Personal Net Worth Statement - Travelers Canada 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your legal name and residence address in the designated fields. This information is crucial for identification purposes.
3. Fill in your business address, home phone number, business phone number, email, and birthday. Ensure accuracy as this data may be used for verification.
4. In the 'Statement of Assets and Liabilities' section, input the date for which you are reporting your net worth.
5. List your current assets such as cash, stocks, bonds, and any other financial instruments. Use the provided schedules (A, B) to detail specific items.
6. Next, document your current liabilities including accounts payable and credit card balances. Refer to Schedule D for detailed entries.
7. Proceed to fill out fixed assets like real estate and personal property. Again, utilize Schedule C for comprehensive details.
8. Finally, calculate your total assets and liabilities to determine your personal net worth at the bottom of the form.

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