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This document is used to collect personal financial information from individuals applying for a loan or guaranteeing a loan through the U.S. Small Business Administration. It includes sections on
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How to fill out personal financial statement

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How to fill out Personal Financial Statement

01
Start with your personal information: name, address, and contact details.
02
List all your assets: cash, investments, real estate, vehicles, and valuable personal property.
03
Document your liabilities: mortgages, loans, credit card debts, and any other financial obligations.
04
Calculate your net worth: subtract total liabilities from total assets.
05
Include your income details: salary, bonuses, rental income, and any other sources of income.
06
Outline your monthly expenses: housing, utilities, food, transportation, and others.
07
Review and update the statement regularly to reflect any changes in your finances.

Who needs Personal Financial Statement?

01
Individuals seeking loans or mortgages.
02
Self-employed professionals or business owners.
03
Clients applying for financial aid or grants.
04
People planning for retirement or estate planning.
05
Anyone wanting to track their financial health or make budgets.
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noun. : a statement that contains information about a security interest in collateral used to secure a debt and that is filed to provide notice to other creditors of the security interest see also perfect sense b, Uniform Commercial Code compare financial statement.
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.
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.

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A Personal Financial Statement is a document that outlines an individual's financial position at a specific point in time, including assets, liabilities, income, and expenses.
Individuals applying for loans, mortgages, or certain types of credit may be required to file a Personal Financial Statement, as well as business owners and executives seeking financing.
To fill out a Personal Financial Statement, gather information about your assets, liabilities, income, and expenses. Use a structured format to list these items, providing accurate and current values.
The purpose of a Personal Financial Statement is to provide a clear picture of an individual's financial health, which can be used for credit applications, investment decisions, and personal budgeting.
A Personal Financial Statement must report information such as total assets, total liabilities, net worth, monthly income, and monthly expenses.
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financial statement SBA Form 413 U.S. Small Business Administration assets liabilities personal net worth loan application guaranty income sources real estate

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