Personal financial statement format. 1 each proprietor or 2 each limited partner who owns 20 or more interest and each general partner or 3 each stockholder owning 20 or more of voting stock or 4 any person or entity providing a guaranty on the loan. Small business administration as of complete this form for. A balance sh become a financial modeling valuation analyst fmva.
It is usually composed of two sections. A personal financial statement template is a kind of form or sheet that expresses an entitys financial stability or creditworthiness. You can find practical colorful files in word excel powerpoint and pdf formats.
It has multiple tables to record stocks securities real estates liabilities details such as credit card notes payable and mortgage. I have not audited or reviewed the accompanying financial statement and accordingly do not express an. This is a personal financial statement format in excel.
For the purpose of procuring credit from time to time iwe furnish the foregoing as a true and accurate statement of myour financial condition. We would like to show you a description here but the site wont allow us. Well financial statements are not only for the companies an individual can also have hisher own financial statements that are referred to as personal financial statements.
It is an easy way to maintain a record of assets with details liabilities source of income and calculate net worth. Sample omaha nebraska i have compiled the accompanying statement of financial condition of mark s. Tidyform provides a large number of free and hand picked personal financial statement form which can be used for small medium and large sized enterprises.
The bank is authorized to retain this personal financial statement whether or not credit is approved and is further authorized to verify your credit and employment history or any other information in this statement. A personal financial statement is a document or set of documents that outline an individuals financial position at a given point in time. They are mainly used when a person is planning to apply for a loan.