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SCHEDULE E PERSONAL FINANCIAL STATEMENT (To be submitted by Sole Proprietors and Partners) Name: Financial Condition as of: d/b/a: The Personal Financial Statement cannot be dated earlier than 90.

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

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.

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.

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.

When it comes to long-term financial planning, preparing a Personal Financial Statement (PFS) is one of the best ways to assess your current situation and keep yourself on track to meet goals. The PFS is a relatively simple document that lists what you own (assets) and what you owe (liabilities).

A personal financial statement (PFS) is for organizing and measuring an individual's or family's financial status. The PFS has two chief sections: a cashflow assessment of income and outflows, as well as a balance sheet which displays one's overall assets, liabilities, and overall net worth.

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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