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This document is a Personal Financial Statement required for individuals applying for credit. It collects detailed financial information, including individual and joint assets, liabilities, annual income, and contact details, to assess creditworthiness. It outlines necessary sections to be filled based on whether the applicant is relying on their own financial information or that of another individual.
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How to fill out personal financial statement

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How to fill out personal financial statement

01
Start with your personal information: name, address, and contact details.
02
List your assets: include cash, real estate, investments, and other valuables.
03
Calculate total assets by summing up all listed items.
04
List your liabilities: document all debts like loans, mortgages, and credit cards.
05
Calculate total liabilities by summing up all debts.
06
Subtract total liabilities from total assets to find your net worth.
07
Review and update the statement regularly to reflect current financial status.

Who needs personal financial statement?

01
Individuals applying for loans or mortgages.
02
Business owners seeking funding or investment.
03
Financial advisors assisting clients in financial planning.
04
Anyone wanting to assess their financial health.
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A personal financial statement is a document that provides an overview of an individual's financial situation, including assets, liabilities, income, and expenses.
Individuals applying for loans, mortgages, or credit may be required to file a personal financial statement, as well as certain professionals and business owners to demonstrate their financial status.
To fill out a personal financial statement, list all assets and their value, all liabilities and their amounts, calculate net worth by subtracting total liabilities from total assets, and provide details regarding income and expenses.
The purpose of a personal financial statement is to provide a clear picture of an individual's financial health, which can be used for loan applications, budgeting, and financial planning.
Information that must be reported includes bank accounts, real estate, investments, debts, income sources, and monthly expenses.
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