Get Personal Net Worth Statement - Charlotte-mecklenburg County - Charmeck

Filling out the Personal Net Worth Statement for Charlotte-Mecklenburg County is an essential step for eligible owners seeking Small Business Enterprise certification. This guide provides clear and supportive steps to help you complete the statement accurately and efficiently.

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

1. Click ‘Get Form’ button to access the Personal Net Worth Statement and open it in your preferred editor.
2. Begin by entering your personal information. Fill in your name as the Eligible Owner, along with your residential address, phone number, and email. Make sure to include your business name and contact details.
3. Next, move to the assets section. List all real estate properties you own, including your residential home and any other real estate, along with their estimated market values. Be sure to include details for each property in Schedule A.
4. Proceed to the personal property section. Enter the estimated values of your automobiles, jewelry, household items, and any other personal assets you may possess.
5. Then, detail your investments, providing current value estimates for your retirement accounts, stock holdings, and ownership stakes in your business and other businesses.
6. In the cash section, summarize all your cash on hand from checking and savings accounts.
7. Once you have entered all liabilities, complete the program exclusions section by listing identical values from your assets as required.
8. Finally, review your entries for accuracy and completeness. Once satisfied, you will have the option to save changes, download, print, or share the completed form.

Start filling out your Personal Net Worth Statement online today to ensure a seamless Small Business Enterprise certification process.