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This form must be completed and returned to UCSF International Students and Scholars Office before a Certificate of Eligibility for non-immigrant visa can be issued. It requires documentation of financial

How to fill out confidential financial statement

How to fill out Confidential Financial Statement

1. Begin by downloading the Confidential Financial Statement form from the appropriate source.
2. Fill in your personal information, including your name, address, and contact details at the top of the form.
3. Provide detailed information about your income, including salary, bonuses, and any other sources of income.
4. List all your assets, such as real estate, vehicles, investments, and bank accounts, along with their estimated values.
5. Detail your liabilities, including mortgages, loans, credit card debts, and any other financial obligations.
6. Ensure that all figures are accurate and current to reflect your true financial situation.
7. If required, provide any additional documentation or supporting evidence for your financial statements.
8. Review the entire form for completeness and accuracy before submission.

Who needs Confidential Financial Statement?

1. Individuals applying for loans or credit
2. Business owners seeking financing or partnerships
3. Financial institutions conducting risk assessments
4. Government agencies requiring financial disclosures
5. Investors evaluating potential investment opportunities

People Also Ask about

How to write a personal financial statement?

List your assets: Identify and value all your assets using current market values for investments and real estate. List your liabilities: Include all your debts, noting the remaining balances and interest rates. Calculate your net worth: Subtract your total liabilities from your assets to determine your net worth.

What is financial statement in English?

What are financial statements? Financial statements are written records that illustrates the business activities and the financial performance of a company. In most cases they are audited to ensure accuracy for tax, financing, or investing purposes.

What is a confidential financial statement?

Confidential Financial Information means sensitive financial information of commercial value that a customer or client of the employer gives explicit authorization for the employer to obtain, process, and store and that the employer entrusts only to managers or employees as a necessary function of their job duties.

How to fill out an SBA financial statement?

How to fill out SBA Form 413 Fill out personal and business contact information. List your assets and calculate total value. Add your liabilities. List sources of income. List any contingent liabilities. Share additional information about assets and liabilities.

What is a personal financial statement for a business loan?

Every small business owner needs to create a personal financial statement (PFS), which serves as a personal balance sheet, documenting your assets, liabilities and net worth.

What is a SBA 413 personal financial statement?

SBA Form 413, formally titled “Personal Financial Statement,” is a document that the U.S. Small Business Administration uses to assess the creditworthiness and repayment ability of its loan applicants. This form collects information about your personal finances, such as assets, liabilities and sources of income.

What is a personal financial statement?

How to fill out SBA form 413 Provide basic business information. Report your assets. Report your liabilities. List your source of income and contingent liabilities to complete section 1. Detail your notes payable to banks and others in section 2. Detail the status of your stocks and bonds for section 3.

For pdfFiller’s FAQs

What is Confidential Financial Statement?

A Confidential Financial Statement is a document that outlines an individual's or entity's financial condition, including assets, liabilities, income, and expenses, and is submitted in a manner that keeps the information confidential.

Who is required to file Confidential Financial Statement?

Typically, individuals who are applying for loans, certain government positions, or other financial assistance may be required to file a Confidential Financial Statement to provide a clear picture of their financial status.

How to fill out Confidential Financial Statement?

To fill out a Confidential Financial Statement, gather financial documentation, complete all sections accurately, report income and expenses, list assets and liabilities, and ensure the form is signed and dated as required.

What is the purpose of Confidential Financial Statement?

The purpose of a Confidential Financial Statement is to provide lenders or relevant authorities with a detailed insight into the financial status of the individual or entity, which helps in assessing creditworthiness, eligibility for assistance, or other financial evaluations.

What information must be reported on Confidential Financial Statement?

Information that must be reported typically includes personal identification details, income sources, total income, assets (such as properties, bank accounts), liabilities (such as loans, credit card debt), and monthly expenses.