Personal Financial Statement Form - FNB - Pacific Western Bank 2026

1. Click ‘Get Form’ to open the Personal Financial Statement Form in the editor.
2. Begin by filling out Section 1, which requires your personal information. Include your full name, date of birth, social security number, and home address. If applicable, indicate your marital status and provide details about your spouse or registered domestic partner.
3. Proceed to Section 2 if you are applying jointly. Fill in the required information for your spouse or registered domestic partner, ensuring all fields are completed accurately.
4. In Section 3, list your income and expenses. Clearly categorize each entry as annual or monthly and ensure all amounts are in dollars without cents.
5. Move to Section 4 to detail your assets and liabilities. Provide accurate market values for each asset and outstanding balances for liabilities.
6. Complete any additional schedules as necessary for securities owned, notes receivable, life insurance, mortgages owned, real estate owned, partnership interests, and notes payable.
7. Review all sections for accuracy before signing at the end of the form. Ensure that both applicants sign if applying jointly.

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