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NATIONAL SURETY SERVICES, INC. PERSONAL FINANCIAL STATEMENT (This Form Must be Signed & Dated)PERSONAL FINANCIAL STATEMENT AS OF ___, 20 ___ Name of Applicant: Name of Spouse:Social Security Number:Date
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How to fill out personal financial statement

01
Gather all necessary financial documents such as bank statements, retirement account statements, tax returns, and any other relevant documents.
02
List all assets including cash, investments, real estate, vehicles, and any other valuables.
03
List all liabilities such as mortgages, loans, credit card debt, and any other outstanding debts.
04
Calculate your net worth by subtracting your total liabilities from your total assets.
05
Include a summary of your income and expenses to provide a clear picture of your financial situation.

Who needs personal financial statement?

01
Individuals applying for a loan
02
Entrepreneurs seeking investors
03
Individuals going through divorce proceedings
04
Those planning for retirement
05
Anyone looking to improve their financial health
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A personal financial statement is a document that outlines an individual's financial position by detailing their assets, liabilities, and net worth.
Certain individuals such as elected officials, government employees, and candidates for public office are required to file a personal financial statement.
To fill out a personal financial statement, individuals need to gather information on their assets, liabilities, income, and expenses, and then use the provided form to document these details.
The purpose of a personal financial statement is to provide transparency and accountability regarding an individual's financial situation, especially for those in public office or positions of authority.
The information reported on a personal financial statement typically includes assets such as real estate, investments, and bank accounts, as well as liabilities such as loans and mortgages.
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