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Este formulario se utiliza para recopilar información financiera personal, incluyendo activos, pasivos, ingresos y deudas, con el fin de evaluar la solvencia del solicitante para un préstamo.
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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, bank accounts, stocks, bonds, real estate, and any other personal valuables.
03
Assign values to your assets: Provide current market values for each item listed.
04
List your liabilities: Include debts such as mortgages, loans, credit card balances, and any other obligations.
05
Assign values to your liabilities: Provide current outstanding amounts for each debt.
06
Calculate your net worth: Subtract total liabilities from total assets to determine your financial position.
07
Review and update regularly: Ensure that the statement reflects current financial circumstances.

Who needs personal financial statement?

01
Individuals applying for loans or mortgages.
02
Self-employed professionals and business owners.
03
Anyone undergoing financial planning or investment advising.
04
People seeking to develop a budget or track their net worth.
05
Individuals filing for bankruptcy or restructuring debt.
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A personal financial statement is a document that summarizes an individual's financial position at a specific point in time, detailing assets, liabilities, and net worth.
Individuals seeking loans, financing, or investment opportunities may be required to file a personal financial statement, particularly self-employed individuals, business owners, or those applying for large loans.
To fill out a personal financial statement, list all your assets (cash, investments, property) and liabilities (debts, mortgages), then calculate your total net worth by subtracting liabilities from assets.
The purpose of a personal financial statement is to provide a comprehensive overview of an individual's financial situation, which can be used for loan applications, investment assessments, or personal financial planning.
A personal financial statement must report information such as cash and cash equivalents, investments, accounts receivable, real estate, personal property, total liabilities, and net worth.
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