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PERSONAL FINANCIAL STATEMENT SECTION 1: INSTRUCTIONS This Personal Financial Statement (PFS) is being submitted by the individual(s) named in Section 2 below. In Section 2, indicate whether this PFS
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How to fill out this personal financial statement

01
Gather all necessary financial documents such as bank statements, investment account statements, and pay stubs.
02
List all of your assets including cash, real estate, vehicles, and investments.
03
Calculate your total liabilities such as credit card debt, student loans, and mortgage.
04
Subtract your total liabilities from your total assets to determine your net worth.
05
Fill out the income section with details of all sources of income including salaries, bonuses, and dividends.
06
List all of your expenses including rent/mortgage, utilities, groceries, and entertainment.
07
Calculate your total income and expenses to determine your savings and spending habits.
08
Fill out the personal financial statement form with accurate and up-to-date information.

Who needs this personal financial statement?

01
Individuals applying for loans or mortgages
02
Entrepreneurs seeking investors or partners
03
People planning for retirement or estate planning
04
Anyone looking to assess their financial health and make informed decisions
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A personal financial statement is a document that provides a summary of an individual's financial position, detailing assets, liabilities, income, and expenses.
Individuals seeking loans, applying for credit, or those required by certain entities for financial disclosures may be required to file a personal financial statement.
To fill out a personal financial statement, gather all relevant financial information, including assets and liabilities, and accurately complete each section of the form provided, ensuring all calculations are correct.
The purpose of a personal financial statement is to provide a clear picture of an individual's financial status to lenders, financial institutions, or for personal budgeting purposes.
Information that must be reported includes cash and bank accounts, real estate holdings, personal property, investments, and outstanding debts or liabilities.
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