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PERSONAL FINANCIAL STATEMENTFORMNote: A PFS filed with the Texas Ethics Commission must be filed electronically. The only exception is forindividuals appointed to office. See the PFS Instruction Guide

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How to fill out personal financial statement form

01

Gather all relevant financial documents such as bank statements, investment account statements, and loan documentation.

02

List all sources of income including wages, salaries, dividends, and rental income.

03

Itemize all assets such as real estate, vehicles, and retirement accounts.

04

Record all liabilities such as mortgages, credit card debt, and student loans.

05

Calculate your net worth by subtracting your total liabilities from your total assets.

06

Fill out the personal financial statement form accurately and completely.

Who needs personal financial statement form?

01

Individuals applying for loans or mortgages.

02

Entrepreneurs seeking funding for their businesses.

03

Investors evaluating potential investment opportunities.

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What is personal financial statement form?

Personal financial statement form is a document that provides a snapshot of an individual's financial situation, including assets, liabilities, income, and expenses.

Who is required to file personal financial statement form?

Individuals who hold positions of public trust or are involved in certain business activities may be required to file a personal financial statement form.

How to fill out personal financial statement form?

To fill out a personal financial statement form, you will need to gather information about your assets, liabilities, income, and expenses, and then input this information into the designated sections of the form.

What is the purpose of personal financial statement form?

The purpose of a personal financial statement form is to provide transparency about an individual's financial situation and potential conflicts of interest.

What information must be reported on personal financial statement form?

Information such as assets, liabilities, income sources, and business interests must be reported on a personal financial statement form.

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