a personal financial statement.

How to fill out personal financial statement?

To fill out a personal financial statement, an individual typically needs to provide information 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 a snapshot of an individual's financial health and to disclose any potential conflicts of interest.

What information must be reported on personal financial statement?

Information on assets, liabilities, income, and expenses must be reported on a personal financial statement.

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