Blank Personal Financial Statement.xls
PERSONAL FINANCIAL STATEMENTStatement Date: Personal Information Name: SSN:Address: Birthdate:City, State Zip: Dependents:Home Telephone: Business Telephone:Section IASSETSLIABILITIESCash on Hand & in BanksCash Value of Life Insurance 3 U.S. Gov. SecuritiesOther Marketable SecuritiesNotes & Accounts Receivable - GoodOther Assets Readily Convertible to Cash - Itemize7Notes Due to BanksNotes Due to Relatives & Friends 23 Notes Due to OthersAccounts & Bills PayableUnpaid Income Taxes Due - Federal State 26 Other Unpaid Taxes & Interest27 Loans on Life Insurance Policies 28 Contract Accounts PayableCash Rent OwedOther Liabilities Due within 1 Year - Itemiz 313233TOTAL CURRENT LIABILITIES$0.00 34 Real Estate Mortgage Payable35 Liens & Assessments Payable 36 Other Debts - Itemize37TOTAL LIABILITIES$0.00Net Worth (Total Assets - Total Liabilities)$0.00TOTAL LIABILITIES & NET WORTH$0.008910TOTAL CURRENT ASSETS$0.00$0.0011 Real Estate Owned12 Mortgages & Contracts Owned13 Notes & Accounts Receivable - Doubtful14 Notes Due from Relatives & Friends15 Other Securities - Not Readily Marketable16 Personal Property17 Other Assets - Itemize181920TOTAL ASSETSANNUAL INCOMEESTIMATE OF ANNUAL EXPENSESSalary, Bonuses & CommissionsIncome TaxesDividends & InterestOther TaxesRental & Lease Income (Net)Insurance PremiumsOther Income - ItemizeMortgage PaymentsOther Persons Salary, Bonuses & CommissionsRent PayableOther Income of Other Person - ItemizeOther ExpensesTotal$0.00Total$0.00GENERAL INFORMATIONCONTINGENT LIABILITIESAre any Assets Pledged?NoYesAs Endorser, Co-maker or Guarantor- Yes On Leases or ContractsLegal ClaimsFederal - State Income Taxes Other -Are you a Defendant in any Suits or Legal Actions?NoYes (Explain)Have you ever been declared Bankrupt in the last 10 years?NoYes (Explain)A CASH IN BANKS AND NOTES DUE TO BANKSSection IIName of BankType of AccountType of OwnershipOn DepositNotes Due BanksCOLLATERAL (If any)& Type of OwnershipCash on HandTOTALS$0.00$0.00SECTION II (Continued) B LIFE INSURANCE (List only those Policies that you own) CompanyFace of PolicyCash Surrender ValuePolicy Loan from Insurance Co.Other Loans Policy as CollateralBENEFICIARY$0.00$0.00TOTALSSECURITIES OWNEDFace Value-BondsNo. of Shares StockIndicate those NotRegistered in YourType of OwnershipCOSTMarket Value U.. Sec.Market ValueMarketable Sec.MARKET VALUE Not Readily MarketableSECURITIESAmount Pledged to Secured Loans$0.00$0.00$0.00TOTALSNOTES AND ACCOUNTS RECEIVABLE (Money Payable or Owed to You Individually-Indicate by a X if Others have an Ownership Interest) MAKER/DEBTORXWhen DueOriginal AmountBalance Due GoodAccountsBalance DueDoubtful AccountsBal. Due Notes Rel. &FriendsSecurity (if any)$0.00$0.00$0.00TOTALSMORTGAGE OR CONTRACT PAYABLETITLE IN NAMEOFDescription &LocationXDate AcquiredOriginal CostPresent Value of RealEstateAmount of Ins.CarriedBal. DuePaymentMaturityTo Whom Payable$0.00TOTAL$0.00REAL ESTATE OWNED (Indicate by a X if Others have an Ownership Interest)TOTAL F MORTGAGES AND CONTRACTS OWNED (Indicate by a if Others have an Ownership Interest) ContractMortgageXMaker NameMaker AddressProperty CoveredStart DatePaymentMaturityBalance Due$0.00TOTALS G PERSONAL PROPERTY (Indicate by a X if Others have an Ownership Interest) DESCRIPTIONXDate When NewCost When NewValue TodayBalance DueTo Whom Payable$0.00TOTALH NOTES (Other than Bank, Mortgage and Insurance Company Loans)PAYABLE TOOther Obligors (ifany)When DueNotes Due To Rel. &FriendsNotes Due 'Others'(Not Banks)Accounts & BillsPayableContracts PayableCOLLATERAL (if any)$0.00$0.00$0.00$0.00TOTALSFor the purpose of procuring credit from time to time, I/We furnish the foregoing as a true and accurate statement of my/our financial condition. Authorization is hereby given to the Lender to verify in any manner it deems appropriate any and all items indicated on this statement. The undersigned also agrees to notify the Lender immediately in writing of any significant adverse change in such financial condition.Signature:Signature:Date: ................
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