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This document is a Personal Financial Statement that requires the filer to disclose their financial activity for the calendar year ending December 31, 2024. It includes sections for personal information,

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How to fill out personal financial statement

01

Start with your personal information, including your name, address, and contact details.

02

List your assets, including cash, investments, real estate, and personal belongings.

03

Determine the value of each asset, ensuring to use current market values.

04

List your liabilities, including loans, credit card debts, and any other obligations.

05

Calculate your net worth by subtracting total liabilities from total assets.

06

Review and update the statement regularly to reflect any changes in your financial situation.

Who needs personal financial statement?

01

Individuals applying for loans or mortgages to provide financial institutions with a snapshot of their financial health.

02

Business owners seeking funding or investment to demonstrate personal financial responsibility.

03

Financial advisors or planners to assess a client’s financial situation and plan accordingly.

04

Anyone looking to track their personal finances and gain a better understanding of their financial standing.

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What is personal financial statement?

A personal financial statement is a document that outlines an individual's financial position, including assets, liabilities, income, and expenses, providing a snapshot of their overall financial health.

Who is required to file personal financial statement?

Individuals seeking loans, applying for certain job positions, or involved in financial transactions that require disclosure of personal financial information may be required to file a personal financial statement.

How to fill out personal financial statement?

To fill out a personal financial statement, list all assets (cash, investments, property), liabilities (loans, credit card debt), monthly income, and expenses in the provided sections, ensuring accuracy and completeness.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to assess an individual's financial status, assist in securing loans, and help with financial planning and management.

What information must be reported on personal financial statement?

Essential information includes details of assets (like bank accounts, real estate, and investments), liabilities (such as mortgages and debts), income sources, and regular expenses.

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