Get Personal Net Worth Statement - Bofi Federal Bank

Filling out the Personal Net Worth Statement - BofI Federal Bank online is a crucial step for individuals seeking to assess their financial standing comprehensively. This guide will provide detailed instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete your Personal Net Worth Statement.

1. Click ‘Get Form’ button to access the Personal Net Worth Statement. This will allow you to obtain the necessary document online.
2. Begin by entering your personal details in the designated fields, including your name and financial condition as of the specific date requested.
3. Indicate whether the statement reflects your individual financial condition, joint financial condition, or trust financial condition. Be sure to specify if assets in a trust or retirement account are included.
4. In the 'Assets' section, list all your assets comprehensively. Include cash, savings, securities, real estate, vehicles, and any other relevant items along with their estimated values.
5. Next, move to the 'Liabilities' section. Document all your liabilities, including loans, mortgages, and any accounts payable. Ensure that you itemize these debts accurately.
6. Calculate your total current assets and total liabilities, entering the totals in the respective fields provided.
7. Determine your net worth by subtracting total liabilities from total assets, and record this figure.
8. Complete the detailed list of stocks and bonds if applicable, ensuring you include the quantity, price per share, and the estimated total value for accurate representation.
9. Address each question at the end of the form. Respond honestly to whether you have declared bankruptcy, had repossessions, or any other financial matters indicated.
10. Finally, review your completed form for accuracy. Once satisfied, you can save your changes, download, print, or share the completed Personal Net Worth Statement as needed.

Start completing your Personal Net Worth Statement online today to gain a clearer picture of your financial position.