Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out Personal Financial Statement - Emprise Bank with our platform
Ease of Setup
DocHub User Ratings on G2
Ease of Use
DocHub User Ratings on G2
Click ‘Get Form’ to open the Personal Financial Statement in the editor.
Begin with Section 1, where you will enter your individual information. Fill in your name, address, social security number, date of birth, and contact details accurately.
If applicable, complete Section 2 for any other party's information. This includes their name, address, and financial details if you are relying on their income or assets.
Proceed to Section 3 to detail your financial condition. List all assets and liabilities clearly. Ensure that you omit cents when entering dollar amounts.
In Section 4, provide your annual income and expenditures for the year ended. Be thorough in detailing all sources of income and expenses.
Review all sections for accuracy before signing electronically at the end of the document.
Start filling out your Personal Financial Statement today for free using our platform!
Fill out Personal Financial Statement - Emprise Bank online It's free
List your assets: Identify and value all your assets using current market values for investments and real estate. List your liabilities: Include all your debts, noting the remaining balances and interest rates. Calculate your net worth: Subtract your total liabilities from your assets to determine your net worth.
What is a personal financial statement for a bank?
At its core, a personal financial statement simplifies your financial details into two categories: Assets are what you own, such as cash, investments, real estate, savings, and valuable personal property like vehicles or jewelry.
Who prepares a personal financial statement?
Ordinarily a CPA can compile personal financial statements based on the individuals representation of the estimated current values of assets and the estimated current amounts of liabilities.
Why do banks ask for personal financial statements?
Decision Making: Financial statements aid banks in making informed decisions about the loan terms, interest rates, and collateral requirements they can comfortably extend. Creditworthiness: Your financial history helps banks determine your creditworthiness.
Is a personal financial statement the same as a balance sheet?
Two primary types of financial statements are the personal cash flow statement and personal balance sheet. A personal cash flow statement tracks money earned and spent, showing whether you have a positive or negative cash flow. A personal balance sheet summarizes your assets and liabilities to calculate your net worth.
Related Searches
Personal financial statement emprise bank pdfPersonal financial statement emprise bank loginPersonal financial statement emprise bank phone numberPersonal financial statement emprise bank wichita ks
Security and compliance
At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.
What is SBA Form 413? SBA Form 413, also known as the personal financial statement, is intended to collect details about applicants personal finances. The Small Business Administration and approved lenders use this form to help determine a borrowers creditworthiness and ability to repay the loan.
Related links
Central Awards Emprise Bank Business of the Quarter
Sep 15, 2023 The Advancement Office of Central Christian College of Kansas recognizes Emprise Bank as recipient of our Business of the Quarter.
Cookie consent notice
This site uses cookies to enhance site navigation and personalize your experience.
By using this site you agree to our use of cookies as described in our Privacy Notice.
You can modify your selections by visiting our Cookie and Advertising Notice.