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PERSONAL FINANCIAL STATEMENT SECTION 1: INDIVIDUAL INFORMATION Name Address City, State, Zip Occupation Business Name Business Address City, State, Zip Res PhoneSECTION 2 : OTHER PARTY INFORMATION
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How to fill out personal financial statement section

01
Gather all your financial documents such as bank statements, investment accounts, tax returns, and debt statements.
02
List all your assets including cash, real estate, vehicles, retirement accounts, and personal belongings.
03
Calculate your total assets by adding up the value of each asset.
04
List all your liabilities including credit card debt, mortgage, student loans, and any other outstanding debts.
05
Calculate your total liabilities by adding up the value of each liability.
06
Subtract your total liabilities from your total assets to determine your net worth.

Who needs personal financial statement section?

01
Individuals applying for loans or mortgages.
02
Business owners seeking investors or partners.
03
Anyone looking to have a clear picture of their financial situation.
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The personal financial statement section is a document that outlines an individual's financial position, detailing assets, liabilities, income, and expenses.
Individuals with certain financial thresholds or specific obligations, such as loan applicants or business owners, are typically required to file a personal financial statement.
To fill out a personal financial statement, start by listing all assets and their values, then list all liabilities and their amounts, followed by income sources and expenses.
The purpose of the personal financial statement section is to provide a clear snapshot of an individual's financial health, aiding in decision-making for lending, investments, and financial planning.
Reported information typically includes current assets, liabilities, net worth, monthly income, and monthly expenses.
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