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Personal Financial Statement___as of Date: The following personal financial statement is submitted to FNB, Your Bank for Life for the purpose of procuring, establishing, and maintaining credit with

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How to fill out a personal financial statement

01

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

02

List all of your assets which include cash, savings, retirement accounts, real estate, and valuable personal items.

03

List all of your liabilities which include mortgages, car loans, student loans, credit card debt, and any other outstanding debts.

04

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

05

Organize all of the information neatly in the personal financial statement form provided by the institution or entity requesting it.

06

Review the completed personal financial statement for accuracy and completeness before submitting it.

Who needs a personal financial statement?

01

Individuals applying for a loan or mortgage may need to provide a personal financial statement to the lender.

02

Business owners or entrepreneurs may need to provide a personal financial statement to investors, partners, or creditors.

03

Individuals going through a divorce or legal proceedings may need to provide a personal financial statement as part of the process.

04

Some employers may request a personal financial statement as part of a background check for certain positions.

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What is a personal financial statement?

A personal financial statement is a document that outlines an individual's financial situation, including assets, liabilities, and net worth.

Who is required to file a personal financial statement?

Certain public officials, candidates for public office, and individuals in positions of authority may be required to file a personal financial statement.

How to fill out a personal financial statement?

To fill out a personal financial statement, you will need to gather information about your assets, liabilities, income, and expenses, and then document them on the form provided by the relevant authority.

What is the purpose of a personal financial statement?

The purpose of a personal financial statement is to provide transparency and accountability regarding an individual's financial situation, particularly for those in positions of authority or public service.

What information must be reported on a personal financial statement?

A personal financial statement typically includes information about assets, liabilities, sources of income, and financial interests in businesses or properties.

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