Get Individual Financial Statement

The Individual Financial Statement is a crucial document for individuals seeking credit. This guide provides clear, step-by-step instructions on how to accurately complete the form online, ensuring you include all necessary information for your financial condition.

Follow the steps to successfully complete the Individual Financial Statement.

1. Press ‘Get Form’ button to access the Individual Financial Statement and open it for editing.
2. Begin by entering the date of the financial statement and your personal information, including your name and address, ensuring it is accurate and up-to-date.
3. Indicate your marital status by checking the appropriate box: married, unmarried, or legally separated. If married, provide your spouse's name and address.
4. In the assets section, list all your assets, including cash, real estate, automobiles, and personal property. Be sure to include amounts in the corresponding fields for clarity.
5. Next, detail your sources of income for the year ended, including salaries, commissions, dividends, and any other relevant categories. Use the specific fields provided for each source.
6. Complete the liabilities section by listing all outstanding debts and obligations, such as loans, credit cards, and mortgages. Ensure that you differentiate between secured and unsecured debt.
7. Once all sections are completed, review the information for accuracy. Ensure each field is filled out appropriately, including enter ‘no’ or ‘none’ where necessary.
8. Finalize your form by signing and dating the document. If applicable, have your joint applicant (if any) also sign the statement.
9. Upon completion, you can choose to save your changes, download the form, print it for your records, or share it directly with the lender.

Complete your Individual Financial Statement online today for a smooth credit application process.