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Este formulario se utiliza para presentar un estado financiero personal y es requerido por la Comisión de Ética de Texas. Debe ser presentado electrónicamente, salvo excepciones específicas. Incluye

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How to fill out personal financial statement

01

Start with your personal information: Include your name, address, phone number, and social security number.

02

List your assets: Document what you own, such as cash, real estate, vehicles, investments, and personal property.

03

Identify your liabilities: Detail all debts, including mortgages, loans, credit card debts, and any other obligations.

04

Calculate your net worth: Subtract your total liabilities from your total assets to determine your financial position.

05

Include your income information: Provide details on your monthly or annual income sources, such as salary, bonuses, rental income, and investments.

06

Document expenses: Write down your monthly living expenses, including housing, food, transportation, and other bills.

07

Review and finalize: Go over all entries for accuracy and completeness before signing and dating the statement.

Who needs personal financial statement?

01

Individuals applying for loans or mortgages to assess their financial health.

02

Business owners seeking funding or investment to demonstrate personal and business finances.

03

Financial advisors or planners to help create personalized financial strategies.

04

Estate planners to understand an individual's financial situation for planning purposes.

05

Anyone undergoing personal bankruptcy or financial counseling who needs a clear picture of their finances.

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What is personal financial statement?

A personal financial statement is a document that provides information about an individual's financial position, including assets, liabilities, income, and expenses.

Who is required to file personal financial statement?

Individuals applying for loans, investors, or those seeking financial assistance may be required to file a personal financial statement to provide a clear picture of their financial situation.

How to fill out personal financial statement?

To fill out a personal financial statement, list your assets and their values, your liabilities and their amounts, and then calculate your net worth by subtracting total liabilities from total assets.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to give lenders, investors, or financial advisors an overview of your financial health and creditworthiness.

What information must be reported on personal financial statement?

A personal financial statement must report information such as total assets, total liabilities, income sources, expenses, and net worth.

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