Basic Personal Financial Statement Form - Page 2

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Personal financial statement name address telephone date to procure and maintain credit with the above firm, the undersigned submits the following as a true and accurate statement of financial condition on this

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Document courtesy of lakelureland, llc bbt branch banking and trust company personal financial statement as of: all applicants must provide a photo copy of a valid driver's license or state id and social security card* loan amount: $ loan term:...

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Prosperity bank personal financial statement dated as of section 1 applicant information (type or print) section 2 co-applicant information (type or print) name date of birth name social security # date of birth residence address city, state & zip...

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Personal financial statement

Personal financial statement of financial condition as of / / applicant name: co-applicant name: residence address city, state, & zip business phone residence phone joint credit application by submitting this personal financial statement, we...

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Personal financial statement section 1: applicant information name date of birth residence address city position/occupation employer name residential telephone the nearest relative not living with me address city driver's license/id number state...

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Personal financial statement template

Confidential personal financial statement date: personal information name: address: city, state zip: home telephone: ssn: birthdate: dependents: business telephone: section i assets 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 cash on hand &...

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What is Basic Personal Financial Statement Form?

A Basic Personal Financial Statement Form is a document that provides a snapshot of an individual's financial situation. It includes information about their assets, liabilities, and net worth. This form is commonly used by individuals and businesses to assess their financial health and make informed decisions about budgeting, investing, and managing money.

What are the types of Basic Personal Financial Statement Form?

There are several types of Basic Personal Financial Statement Forms available, each catering to specific needs and requirements. Some common types include:

Simple Personal Financial Statement Form: This form provides a straightforward overview of an individual's financial status.

Income and Expense Statement Form: This form focuses on an individual's income and expenses, providing a detailed analysis of their financial activities.

Real Estate Financial Statement Form: This form is designed specifically for individuals who own or invest in real estate properties, allowing them to track their real estate holdings and related financials.

Business Personal Financial Statement Form: This form is tailored for business owners, enabling them to assess the financial health of their business and make informed decisions.

Retirement Personal Financial Statement Form: This form is designed to help individuals plan for their retirement by analyzing their current financial situation and estimating future income and expenses.

How to complete Basic Personal Financial Statement Form?

Completing a Basic Personal Financial Statement Form can seem daunting, but with pdfFiller's powerful tools, it becomes a breeze. Here is a step-by-step guide to help you:

01

Start by accessing pdfFiller's Basic Personal Financial Statement Form template.

02

Fill in your personal information, such as name, address, and contact details.

03

Provide details of your assets, including cash, investments, properties, and any other valuable possessions.

04

List down your liabilities, such as loans, credit card debts, and mortgages.

05

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

06

Review and double-check all the information you have provided.

07

Save the completed form as a PDF or share it directly with others using pdfFiller's sharing options.

With pdfFiller's intuitive interface and powerful features, completing a Basic Personal Financial Statement Form has never been easier. Sign up today and take control of your financial future!

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Questions & answers

Why do you need a personal financial statement?

Why is a personal financial statement useful? This statement is a tool that can be used to analyze your current financial status, enabling you to track net worth and set financial goals. These statements are often reviewed by lenders when a client applies for credit or a loan, including a mortgage.

What is PFS form?

SBA uses this form to assess the financial situation of applicants for multiple SBA programs and certifications. This form is used to assess repayment ability and creditworthiness of applicants for: 7(a) loans. 504 loans. Disaster loans.

What should be included on a personal financial statement?

The statement typically includes general information about the individual, such as name and address, along with a breakdown of total assets and liabilities. The statement can help individuals track their financial goals and wealth, and can be used when they apply for credit.

Does Excel have a personal financial statement template?

The Simple Personal Finance Statement Template for Excel lets you calculate your net worth and present your financial statement when applying for a loan.

What are some examples of personal financial documents?

Personal Financial Statement Personal Balance Sheet. Personal Income Statement. Statement of Assets and Liabilities. Net Worth Statement. Net Worth Calculator.

What are the basic financial statements?

The three main types financial statements are the balance sheet, the income statement, and the cash flow statement. These three statements together show the assets and liabilities of a business, its revenues and costs, as well as its cash flows from operating, investing, and financing activities.