Follow the steps to successfully complete your personal financial statement.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Section A, where you will input your applicant information. Fill in your name, business number, address, date of birth, and contact information, including home, fax, and cell numbers. Ensure that the information is accurate.
3. In this section, also include details for your co-applicant or spouse, if applicable. Fill in their information in the same format as yours, and answer the questions asking about marital status and any past financial issues frankly.
4. Move on to Section B, where you will complete the balance sheet. List your assets, including cash, savings accounts, retirement accounts, and real estate. Ensure to enter the corresponding amounts for both assets and liabilities accurately.
5. Detail sources of income and contingent liabilities in Section 1. Provide information regarding salary, investment income, real estate income, and any other income sources, while also noting your contingent liabilities.
6. In Section 2, document any notes payable to banks or others. Include details such as the noteholder's name and address, payment amounts, original and current balances, and how they are secured.
7. Fill Section 3 regarding stocks and bonds, listing the securities along with their number of shares, cost, and current market value.
8. In Section 4, list real estate owned. Provide details for each property, including type, address, purchase date, original and present market value, and mortgage details.
9. Continue with Section 5, describing other personal property and assets, including any liens against them.
10. Section 6 is where you will report any unpaid taxes, detailing amounts owed and to whom they are payable.
11. In Section 7, describe any other liabilities you may have.
12. Finally, complete Section 8 by providing life insurance details, including the face amount and cash surrender value.
13. Review all information for accuracy and completeness. At the end of the document, ensure signatures are provided where indicated. Options are available to save changes, download, print, or share the completed form.

Complete your financial statement online now to ensure you meet your financial requirements.