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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

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How to fill out personal financial statement form

01

To fill out a personal financial statement, begin by gathering all necessary documents and information. This typically includes bank statements, investment statements, tax returns, pay stubs, and any other financial records relevant to your personal finances.

02

Start by completing the header section of the financial statement, which typically requires providing your name, address, contact information, and the date of the statement.

03

Proceed to fill in the assets section of the statement. This includes listing all of your assets such as cash, savings accounts, investments, real estate properties, vehicles, and any other valuable possessions.

04

After completing the assets section, move on to the liabilities section. Here, you will list all of your outstanding debts, loans, mortgages, credit card balances, and any other financial obligations.

05

Calculate the net worth by subtracting the total liabilities from the total assets. This will provide an overall snapshot of your financial position.

06

Next, provide details on your income in the income section. Include all sources of income, such as salary, bonuses, investment dividends, rental income, and any other forms of earnings.

07

Follow this by listing your monthly expenses in the expenses section. This includes items such as rent or mortgage payments, utilities, groceries, transportation costs, insurance premiums, and any other recurring expenses.

08

Dedicate a section to any additional financial information or notes that may be relevant to your personal financial situation.

09

Finally, review the completed personal financial statement for accuracy and make any necessary adjustments or corrections.

10

It is important to note that not everyone needs a personal financial statement. However, individuals who are applying for loans, mortgages, scholarships, or grants may be required to submit a personal financial statement to demonstrate their financial stability and ability to repay the money borrowed. Additionally, individuals who are tracking their finances, creating a financial plan, or seeking advice from financial professionals may also find personal financial statements useful in assessing their overall financial situation.

Who needs a Personal Financial Statement (PFS)?
What is the PFS for?
Is the PFS accompanied by other forms?

Who needs a Personal Financial Statement (PFS)?

Any individual applying for a bank loan needs to provide his/her personal financial statement to the bank. An applicant may apply for an extension of credit individually or jointly with another applicant.

What is the PFS for?

Before extending a loan to an applicant, the bank has to evaluate the financial condition of the potential borrower. The applicant’s financial statement provides the bank with the information it needs to make the evaluation.

Is the PFS accompanied by other forms?

You do not have to file any other form but this one.

When is PFS due?

You and your bank agree upon the date of filing.

How do I fill out PFS?

The Form contains some instructions on how to fill it; please read the instructions carefully before you start filling the form.

You should provide the following information:

(1) Personal information including name, address, social security number, information about you current and previous employment, dependents, marital status;

(2) Assets including cash; securities; life insurance cash value; mortgages and contracts held by you; homestead; other real estate; profit sharing & pension; retirement accounts, including IRA accounts; automobile; personal property; and other assets.

(3) Liabilities: short terms notes due to financial institutions; short term notes due to others; credit accounts and bills due; insurance loans; installment loans and contracts; mortgages on home; mortgages on other real estate; taxes; and other liabilities.

You will have to give detailed information concerning most of the items above, completing respective schedules.

You should also provide information about your annual income including salary, bonuses, commissions, dividends, interest, net real estate income.

The form requires you to answer the following questions:

Are you a co-maker, endorser or guarantor of any other person’s debt?
Are you a defendant in any suit or legal action?
Have you ever gone through bankruptcy or had a judgment against you?
Have you made a will?

Finally, you should sign and date the Form.

Where do I send PFS?

You should send your Personal Financial Statement to your bank.

Video instructions and help with filling out and completing personal financial statement

Instructions and Help about blank fillable personal financial statement form

In this film we're going to look at how you fill in the financial statement if you have to do it yourself you have to fill in this form if you are going to catch about a financial issue after you've split from your husband wife or civil partner and live in England and Wales solicitors will call it form e until recently most people could get free help from a solicitor to fill in this form, but now lots of people have to do it themselves it's a bit of a daunting prospect, so that's why we've made this film to help I'm not a lawyer, so I find it tricky too, but this is how you do it you have to start to fill in this form as soon as possible because it can take ages to find all the information and documents you need, and you need to send it in 35 days before the hearing I can't imagine you're watching this purely for entertainment, so you might want to go and get your financial statement form now, so you can see what I'm talking about you might want to pause me several more times as we go along, so you can see what to feel where when you're filling in your own form if you want to skip to a particular question the numbers will appear along the bottom of the screen you can find the form on the HMC TS website or just type form e into a search engine click on the file next to download you can either print it off and fill it in by hand as I'm about to do, or you can do it on the computer whatever is more comfortable for you now if you're doing it on the computer the important thing is never to press this button it will delete everything you filled in and of course remember to save it regularly it will be very frustrating if something goes wrong, and you have to do it again if you are going to print it off it's best not to print it double-sided the thing you will probably have noticed straight away and will probably have made you feel a little sick as it did me is how long it is but don't worry you can do it bit by bit and take your time if you don't have lots of valuable stuff, and you don't have your own business then there'll be lots of it, but you don't need to fill in so front page there is a box in the top right-hand corner that says to be completed by the relevant party that's me apparently the name of the court I can find at the top of the paperwork I've been sent about this and the case number again it's on the paperwork the applicant is the person who has asked the court for a financial order again that's me the respondent is my ex next on the left-hand side of the page there is a box with the word of above it, I put my name in this box as it is my financial statement I was married, so I took the spouse box and for now I'm going to leave the date blank as this should be the date you finish the form below that the parties are me and my ex next I take more boxes I'm a spouse again because I was married, and I'm the applicant and this is a financial relief application and my ex is a spouse also the respondent I ignore the third line of tick boxes...

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What is personal financial statement?

A personal financial statement is a document or spreadsheet that outlines an individual's current financial position. It includes details such as a person's assets, liabilities, income and expenses. It is often used by individuals when applying for a loan, making a major purchase or for other financial planning purposes.

How to fill out personal financial statement?

1. Start by creating a list of all your assets, such as cash, stocks, bonds, real estate, and other investments. Include the estimated value of each item. 2. Then, create a list of all your liabilities, such as credit cards, student loans, mortgages, and other loans. Include the estimated amount due for each item. 3. Next, calculate your net worth by subtracting your total liabilities from your total assets. 4. Finally, fill out the personal financial statement. This requires providing specific information, such as your name, address, and date of birth. You will also need to provide information about your assets and liabilities, as well as your net worth. Follow the instructions on the form carefully and make sure to include all necessary information. Once you are finished, sign and date the form.

What is the purpose of personal financial statement?

The purpose of a personal financial statement is to provide a snapshot of an individual's financial health. It is used to show a person's assets, liabilities, and net worth at a given point in time. It is used by lenders and other organizations to assess a person's creditworthiness and financial stability. It can also be used by individuals to plan their financial goals and track their progress.

What is the penalty for the late filing of personal financial statement?

The penalty for the late filing of a personal financial statement depends on the applicable laws in the jurisdiction where the filing is required. Generally, late filing may be subject to administrative penalties, including fines, or may result in a suspension or revocation of professional licenses or other privileges.

Who is required to file personal financial statement?

Individuals who are required to file a personal financial statement typically include: 1. High-net-worth individuals: Individuals with significant assets or wealth are often required to submit a personal financial statement. This could include business owners, investors, or individuals with extensive investments or property. 2. Borrowers: Individuals applying for loans or credit may be asked to submit a personal financial statement as part of the loan application process. 3. Bankruptcy filers: Individuals filing for bankruptcy are often required to provide a personal financial statement as part of the bankruptcy proceedings. 4. Divorce proceedings: In cases of divorce, individuals may be required to file a personal financial statement to disclose their financial situation, assets, and liabilities. 5. Government officials and candidates: Some government officials or candidates may be required to submit a personal financial statement to disclose their financial interests and potential conflicts of interest. It is important to note that the specific requirement to file a personal financial statement can vary depending on the laws and regulations of different jurisdictions.

What information must be reported on personal financial statement?

The information that must be reported on a personal financial statement typically includes: 1. Personal information: Name, address, contact details, and social security number. 2. Assets: A detailed list of all your personal assets such as real estate, automobiles, cash and cash equivalents, investments, retirement accounts, and other valuable possessions. 3. Liabilities: A detailed list of all your personal liabilities such as mortgages, loans, credit card debt, student loans, and any other outstanding debts. 4. Income: A breakdown of your income from various sources such as employment, investments, rental properties, business income, and any other sources of revenue. 5. Expenses: A breakdown of your monthly expenses including rent or mortgage payments, utilities, insurance, food, transportation, entertainment, and any other regular expenses. 6. Net worth: Calculation of your net worth by subtracting your total liabilities from your total assets. 7. Personal financial ratios: Some personal financial statements may also include ratios such as debt-to-income ratio, current ratio, and other financial indicators that provide a snapshot of your financial health. It's important to note that the specific information required may vary based on the institution or organization that requests the personal financial statement.

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