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personal financial statement template

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Other Loans Policy as Collateral BENEFICIARY C SECURITIES OWNED Face Value-Bonds No. of Shares Stock Indicate those Not Registered in Your Market Value U.S. Gov. Sec. COST D NOTES AND ACCOUNTS RECEIVABLE MAKER/DEBTOR X When Due Description Location Indicate by a X if Others have an Ownership Interest Present Value of Real Date Acquired Original Cost Estate Amount of Ins. Carried F MORTGAGES AND CONTRACTS OWNED Contract Mortgage Maker Name Security if any Amount Pledged to Secured Loans Money...
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How to fill out personal financial statement template

Start by gathering all necessary financial documents such as bank statements, investment statements, tax returns, and any other relevant financial records.
Open the personal financial statement template and fill in your personal information such as your name, address, and contact details.
Proceed to the section where you are required to input your assets. List all your assets including cash, bank accounts, real estate, vehicles, investments, and any other valuable possessions you own.
In the liabilities section, list all your debts and obligations such as mortgage loans, credit card balances, student loans, and any other outstanding loans or payments.
Calculate the difference between your total assets and total liabilities to determine your net worth. Include this figure in the designated section of the template.
Next, provide details about your income sources. Include information about your salary, bonuses, rental income, investment income, or any other sources of money coming in.
In the expenses section, list all your monthly expenses including rent/mortgage payments, utilities, transportation costs, groceries, insurance premiums, and any other regular expenses.
Deduct your total expenses from your total income to determine your monthly surplus or deficit. Input this figure in the appropriate section of the template.
Review all the information you entered in the template to ensure accuracy and completeness. Make any necessary edits or adjustments.
Finally, sign and date the personal financial statement to certify that the information provided is true and accurate.

Who needs a personal financial statement template?

Individuals who are applying for a loan at a bank or financial institution may need to fill out a personal financial statement template. This is because lenders often require this document to assess the borrower's financial situation and ability to repay the loan.
Business owners who are seeking funding or investors may also need to provide a personal financial statement as part of their funding application. This is done to show the financial health and stability of both the individual and the business.
Individuals who want to gain a comprehensive understanding of their financial position may use a personal financial statement template for personal financial planning purposes. It can serve as a valuable tool to track assets, liabilities, income, and expenses, helping individuals make informed financial decisions.
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People Also Ask about personal financial statement template

Comments and Help with personal balance sheet template

Who needs a fillable personal financial statement form?

Personal financial statement forms are most often used when applying for credit, such as a loan or a mortgage. The form allows credit offers to easily gain an understanding of the applicant’s financial situation in order to make an informed and viable credit decision.  

What is a fillable personal financial statement form?

A personal financial statement form will outline an individual's financial situation in any given point in time.  

Is the fillable personal financial statement accompanied by other forms?

The personal financial statement is not accompanied by other forms of its kind, however, you may need to submit other required forms if applying for credit.

When is the fillable personal financial statement due?

There is no precise term of validity for the personal financial statement. It is due whenever you are applying for credit.

How do I fill out the fillable personal financial statement form?

The statement asks for information such as:

  • Personal information and data;

A balance sheet, or “statement of financial position”-

  • Assets and Liabilities as listed;

  • Annual income;

  • Annual expenses;

  • Contingent Liabilities- questions should be answered accordingly;

  • General Information;


This is essentially an appendix in which you provide details about each of the assets and liabilities listed above. This is also the place to describe any miscellaneous liabilities or personal income.

  • Bank accounts and notes due;

  • Life insurance and policies owned;

  • Securities owned;

  • Real estate owned, mortgages owned, personal property owned;

  • Notes;

  • Signature of applicant and lender;

For more information visit your state website or bank.

Video instructions and help with filling out and completing personal financial statement template
Instructions and Help about sample personal financial statement form
The question I'm not going to answer the question that I'm going to answer today is how to complete the personal financial statement correctly this is a common question because the personal financial statement is often completed incorrectly causing delays and even loan declines, so I'm going to answer this in two videos first video is going to show you how to complete the personal financial statement correctly which will save you time and headache the second video is going to show you how the bank will interpret your personal financial statement which will help you identify the strengths and weaknesses of your personal financial statement, and you'll be able to make some adjustments hopefully prior to submission of your personal financial statement personal financial statements also called the PFS just the acronym for it okay so couple quick things you only have one time to give your first impression so let's do it right, so the personal financial statement is a personal document to reflect you and your spouse's financial situation not your businesses not any third parties your uncle's financial information any money they're going to give you etcetera it is to reflect you and your spouse the form that we're going to go over today is called the SBA form 4:13 this is issued by the SBA, and it is required if you are completing an SBA loan and if you're not doing an SBA loan it's a good form to know most banks use it anyway and if you have one of their personal financial statements you can typically just sign their form and then use this one instead okay so let's get started up in the top right here you are going to see expiration date the first thing you want to make sure is that the form is current this one expires September 2014 below that you're going to see an as of date this is where you are going to put the date as all this information is based on I suggest let's pretend today is July 15th, so I would have you print off all of your documents your bank statements your credit card statements your mortgage statements your car loans every financial doubt your stock certain stock information all of those documents as of 6:30, so you want to do go back to the previous month and print off all your documents ending with the last day of the month, so I would put 6:30 up here if it was 7:15 today okay down towards the first third of the second third of the page you're going to see name this is for you and your spouse's name the rule is this if you file a tax return joint then both of those names are to be listed on the personal financial statement just because your spouse is listed does not mean that he or she is a guarantor on the loan, but it does represent that you two own assets together okay residents address is below that I recommend putting wherever you live currently that's usually your personal or primary residence however it could be an apartment, or you could be wherever you're living currently below that is business name and applicant name...


  • What is personal financial statement template?
    A personal financial statement template is a form or document used to record an individual’s financial information such as income, expenses, assets, and liabilities. It is typically used by lenders and other financial institutions to assess an individual’s ability to repay a loan or make other financial commitments. A personal financial statement template can include information such as income, expenses, debt, assets, net worth, and more.
  • Who is required to file personal financial statement template?
    Personal financial statement templates are typically required to be filed by individuals looking to secure a loan or other financing. This statement is used to provide a snapshot of the individual's financial situation, including their assets, liabilities, and net worth.
  • How to fill out personal financial statement template?
    1. Gather all of your financial documents. This includes your income, expenses, assets, and liabilities. 2. Open the personal financial statement template. 3. Start by filling in your personal information such as name, address, contact information, date of birth, etc. 4. Enter your income information. This includes your salary, wages, bonuses, dividends, pension, Social Security, and other income sources. 5. Enter your expenses such as rent/mortgage, utilities, insurance, car loan payments, and other expenses. 6. Enter your assets such as home equity, stocks, bonds, mutual funds, and other investments. 7. Enter your liabilities such as credit card debt, student loans, car loans, and other debts. 8. Review the completed personal financial statement template for accuracy and make any necessary adjustments. 9. Save the personal financial statement template for future reference.
  • What is the purpose of personal financial statement template?
    A personal financial statement template is used to track an individual's finances. It typically includes a summary of income, expenses, assets, and liabilities. It also provides a snapshot of the individual's overall financial health. The template can be used to set financial goals, create a budget, and plan for retirement.
  • What information must be reported on personal financial statement template?
    1. Personal information: Name, address, date of birth, phone number. 2. Financial Assets: Cash, investments, real estate, and other assets. 3. Liabilities: Credit cards, loans, mortgages, and other liabilities. 4. Net Worth: Total of all assets minus total of all liabilities. 5. Income: Employment income, rental income, business income, investment income, and other sources of income. 6. Expenses: Housing, transportation, food, entertainment, medical, taxes, and other expenses. 7. Other Information: Any other information relevant to the individual's financial situation.
  • When is the deadline to file personal financial statement template in 2023?
    The deadline to file a personal financial statement template in 2023 will depend on the jurisdiction in which you live. It is best to check with your local financial regulatory authority to determine the exact deadline.
  • What is the penalty for the late filing of personal financial statement template?
    The penalty for the late filing of a personal financial statement template is typically a fine or fee imposed by the financial institution or government agency that requires the statement. Depending on the seriousness of the infraction, the fine or fee could range from a few dollars to hundreds of dollars. Additionally, the individual may be subject to additional penalties, such as being barred from certain financial activities or being required to pay any outstanding balances.
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What is personal financial statement template?
A personal financial statement is a form or spreadsheet detailing a person's financial state at a certain point in time. ... It details income; the financial worth of stocks, bonds, annuities, mutual funds, and life insurance; and values certain assets.
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