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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 2016, covering calendar year ending December 31, 2015.

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How to fill out personal financial statement

01

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

02

List all assets including cash, investments, real estate, and personal property with their corresponding values.

03

Detail all liabilities such as credit card debt, student loans, mortgages, and any other outstanding debts.

04

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

05

Complete the personal financial statement form with accurate and up-to-date information.

06

Review the statement for any errors or omissions before submitting it.

Who needs personal financial statement?

01

Individuals applying for loans or mortgages.

02

Entrepreneurs seeking funding for their business.

03

Financial advisors helping clients with financial planning.

04

Probate courts when assessing an individual's estate.

05

Anyone looking to track their financial progress and make informed decisions.

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What is personal financial statement?

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

Who is required to file personal financial statement?

Typically, public officials, candidates for public office, and individuals in certain professions are required to file a personal financial statement.

How to fill out personal financial statement?

To fill out a personal financial statement, individuals need to list their assets, liabilities, income, and expenses in a designated form.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide transparency and accountability regarding an individual's financial situation.

What information must be reported on personal financial statement?

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

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