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This document is a detailed financial statement that provides an overview of the applicant\'s financial condition, including assets and liabilities, income and expenses, and additional information relevant to obtaining credit. It includes sections for both individual and joint borrowers, along with detailed schedules for various financial categories.
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How to fill out personal financial statement

01
Start with your basic information: Name, address, contact number, and date.
02
List your assets: Include cash, real estate, stocks, and any other valuable items.
03
Determine the value of your assets: Assign a monetary value to each asset listed.
04
List your liabilities: Include all your debts such as loans, credit card balances, and mortgages.
05
Evaluate the total liabilities: Sum up all the amounts owed on your liabilities.
06
Calculate your net worth: Subtract total liabilities from total assets to find your net worth.
07
Fill in additional information if required: This could include income, expenses, and any other relevant financial information.
08
Review and double-check for accuracy: Ensure all figures are correct and reflect your current financial situation.

Who needs personal financial statement?

01
Individuals applying for loans or mortgages.
02
Business owners seeking financing or investment.
03
Financial planners and advisors assessing client portfolios.
04
Anyone undergoing a financial review or seeking to understand their financial standing.
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A personal financial statement is a document that outlines an individual's financial position, including assets, liabilities, income, and expenses, used to assess financial health.
Typically, individuals applying for loans or financial aid, self-employed individuals, and business owners may be required to file a personal financial statement.
To fill out a personal financial statement, gather financial documents, list your assets and liabilities, detail your income and expenses, and complete each section of the statement accurately.
The purpose of a personal financial statement is to provide a clear picture of an individual's financial status, helping in loan applications, personal budgeting, and financial planning.
A personal financial statement must report information such as total assets, total liabilities, monthly income, monthly expenses, and net worth.
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