Generic personal financial statement template

    • How to create a personal financial statement?

      How to Create a Personal Financial Statement Decide what format will work best for you. Most people prefer to use a spreadsheet program such as Excel. Create a balance sheet. A balance sheet will show you how much you own and what you owe, giving you an idea of your... Create an income statement. This part of your personal financial statement will show you how much money you earned... See More....

    • What exactly is a personal financial statement?

      A personal financial statement is a document or spreadsheet outlining an individual's financial position at a given point in time. A personal financial statement will typically include general information about the individual, such as name and address, along with a breakdown of total assets and liabilities.

    • What are examples of personal financial documents?

      examples of personal financial documents. pay stubs, bank statements, broker reports, and credit card statements; marriage licences, vehicle titles, tax forms, contracts, certificates of deposit, leases, mortgage loan papers, stock certificates, and birth certificate. key to establishing a sound financial future.

    • What is your personal financial statement?

      What is a 'Personal Financial Statement'. A personal financial statement is a document or spreadsheet outlining an individual's financial position at a given point in time.

    • [PDF File]Personal Financial Statement of Assets & Liabilities

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      Personal Financial Statement of Assets & Liabilities First Name Surname ... (Personal business) $ Bank/cash Investments Limit $ $ $ Secured by: $ $ Loan/lease on Vehicles Vehicles $ $ ... I/we, the undersigned, do hereby certify that the above is a full and true statement of my / …

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    • [PDF File]Financial Statement Samples And Templates

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      sample financial statements can be a huge time and money saver. Finding the right sample financial statements can make the job of preparing a cash flow analysis, an income statement, a balance sheet, a mission statement and a business plan a great deal easier and less time consuming. Using Your Spreadsheet Program Or Financial Package

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    • [PDF File]PERSONAL FINANCIAL STATEMENT

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      PERSONAL FINANCIAL STATEMENT SBA Form 413 (2-94) Use 5-91 Edition until stock is exhausted. Ref: SOP 50-10 a nd 50-30 As of , 19 Complete this form for: (1) each proprietor, or (2) each limited partner who ow ns 20% or more interest and each general partner, or (3) each stockholder ownin g

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    • [PDF File]Personal Financial Statement - Wells Fargo

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      Personal Financial Statement Business Real Estate Financing A complete and signed Personal Financial Statement (PFS) is required from each individual guarantor. Co-guarantors with joint assets and liabilities can be included on one joint PFS. However, if any assets or liabilities

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    • [PDF File]Personal Financial Statement Worksheet (5)

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      PERSONAL FINANCIAL STATEMENT WORKSHEET NAME: AS OF: ASSETS Estimated Line # Fair Market Value 1. Cash on Hand $ 2. Cash in Bank (Schedule A) - 3. Notes & Contracts Receivable (Schedule B) - 4. Stocks, Bonds & Mutual Funds - Listed (Schedule C) - 5. Stocks & Bonds - Unlisted (Schedule D) - 6. Real Estate & Buildings (Schedule E) - 7.

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    • [PDF File]Personal Financial Statement - Planning & Development

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      PERSONAL FINANCIAL STATEMENT . U.S. SMALL BUSINESS ADMINISTRATION As of , Complete this form for: (1) each proprietor, or (2) each limited partner who owns 20% or more interest and each general partner, or (3) each stockholder owning 20% or more of voting stock, or (4) any person or entity providing a guaranty on the loan. Name . Business Phone

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    • [PDF File]Blank Personal Financial Statement

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      Title: Blank Personal Financial Statement.xls Author: Robert Yuretich Created Date: 7/28/2007 11:48:26 AM

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    • [PDF File]Personal Financial Statement Generic

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      This personal financial statement and any other financial or other information that the undersigned gives Bank shall become the property of the Bank. The undersigned authorize any person or consumer reporting agency to give Bank a copy of the undersigned's credit report and any other financial information it may have on the

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    • [PDF File]Other Assets Readily Convertible to Cash - Itemize

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      PERSONAL FINANCIAL STATEMENT 1. CONFIDENTIAL B LIFE INSURANCE (List only those Policies that you own) Company Cash Surrender Value Policy Loan from Insurance Co. Other Loans Policy as Collateral $0.00 $0.00 C SECURITIES OWNED Face Value-Bonds No. of Shares Stock Type of Ownership COST Market Value U.S. Gov. Sec. Market Value Marketable Sec. TOTALS $0.00$0.00 D …

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    • [PDF File]PERSONAL FINANCIAL STATEMENT

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      financial statement. The bank is authorized to retain this personal financial statement whether or not credit is approved and is further authorized to verify your credit and employment history or any other information in this statement. This application does not obligate the bank to make any loan even if you

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    • [PDF File]Personal Financial Statement of Assets & Liabilities

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      Personal Financial Statement of Assets & Liabilities First Name Surname First Name Surname Street Address Suburb Postcode Liabilities Assets Mortgages to: Real Estate Address $ $ $ $ $ $ $ $ Bank overdraft (Personal business) $ Bank/cash Investments Limit $ $ $ Secured by: $ $ Loan/lease on Vehicles Vehicles $ $ $ $ Personal Loans from: Furniture & effects $ $ $ Value of Business Equity ...

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    • [PDF File]Financial Statement Samples And Templates

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      Financial Statement Samples And Templates By Shaunta Pleasant Your Businesses Financial Statements are the means by which you will be able to communicate your information to the perspective investors. The Three Financial Statements That You Should Use Are: Income Statement Balance Sheet Statement Cash Flow Statement

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    • [PDF File]Personal Financial Statement media.com

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      Personal Financial Statement Business Real Estate Financing A complete and signed Personal Financial Statement (PFS) is required from each individual guarantor. Co-guarantors with joint assets and liabilities can be included on one joint PFS. However, if any assets or liabilities are not joint, a separate PFS is required from each individual even if the co-guarantor is a spouse/domestic ...

      personal financial statement pdf

    • [PDF File]PERSONAL FINANCIAL STATEMENT

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      PERSONAL FINANCIAL STATEMENT PAGE 3 of 5 SCHEDULE A www.CFSB.com ALL SECURITIES (INCLUDING NON-MONEY MARKET MUTUAL FUNDS) # Shares or Face Value Description Owner(s) Where Held Cost Current Market Value

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    • [PDF File]Personal Financial Statement Generic

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      outstanding, the undersigned shall supply annually an updated personal financial statement. This personal financial statement and any other financial or other information that the undersigned gives Bank shall become the property of the Bank. The undersigned authorize any person or consumer reporting agency to give Bank a copy of the undersigned ...

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    • [PDF File]STATEMENT OF PERSONAL AFFAIRS

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      STATEMENT OF PERSONAL AFFAIRS PERSONAL INFORMATION Last name First name and Middle name Date of birth (dd/mm/yyyy) Alias (if known by another name now or previously) Immigration status Canadian citizen Permanent resident Other Marital Status: Married Single …

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    • [PDF File]Personal Net Worth Statement - Complete Financial

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      Personal Net Worth Statement A personal net worth statement is a snapshot of an individual’s financial health, at one particular point in time. It is a summary of what is owned (assets), less what is owed to others (liabilities). The formula used is: assets - liabilities = net worth.

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    • [PDF File]U.S. Bank Private Banking Personal Financial Statement

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      the bank with an updated personal financial statement. The bank is authorized to retain this personal financial statement whether or not credit is approved and is further authorized to verify your credit and employment history or any other information in this statement. This application does not obligate the bank to make any loan even if you ...

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