Personal net worth statement 2026

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  1. Click ‘Get Form’ to open the personal net worth statement in the editor.
  2. Begin by entering your name, date, and residence address at the top of the form. Ensure that all contact information is accurate.
  3. 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.
  4. Fill out the 'Assets' section by listing cash, savings accounts, retirement accounts, and other assets. Be sure to round amounts to the nearest dollar.
  5. Next, complete the 'Liabilities' section by detailing any debts such as accounts payable and loans. This will help you calculate your total liabilities.
  6. After filling in both sections, calculate your total assets and total liabilities. Subtract total liabilities from total assets to determine your net worth.
  7. Finally, review all entries for accuracy before signing the affidavit at the end of the document.

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