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How to use or fill out personal financial statement - First Trust & Savings Bank
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Click ‘Get Form’ to open it in the editor.
Begin with Section 1, where you will enter your individual information. Fill in your name, residence address, city, state, zip code, position or occupation, and contact details.
If applying for joint credit, proceed to Section 2 and provide the same details for the other party involved.
In Section 3, outline your financial condition. List your assets such as cash on hand, securities, real estate owned, and any other relevant items. Ensure you omit cents when entering dollar amounts.
Next, detail your liabilities including notes payable and unpaid taxes. Calculate total liabilities and net worth accurately.
Complete the sources of income section by detailing salary, dividends, real estate income, and any alimony or child support if applicable.
Finally, review all sections for accuracy before signing at the bottom of the form to confirm that all information is true and complete.
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