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Use FORM PFS--INSTRUCTION GUIDE when completing this form. 2 go. 1 NAME TLE1 ..... E FILER CI SPOUSE E DEPENDENT CHILD. 3. GUARANTOR .

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Related content

SBA Form 413
PERSONAL FINANCIAL STATEMENT ... SBA uses the information required by this Form 413 as one...
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Form I-130 - USCIS
USCIS Online Account Number (if any) ... Alien Registration Number (A-Number) (if any)...
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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.

To write an income statement and report the profits your small business is generating, follow these accounting steps: Pick a Reporting Period. ... Generate a Trial Balance Report. ... Calculate Your Revenue. ... Determine Cost of Goods Sold. ... Calculate the Gross Margin. ... Include Operating Expenses. ... Calculate Your Income.

February 10, 2022. Lenders typically request that borrowers fill out personal financial statements (PFS) when applying for a loan. These personal financial statements can vary somewhat, although the SBA uses Form 413.

To create a personal financial statement, follow these simple steps: Create a spreadsheet that has a section for assets and one for liabilities. ... List your assets and their worth. ... List every liability as well as its worth. ... Determine the total of both assets and liabilities. ... Determine your net worth.

This form is used to assess repayment ability and creditworthiness of applicants for: 7(a) loans. 504 loans. Disaster loans. Surety bond guarantees.

Download the free Excel template now to advance your finance knowledge! A personal financial statement is a document or set of documents that outline an individual's financial position at a given point in time.

How To Fill Out the Personal Financial Statement Step 1: Choose The Appropriate Program. ... Step 2: Fill In Your Personal Information. ... Step 3: Write Down Your Assets. ... Step 4: Write Down Your Liabilities. ... Step 5: Fill Out the Notes Payable to Banks and Others Section. ... Step 6: Fill Out the Stocks and Bonds Section.

A personal financial statement is a snapshot of your personal financial position at a specific point in time. It lists your assets (what you own), your liabilities (what you owe), and your net worth. To get your net worth, subtract liabilities from assets.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232