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Southwestern Michigan College 20232024 Asset and Investment Worksheet Financial Aid Office, 58900 Cherry Grove Road, Dowager, MI 49047 Phone: 269.783.2143 Fax 269.783.2114 Email: finaid@swmich.eduStudent
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01
Gather all necessary financial documents such as bank statements, investment statements, property deeds, and other asset documentation.
02
List down all assets and investments you currently hold along with their estimated values.
03
Provide detailed information about each asset or investment including type, ownership percentage, and any income generated.
04
Include information about liabilities associated with each asset or investment such as loans or mortgages.
05
Consult with a financial advisor or accountant if needed to ensure accuracy and compliance with regulations.

Who needs 2023-2024 asset and investment?

01
Individuals who want to assess their current financial standing and track their assets and investments over time.
02
Companies looking to present a clear picture of their financial health to stakeholders or potential investors.
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Financial institutions or lenders who need to evaluate an individual or company's assets and investments for credit or investment purposes.
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An asset and investment worksheet is a document used to track and report an individual's or organization's financial assets and investments, providing a detailed overview of their holdings.
Individuals and entities with significant assets or investments, often for tax reporting or financial disclosure purposes, are typically required to file an asset and investment worksheet.
To fill out an asset and investment worksheet, individuals should list all their assets and investments, including their value, type, and any relevant financial information, then provide any supporting documentation as required.
The purpose of the asset and investment worksheet is to provide a comprehensive view of one's financial standing, to ensure proper reporting for tax purposes, and to aid in financial planning.
Information that must be reported includes the type and value of assets and investments, dates of acquisition, return on investments, and any liabilities associated with the assets.
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