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Get the free Personal Financial Statement with Cash Flow - Bank of Houston

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Page 1 FINANCIAL STATEMENT Dated as of Name Social Security Number TX DL Number & Expiration Date of Birth Unmarried Married Spouse's Name Social Security Number TX DL Number & Expiration Date of
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A personal financial statement is a document that outlines an individual's financial condition, including assets, liabilities, income, and expenses.
Individuals who hold public office or are involved in certain business transactions may be required to file a personal financial statement with the appropriate governing body.
To fill out a personal financial statement, you typically need to gather information about your assets, such as bank accounts, investments, and real estate, as well as liabilities such as loans and debts. You also need to provide information about your income and expenses.
The purpose of a personal financial statement is to provide a snapshot of an individual's financial situation, allowing others to assess their financial health and stability. It is often used for loan applications, business transactions, or when holding public office.
Information that must be reported on a personal financial statement typically includes details about assets, liabilities, income, expenses, and sometimes additional information such as business interests or investment holdings.
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