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PERSONAL FINANCIAL STATEMENT Name(s) Business Address Phone: Home Phone: Business For the purpose of procuring credit from time to time with you from my(our) negotiable paper or otherwise, I(we) furnish
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How to fill out personal financial statement
How to fill out personal financial statement:
01
Gather all necessary financial documents such as bank statements, investment statements, tax returns, and pay stubs.
02
Start by filling out your personal information: name, address, contact information, and social security number.
03
Provide details about your assets, including cash, savings, investments, real estate properties, vehicles, and any other valuable possessions.
04
Document your liabilities, which include any outstanding debts such as mortgages, credit card balances, student loans, and personal loans.
05
Calculate your net worth by subtracting your liabilities from your assets.
06
Include information about your income, including your salary, bonuses, rental income, and any other sources of earnings.
07
Deduct your expenses, such as mortgage or rent payments, utilities, groceries, transportation, and entertainment expenses.
08
Determine your monthly cash flow by subtracting your expenses from your income.
09
Review your personal financial statement for accuracy and completeness.
10
Sign and date the document.
Who needs a personal financial statement:
01
Individuals applying for a loan: Banks and financial institutions often require personal financial statements when evaluating loan applications.
02
Business owners: Personal financial statements are often necessary for business owners seeking business loans or investors.
03
Individuals seeking financial planning or advisory services: Financial planners may request personal financial statements to assess their clients' financial situations and provide appropriate guidance.
04
Individuals applying for scholarships or grants: Personal financial statements may be required for educational funding applications.
05
Individuals undergoing divorce or legal proceedings: Personal financial statements can be crucial in determining the division of assets and liabilities during divorce or legal proceedings.
Note: It is always advisable to consult with a financial advisor or accountant while preparing a personal financial statement to ensure accuracy and compliance with applicable laws and regulations.
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