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PERSONAL FINANCIAL STATEMENT (PFS)As of Date: ___Business Name: Owner/ Guarantor Name(s) Home Street Address Mailing Address if Different City, State, Zip Years at Current Address Phone # Email Address Current

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How to fill out personal financial statement pfs

01

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

02

List all sources of income including salary, bonuses, rental income, and any other sources of revenue.

03

Detail all assets including real estate properties, investments, retirement accounts, and personal belongings of significant value.

04

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

05

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

Who needs personal financial statement pfs?

01

Individuals applying for a loan or mortgage.

02

Small business owners seeking financing.

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Investors looking to assess their financial health.

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Individuals planning for retirement.

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What is personal financial statement pfs?

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

Who is required to file personal financial statement pfs?

Individuals who are required to file a personal financial statement (PFS) typically include public officials, candidates running for public office, and individuals in certain high-level positions in government or organizations.

How to fill out personal financial statement pfs?

To fill out a personal financial statement (PFS), individuals need to gather information about their assets, liabilities, income, and expenses. They can use a template or software to organize and report this information accurately.

What is the purpose of personal financial statement pfs?

The purpose of a personal financial statement (PFS) is to provide a snapshot of an individual's financial health and to disclose any potential conflicts of interest or sources of income.

What information must be reported on personal financial statement pfs?

Information that must be reported on a personal financial statement (PFS) typically includes assets such as bank accounts, investments, real estate, and personal property; liabilities such as debts and mortgages; income sources; and expenses.

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