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PERSONAL FINANCIAL STATEMENT AS OF (date) ___/___/___ SUBMITTED TO: Newburyport Bank PERSONAL INFORMATIONAPPLICANT (NAME)COAPPLICANT (NAME)EmployerEmployerAddress of EmployerAddress of EmployerBusiness
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01
Gather all necessary financial documents such as bank statements, investment statements, and tax returns.
02
List all sources of income, including salary, dividends, rental income, and any other sources of money.
03
Detail all monthly expenses such as rent/mortgage payments, utilities, groceries, insurance, and other regular expenses.
04
List all assets such as real estate, vehicles, investments, and savings accounts.
05
Detail all liabilities including loans, credit card debt, and any other outstanding obligations.
06
Calculate your net worth by subtracting your total liabilities from your total assets.

Who needs personal financial statement as?

01
Individuals applying for loans or mortgages may need to provide a personal financial statement to lenders.
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Business owners may need a personal financial statement when applying for business loans or seeking investors.
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Those going through a divorce may need a personal financial statement to help determine the division of assets and liabilities.
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Financial advisors may use personal financial statements to help clients create a comprehensive financial plan.
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Anyone looking to track their financial progress and set financial goals may benefit from filling out a personal financial statement.
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A personal financial statement is a document that provides a summary of an individual's financial position, including assets, liabilities, income, and expenses.
Individuals applying for loans, financial aid, or certain business licenses, as well as executives and officials in certain industries, are often required to file a personal financial statement.
To fill out a personal financial statement, gather all financial documents, list your assets and liabilities, calculate your net worth, and ensure all information is accurate and up to date.
The purpose of a personal financial statement is to provide a clear picture of an individual's financial health, which can assist in financial planning, obtaining credit, or meeting legal requirements.
A personal financial statement must report information on assets (cash, property, investments), liabilities (loans, credit card debt), income (salary, other earnings), and expenses.
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