Form PFS (Personal Financial Statement) Instruction Guide 2026

See details

4.2 out of 5

27 votes

The document is a Form C58P, Personal Financial Statement, used to assess an individual's ability to pay debts. It requires detailed personal and financial information, including employment status, bank accounts, living expenses, real estate, credit cards, motor vehicles, and other obligations. The form emphasizes confidentiality but notes that failure to complete it may result in denial of requests. It also includes sections for income reporting and authorization for the Minnesota Department of Revenue to verify the provided information.

Here's how it works

01. Edit your form c58p online

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 c58p mn via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Form PFS (Personal Financial Statement) Instruction Guide with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
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.
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.
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.
Continue with Living Expenses by detailing monthly costs such as rent/mortgage, utilities, and groceries. Sum these expenses to get a total.
Complete the Income section by providing gross monthly pay for all contributing adults in your household. Attach recent pay stubs if necessary.
Finally, review the Authorization section for accuracy before signing and dating the form.

Start using our platform today to easily complete your Form PFS online for free!

See more Form PFS (Personal Financial Statement) Instruction Guide versions

We've got more versions of the Form PFS (Personal Financial Statement) Instruction Guide form. Select the right Form PFS (Personal Financial Statement) Instruction Guide version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.2 Satisfied (27 Votes)
2022	4.8 Satisfied (54 Votes)
2019	4.5 Satisfied (292 Votes)
2015	4.3 Satisfied (56 Votes)
2011	4 Satisfied (40 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to properly fill out a personal financial statement?

How do you fill out SBA Form 413? Gather required documents. Select the SBA loan type or program. Enter business and personal information. Add your assets and their value. Add your liabilities and their value. List income and any contingent liabilities. Add any additional details. Review the form, sign and date.

What is pfs in financials?

When it comes to long-term financial planning, preparing a Personal Financial Statement (PFS) is one of the best ways to assess your current situation and keep yourself on track to meet goals. The PFS is a relatively simple document that lists what you own (assets) and what you owe (liabilities).

What is the meaning of PFS statement?

A personal financial statement, also known as a personal financial summary, is a snapshot in time a clear picture of where you stand financially at any given moment.

What is included in a PFS?

A typical PFS is divided into two main sectionsassets and liabilities. Current Assets include cash, checking and savings accounts, certificates of deposit, short-term investments and accounts receivable. Investment Assets include stocks, bonds, mutual funds and retirement accounts (IRAs, 401(k)s).

What is a PFS statement?

A personal financial statement, or PFS, is a document or set of documents that outlines a person or familys financial position. The balance sheet portion of a PFS exhibits your assets and liabilities, or net worth. Some people also include an income statement or other documents to create a more detailed PFS.

c58p

Form pfs personal financial statement instruction guide pdf Form pfs instruction guide PFS form Personal Financial Disclosure Statement Form PFS LOCAL PFS Report Ethics Commission financial disclosure Texas Ethics Commission file Report

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.

Learn more

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

What is a PFS personal financial statement?

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.

Form PFS (Personal Financial Statement) Instruction Guide 2026

Here's how it works

How to use or fill out Form PFS (Personal Financial Statement) Instruction Guide with our platform

See more Form PFS (Personal Financial Statement) Instruction Guide versions

Complete this form in 5 minutes or less

Got questions?

How to properly fill out a personal financial statement?

What is pfs in financials?

What is the meaning of PFS statement?

What is included in a PFS?

What is a PFS statement?

Security and compliance

Complete this form in 5 minutes or less

People also ask

What is a PFS personal financial statement?

minnesota financial statement

Try more PDF tools