Get Pfs Handwritten Personal Financial Statement.xlsx - Traditional Bank

Completing the PFS Handwritten Personal Financial Statement is a crucial step for users seeking to present their financial status effectively. This guide provides clear instructions to help you navigate the form with ease and accuracy as you prepare your personal finances for consideration.

Follow the steps to fill out the PFS Handwritten Personal Financial Statement

1. Click ‘Get Form’ button to retrieve the form and open it in your selected editor.
2. Begin by filling in the 'Applicant' section, including your Social Security Number, name (first, middle initial, last), date of birth, primary phone number, email address, and home address details including the city, state, and zip code.
3. Indicate how long you have lived at your current address by entering the number of years.
4. Provide employment information in the 'Employer' field, including your years of employment there, business phone number, and business address.
5. If applicable, fill out the 'Joint Asset Holder' section by entering the necessary information of the individual you share assets with, including Social Security Number, name, date of birth, phone numbers, and address details.
6. In the 'Income Statement' section, list your annual income from various sources: Gross Salary, Bonus & Commissions, Dividends & Interest, Alimony, Child Support, Rental Income, and other income sources, along with their descriptions.
7. Proceed to the 'Personal Information' section, answering questions related to any business obligations, legal actions, or bankruptcy disclosures.
8. Complete the 'Balance Sheet' by detailing your assets and liabilities in the provided sections. Be sure to calculate your total assets and total liabilities to determine your net worth.
9. If necessary, complete additional schedules such as 'Schedule A' through 'Schedule H', providing detailed information about particular asset types.
10. Finally, review all the information for accuracy, sign the document, include the date, and save your changes. You can then download, print, or share the form as needed.

Take the next step in managing your documentation effectively by completing the PFS Handwritten Personal Financial Statement online.