Get the free Personal Financial Statement - OMB 3245-0188

OMB APPROVAL NO.: 32450188 EXPIRATION DATE: 05/31/2024PERSONAL FINANCIAL STATEMENT U.S. SMALL BUSINESS ADMINISTRATION The purpose of this form is to collect information about the Business Applicant

How to fill out personal financial statement

How to fill out personal financial statement

1. Gather all necessary financial documents such as bank statements, investment account statements, and debt statements.
2. List all sources of income including salary, investment returns, and any other sources of revenue.
3. Write down all monthly expenses such as rent/mortgage, utilities, groceries, and any other regular expenses.
4. Calculate your total assets by adding up all of your savings, investments, and any valuable possessions.
5. Calculate your total liabilities by adding up all of your debts such as credit card balances, student loans, and mortgage payments.
6. Subtract your total liabilities from your total assets to determine your net worth.

Who needs personal financial statement?

1. Individuals applying for loans or mortgages.
2. Small business owners seeking financing.
3. Those applying for scholarships or financial aid.
4. People looking to track their financial progress and make informed decisions.

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What is personal financial statement?

A personal financial statement is a document that outlines an individual's financial situation at a specific point in time, including assets, liabilities, and net worth.

Who is required to file personal financial statement?

Certain government officials, candidates running for public office, and individuals in certain professions may be required to file a personal financial statement as part of their disclosure requirements.

How to fill out personal financial statement?

To fill out a personal financial statement, individuals typically need to gather information on their assets, liabilities, income, and expenses, and then accurately record these details in the designated sections of the form.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide a snapshot of an individual's financial health and help assess their ability to manage their finances effectively.

What information must be reported on personal financial statement?

Information that must be included on a personal financial statement typically includes details on assets such as cash, investments, real estate, and personal property, as well as liabilities such as loans, mortgages, and credit card debt.