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Community bank personal financial statement form

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The document is a Personal Financial Statement that requires individuals to disclose their assets, liabilities, income sources, and other financial information. It includes sections for detailing cash, savings, real estate, debts, and other personal property. The statement must be signed by both parties if assets are jointly owned and certifies the accuracy of the provided information to facilitate credit extension by a bank.

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Click ‘Get Form’ to open the Personal Financial Statement in our editor.
Begin by entering your date at the top of the form. Ensure that both parties sign if assets are jointly owned.
Fill in your personal information, including names, addresses, and contact numbers in the designated fields.
In the 'ASSETS' section, list all relevant financial details such as cash on hand, savings accounts, and real estate. Use 'NO' or 'NONE' where applicable.
Proceed to the 'LIABILITIES' section and detail any outstanding debts like accounts payable and loans. Be thorough to ensure accuracy.
Complete sections regarding income sources and contingent liabilities. Provide additional sheets if necessary for detailed descriptions.
Review all entries for completeness and accuracy before signing at the bottom of the form. Ensure you date your signature.

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