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PERSONAL FINANCIAL STATEMENT
PERSONAL FINANCIAL STATEMENT as of ________________ ____, ________ OF _________________________ of _________________________ (the "Applicant") FOR _________________________ of _________________________
BACKGROUND:
This Personal Financial Statement is being made for the purpose of: disclosing financial information to the party named above to obtain a loan.Applicant's Personal InformationName: _________________________Address: _________________________Phone: __________Employer: _________________________Position: _________________________Number of years at position: _________________________
Section 1. Balance Sheet
Assets
Value
Total Assets
$
Liabilities
Total Liabilities
Net Worth
Section 2. Annual Income/Contingent Liabilities
Annual Income
Contingent Liabilities
Salary
Endorser/Guarantor
NA
Commissions/Bonuses
Legal Claims
Real Estate Income
Other Contingent Liabilities
Investment Income
Other Income
Total Annual Income
Total Contingent Liabilities
The Applicant certifies that all the information provided in this statement is true and accurate as of ________________ ____, ________. The Applicant authorizes _________________________ to make any inquiries that _________________________ feels is necessary to verify the information in this financial statement.
________________________________________________________
Last Updated December 26, 2024
A Personal Financial Statement is a document that summarizes your current financial position by detailing your property, assets, and liabilities.
The result is a description of your net worth, also known as your economic position. If you have more assets than liabilities, your net worth is positive; if you have more liabilities than assets, your net worth is negative.
Fill out our simple questionnaire to customize your Personal Financial Statement for a variety of situations, such as:
Your Personal Financial Statement should start with basic information such as your name, contact details, and job description.
Next, consider your assets and liabilities to create a balance sheet displaying your net worth. Add information about any income streams and investments, like your annual salary, real estate transactions, or retirement plans.
Our template includes a net worth calculator that generates a number once you enter your information.
Your balance sheet summarizes all your assets and liabilities and comprises the first section of your Personal Financial Statement. Our template generates further details of each line item in your balance sheet in separate sections of your statement. However, consolidating this information in one place helps investors or financial planners quickly compare and contrast your assets and liabilities.
Your assets are what you own that has monetary value. Assets may include:
A liability is a financial obligation or legal responsibility that detracts from your net worth. Liabilities may include:
In contrast to the balance sheet (which provides insight into existing assets and liabilities), an income statement estimates future profits and potential losses. Our template generates a table with your income and contingent liabilities in the second section of your Personal Financial Statement.
Income is the money you receive regularly and can include sources such as:
Contingent liabilities are potential debts that you may be responsible for in the future. Contingencies may arise from situations such as:
Sample
Personal Financial Statement
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