Form PFS (Personal Financial Statement) Instruction Guide 2025

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The document is a Form C58P, Personal Financial Statement, used to collect confidential financial information from individuals to assess their ability to pay debts. It requires details about personal information, employment, bank accounts, virtual currency, living expenses, real estate, credit cards, motor vehicles, other obligations, and total income. The form also includes an authorization section for the Minnesota Department of Revenue to verify the provided information and outlines payment terms for debt repayment.

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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)

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How to do a personal financial statement?

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 business loan?

A personal financial statement form (PFS form) details an individuals personal financial situation at a specific moment in time. Personal finances are distinct from business finances, and this is often the main document that shows lenders what a commercial borrowers personal situation is like.

How to complete an SBA personal financial statement?

How to 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.

Can a CPA prepare personal financial statements?

CPAs are frequently asked to compile or review the personal financial statements of individuals or families applying for credit; perform income tax, retirement, gift, or estate planning; or provide public disclosure about their financial affairs (for example, individuals seeking public office).

What is the breakdown of the personal financial statement?

Whats included in a personal financial statement? 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.

c58p

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How to fill out an SBA personal financial statement?

If youre ready to fill out SBA Form 413, follow the steps below. 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.

What is form PFS?

Personal Financial Statement. SBA uses this form to assess the financial situation of applicants for multiple SBA programs and certifications.