How to use or fill out net worth statement with our platform
- Click ‘Get Form’ to open the net worth statement in the editor.
- 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.
- 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.
- 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.
- 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.
- Next, detail your liabilities including mortgages, lines of credit, credit card debts, and personal loans. Indicate current outstanding balances clearly.
- 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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