Form PFS (Personal Financial Statement) Instruction Guide 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Personal Information section. Enter your full name, Social Security Number, and birth date. If applicable, include your spouse’s information as well.
3. Next, provide Current Employment Information for both you and your spouse. Circle whether you are Full-Time, Part-Time, or Unemployed and fill in employer details.
4. In the Bank Accounts section, list all relevant accounts including checking and savings. Specify the type of account, institution name, account number, and balance/value.
5. Continue with Living Expenses by detailing monthly costs such as rent/mortgage, utilities, and groceries. Sum these expenses to get a total.
6. Complete the Income section by providing gross monthly pay for all contributing adults in your household. Attach recent pay stubs if necessary.
7. Finally, review the Authorization section for accuracy before signing and dating the form.

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