Personal Financial Statement
. Cash in a checking or savings account. The most recent balance is OK since these figures are always changing. An IRA, 401k, or other retirement accounts. Other brokerage accounts, showing the most recent balance. A copy of the latest statement on your home mortgage, with the balance outstanding.
For a mortgage, you may also need a recent. A copy of the latest statement on your car loan, boat loan, other other loans. Don't include furniture and household goods as personal property. These items have no value to a lender because they can't be sold to pay off the loan. You can include special items of personal property if they have significant value and you can verify the value with an appraisal. For example, including antiques or jewelry might be appropriate. Include credit card debt in liabilities.
Actually, include any debt that may show up on a credit report. Include any debt you have jointly with someone else (called a 'contingent liability.' For example, if you are a on a loan with someone, be sure to put that in the report. If you owe money from a judgment or other or judgment, include these; they are public records. The lender may check court records to see if you have any outstanding liabilities. If you have unpaid taxes from previous years, these amounts should be included. These taxes include federal and state income taxes and any, for which you are personally responsible.
Personal Financial Statement Definition
The lender may want to know your sources of income (see the SBA form below). It's a good idea to list this information, and be able to show the income through your checking account or business checking account.
Personal Financial Statement Template Word
Personal Financial StatementLenders, and most equity investors, want to know not only about your business's financial position, but also about the personal financial profile of the business's owners. The attached file is a personal financial statement form used by a Midwest regional bank. It outlines all the information that conventional lenders will want to know about your personal finances, from a description of your assets and liabilities to identification of your sources of income. From basic such as and to office equipment like and stylish, Office Depot and OfficeMax have the office products you need to get the job done.
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