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Click ‘Get Form’ to open the PERSONAL FINANCIAL STATEMENT in the editor.
Begin by filling out your personal information, including your name, age, address, and social security number. If applicable, include your spouse's details as well.
In the ASSETS section, list all relevant assets such as cash on hand, bank balances, real estate, and any other valuable items. Be sure to omit cents when entering amounts.
Next, move to the LIABILITIES section. Document any debts you have, including notes payable and mortgages. Again, omit cents for clarity.
Proceed to the ANNUAL INCOME and EXPENDITURES sections. Record your income sources like salary and rental income while also detailing your expenditures such as mortgage payments and living expenses.
Review all entries for accuracy. Use additional sheets if necessary for more detailed information.
Finally, sign and date the document at the bottom to certify that all information is true and correct.

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