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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 sometimes called a personal balance sheet, is a document that details your current financial status. The main factors are your total assets and your total liabilities, which, when subtracted from each other, equal your total net worth.
Financial statements can also sometimes include the assets and liabilities of spouses to reach a combined net worth. This is commonly seen when spouses are combining finances, like if they are applying for a business loan together to fund a startup.
A Personal Financial Statement is also known as a:
You should include all of your assets and liabilities on your financial statement to give an accurate portrayal of your financial situation.
Some examples of assets include:
Some examples of liabilities include:
There are several situations that require personal financial reporting.
For example, if you are starting a business and require a loan, your bank will likely review your income statement to gauge your financial situation and determine what kind of interest rates you're eligible for.
The statement's purpose is to allow the bank or loan company to see what kinds of assets you have to evaluate the risk of lending to you.
Other situations that sometimes require a financial statement include:
Sample
Personal Financial Statement
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