Get Pfs Template

Completing the Personal Financial Statement (Pfs) Template is an essential task for both personal and business financial assessments. This guide will walk you through the process of filling out the form online, ensuring that you provide accurate and complete information.

Follow the steps to successfully complete the Pfs Template.

1. Click 'Get Form' button to access the Pfs Template and open it in your online editor.
2. Begin by entering your name, residence phone number, and address, along with the city, state, and zip code where you reside. This identifies you as the applicant.
3. In the section labeled 'Business Name of Applicant/Borrower,' provide the name of your business if applicable, or leave it blank if not.
4. Next, list your assets under the 'Assets' section. Specify amounts for cash on hand, savings accounts, and IRAs. Include information for accounts receivable, life insurance, stocks and bonds, real estate, automobiles, and other personal property. If needed, refer to the relevant sections for additional descriptions.
5. Complete the 'Source of Income' section by detailing any salary, investment income, real estate income, or other income streams, denoting amounts without cents.
6. Move on to the 'Liabilities' section. List any notes payable, accounts due, mortgages, unpaid taxes, and other debts. Each listing should include descriptions where indicated.
7. Calculate your total liabilities and net worth, ensuring all amounts are neatly recorded as instructed.
8. If there are contingent liabilities, provide details on any endorsers or co-makers, legal claims, tax provisions, or special debts.
9. After completing the form sections, review any supplementary sheets included for items such as accounts payable, stocks, or real estate owned.
10. For the signature section, ensure both applicants (if applicable) sign the document, providing their social security numbers and birth dates as required.
11. Finally, once all sections are filled out, you can save changes, download, print, or share the completed Pfs Template as needed.

Start filling out your Pfs Template online today for a clear financial overview.