Get Assets Statement Form

The Assets Statement Form is a crucial document used to summarize an individual's financial status, including assets and liabilities. Accurately completing this form online can help ensure transparency and compliance during legal proceedings. This guide will provide you with a clear, step-by-step approach to filling out the form.

Follow the steps to complete the Assets Statement Form online:

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin filling in the date of the tribunal hearing in the designated section.
3. Under 'Assets', input the amount of cash on hand as of the date of your appointment.
4. List all bank accounts, including the bank's name, address, and account numbers. Ensure to include copies of relevant bank statements.
5. For shares, detail the shares held and attach copies of the corresponding certificates or statements.
6. Provide the full address for each piece of real estate owned and attach copies of council rates indicating the property's value.
7. List any motor vehicles, including registration numbers and current market values, along with copies of registration papers.
8. Document details of any term deposits held, including account statements showing their balances.
9. Include information on other investments, ensuring you attach supporting documents.
10. In the liabilities section, detail any mortgages, loans, credit card debts, and other outstanding debt obligations, including necessary supporting statements.
11. Calculate the total assets and total liabilities, then determine the net estate by subtracting total liabilities from total assets.
12. Review all entered information for accuracy, and ensure all necessary documentation is attached.
13. Once completed, you can save the changes, download the form, print it, or share it as required.

Complete your Assets Statement Form online today!