Get Statement For Individuals

Completing the Statement for Individuals is an essential step in documenting personal financial information. This guide will walk you through each section of the form, ensuring you understand how to provide accurate and complete details.

Follow the steps to fill out your form accurately and efficiently.

1. Press the ‘Get Form’ button to access the form and open it in the online editor.
2. Begin by entering your full name (first, middle, last) in the designated field.
3. Input your Social Security number in the appropriate section, ensuring it is accurate for identification purposes.
4. Fill in your home address, including the number and street, city, state, and zip code.
5. Provide your home phone number so you can be contacted if necessary.
6. Enter your date of birth to confirm your identity.
7. If applicable, include your business name, occupation, and business address with corresponding contact number.
8. Specify the number of dependents you have in the provided section.
9. Complete the financial statement of condition section by indicating the date and following any notes about filling in pages 2, 3, and 4 first.
10. List your assets, ensuring amounts are rounded to omit cents. Categories include cash in banks, notes receivable, real estate, marketable securities, and other personal assets.
11. Detail your liabilities, including notes payable to banks, mortgages, and any other accounts payable.
12. Calculate and record your total assets, total liabilities, and net worth by following the designated calculations within the form.
13. Complete all schedules (A through H) as necessary to provide a detailed overview of receivables, securities, and contingent liabilities.
14. Finally, make sure to sign and date the form where indicated, confirming that all information is accurate.
15. After completing the form, you can save your changes, download, print, or share it according to your needs.

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