Free Financial Statement (Personal)

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Financial Statement (Personal)

Your Liabilities


Your Liabilities

Which liabilities would you like to include in this financial statement?You may provide details about the selected liabilities in the coming pages.







Frequently Asked Questions
What are liabilities?Liabilities refer to financial obligations, debts, or claims owed by an individual or corporation to another party. Liabilities may include any of the following:

  • Loans (e.g. mortgage, student loans, bank loans, car loans)
  • Credit card balances (e.g. Visa or Mastercard; department store cards)
  • Taxes owed (e.g. real estate taxes or income taxes)
  • Child support and other financial obligations
  • Any miscellaneous amounts that are owed


Your Financial Statement (Personal)

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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 Information
Name: _________________________
Address: _________________________
Phone: __________
Employer: _________________________
Position: _________________________
Number of years at position: _________________________

Section 1. Balance Sheet

Assets

Value

Total Assets

$

Liabilities

Value

Total Liabilities

$

Net Worth

$

Section 2. Annual Income/Contingent Liabilities

Annual Income

Value

Contingent Liabilities

Value

Salary

$

Endorser/Guarantor

NA

Commissions/Bonuses

NA

Legal Claims

NA

Real Estate Income

NA

Other Contingent Liabilities

NA

Investment Income

NA

   

Other Income

NA

   

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


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Personal Financial Statement

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