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Click ‘Get Form’ to open the Statement of Financial Condition for Individuals (REV-488) in the editor.
Begin by entering your name(s) and address(es) in the designated fields at the top of the form. Ensure that you include your county for accurate processing.
Provide your home phone number and select your marital status from the options available.
Fill in your Social Security Number and that of your spouse, if applicable, ensuring accuracy as this information is crucial for identification.
In Section I, input employment details including employer names, addresses, occupations, and paydays. Make sure to check the appropriate box indicating whether you are a wage earner or partner.
Proceed to Section II to provide personal information about dependents and next of kin. This includes their ages and relationships to you.
In Section III, detail your financial information such as bank accounts, assets, liabilities, and income sources. Be thorough in listing all relevant accounts and their balances.
Complete Sections IV and V by analyzing your assets versus liabilities and detailing income against necessary living expenses. This will help present a clear financial picture.
Finally, review all entries for accuracy before signing at the bottom of the form. Ensure that both you and your spouse (if applicable) sign where required.

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statement of condition form

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