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Name: Fillable Online Personal Financial Statement - North Shore Bank 2024 Fax Email Print - pdfFiller
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Complete this Personal Financial Statement for individual credit applications, ensuring accurate information for North Shore Bank in Peabody, MA.

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What is personal financial statement?

A personal financial statement is a document that provides a summary of an individual's financial status, including assets, liabilities, income, and expenses. It is often used for loan applications, investment assessments, or financial planning.

Who is required to file personal financial statement?

Individuals seeking loans, investors, or certain professionals may be required to file a personal financial statement. Additionally, those applying for certain government assistance or financial aid programs may need to submit one.

How to fill out personal financial statement?

To fill out a personal financial statement, gather all relevant financial documents, such as bank statements, investment accounts, and property valuations. List your assets, detailing their values, then list your liabilities, and finally, calculate your net worth by subtracting liabilities from assets.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide a clear and comprehensive overview of an individual's financial position. It helps in assessing creditworthiness, planning budgets, securing loans, and managing finances effectively.

What information must be reported on personal financial statement?

A personal financial statement must report information regarding assets (such as cash, real estate, and investments), liabilities (like mortgages, loans, and credit card debt), income sources, and expenses.

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