How to use or fill out personal net worth statement with our platform
- Click ‘Get Form’ to open the personal net worth statement in the editor.
- Begin by entering your name, date, and residence address at the top of the form. Ensure that all contact information is accurate.
- In the 'Personal Financial Statement' section, indicate the date and exclude any ownership interest in your business or personal residence when calculating your net worth.
- Fill out the 'Assets' section by listing cash, savings accounts, retirement accounts, and other assets. Be sure to round amounts to the nearest dollar.
- Next, complete the 'Liabilities' section by detailing any debts such as accounts payable and loans. This will help you calculate your total liabilities.
- After filling in both sections, calculate your total assets and total liabilities. Subtract total liabilities from total assets to determine your net worth.
- Finally, review all entries for accuracy before signing the affidavit at the end of the document.
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