PERSONAL FINANCIAL STATEMENT Statement of Financial Condition As Of / / Applicant Name: Co-Applicant Name: Residence Address City, State, & Zip Business Phone Business Phone Residence Phone JOINT
personal financial statement

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Who needs a Personal Financial Statement (PFS)?

Any individual applying for a bank loan needs to provide his/her personal financial statement to the bank. An applicant may apply for an extension of credit individually or jointly with another applicant.

What is the PFS for?

Before extending a loan to an applicant, the bank has to evaluate the financial condition of the potential borrower. The applicant’s financial statement provides the bank with the information it needs to make the evaluation.

Is the PFS accompanied by other forms?

You do not have to file any other form but this one.

When is PFS due?

You and your bank agree upon the date of filing.

How do I fill out PFS?

The Form contains some instructions on how to fill it; please read the instructions carefully before you start filling the form.

You should provide the following information:

(1)    Personal information including name, address, social security number, information about you current and previous employment, dependents, marital status;

(2)    Assets including cash; securities; life insurance cash value; mortgages and contracts held by you; homestead; other real estate; profit sharing & pension; retirement accounts, including IRA accounts; automobile; personal property; and other assets.

(3) Liabilities: short terms notes due to financial institutions; short term notes due to others; credit accounts and bills due; insurance loans; installment loans and contracts; mortgages on home; mortgages on other real estate; taxes; and other liabilities.

You will have to give detailed information concerning most of the items above, completing respective schedules.

You should also provide information about your annual income including salary, bonuses, commissions, dividends, interest, net real estate income.

The form requires you to answer the following questions:

  • Are you a co-maker, endorser or guarantor of any other person’s debt?

  • Are you a defendant in any suit or legal action?

  • Have you ever gone through bankruptcy or had a judgment against you?

  • Have you made a will?

Finally, you should sign and date the Form.

Where do I send PFS?

You should send your Personal Financial Statement to your bank.

Video instructions and help with filling out and completing personal financial statement
Instructions and Help about generic personal form

In this film we're going to look at how you fill in the financial statement if you have to do it yourself you have to fill in this form if you are going to caught about a financial issue after you've split from your husband wife or civil partner and live in England and Wales solicitors will call it form e until recently most people could get free help from a solicitor to fill in this form but now lots of people have to do it themselves it's a bit of a daunting prospect so that's why we've made this film to help I'm not a lawyer so I find it tricky too but this is how you do it you have to start to fill in this form as soon as possible because it can take ages to find all the information and documents you need and you need to send it in 35 days before the hearing I can't imagine you're watching this purely for entertainment so you might want to go and get your financial statement form now so you can see what I'm talking about you might want to pause me several more times as we go along so you can see what to feeling where when you're filling in your own form if you want to skip to a particular question the numbers will appear along the bottom of the screen you can find the form on the HMC TS website or just type form e into a search engine click on the file next to download you can either print it off and fill it in by hand as I'm about to do or you can do it on the computer whatever is more comfortable for you now if you're doing it on the computer the important thing is never to press this button it will delete everything you filled in and of course remember to save it regularly it will be very frustrating if something goes wrong and you have to do it again if you are going to print it off it's best not to print it double-sided the thing you will probably have noticed straight away and will probably have made you feel a little bit sick as it did me is how long it is but don't worry you can do it bit by bit and take your time if you don't have lots of valuable stuff and you don't have your own business then there'll be lots of it but you don't need to fill in so front page there is a box in the top right-hand corner that says to be completed by the relevant party that's me apparently the name of the court I can find at the top of the paperwork I've been sent about this and the case number again it's on the paperwork the applicant is the person who has asked the court for a financial order again that's me the respondent is my ex next on the left-hand side of the page there is a box with the word of above it I put my name in this box as it is my financial statement I was married so I took the spouse box and for now I'm going to leave the date blank as this should be the date you finish the form below that the parties are me and my ex next I take more boxes I'm a spouse again because I was married and I'm the applicant and this is a financial relief application and my ex is a spouse also the respondent I ignore the third line of tick boxes and...