Net worth statement 2026

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  1. Click ‘Get Form’ to open the net worth statement in the editor.
  2. Begin by entering your full name, date of birth, and home address in the designated fields. Ensure accuracy as this information is crucial for identification.
  3. Fill in your Social Insurance Number (SIN), driver’s license number, and employer details. If applicable, include your spouse's information in the corresponding sections.
  4. In the financial information section, gather current supporting documents such as bank statements and tax bills. Attach these documents to ensure they are included in your total assets.
  5. List your assets under the appropriate categories: personal residence, real estate, cash/GICs, investments, and business interests. Provide current values and attach necessary documentation for verification.
  6. Next, detail your liabilities including mortgages, lines of credit, credit card debts, and personal loans. Indicate current outstanding balances clearly.
  7. Finally, calculate total assets and total liabilities to determine your total personal net worth. Review all entries for accuracy before signing at the bottom of the form.

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