Printable PDF Personal Financial Statement Template

Posted on

A personal financial statement is an important document that summarizes your financial status. It can be used for a variety of purposes, such as applying for a loan, renting an apartment, or getting a job. If you need to create a personal financial statement, you can find a free printable PDF template online. This template will help you organize your information and make sure that your statement is accurate and complete.

printable pdf personal financial statement template

There are many different types of personal financial statement templates available. Some templates are designed for specific purposes, such as applying for a mortgage or a small business loan. Other templates are more general and can be used for any purpose. When choosing a template, it is important to select one that is appropriate for your needs.

What to Include in a Personal Financial Statement

A personal financial statement typically includes the following information:

  • Your name and contact information
  • Your Social Security number
  • Your date of birth
  • Your current address
  • Your previous addresses (for the past five years)
  • Your employment history (for the past five years)
  • Your income from all sources
  • Your assets
  • Your liabilities
  • Your net worth

How to Use a Printable PDF Personal Financial Statement Template

Once you have downloaded a printable PDF personal financial statement template, you can open it in a PDF reader program, such as Adobe Reader. You can then fill out the template by entering your information in the appropriate fields. Once you have completed the template, you can save it to your computer or print it out.

If you are applying for a loan, you will typically be required to submit a personal financial statement to the lender. You can either mail the statement to the lender or upload it online. If you are renting an apartment, you may be required to submit a personal financial statement to the landlord. You can either give the statement to the landlord in person or mail it to them.

Conclusion

A personal financial statement is an important document that can be used for a variety of purposes. If you need to create a personal financial statement, you can find a free printable PDF template online. This template will help you organize your information and make sure that your statement is accurate and complete.

Once you have completed your personal financial statement, you can use it to apply for loans, rent apartments, or get jobs. Having a well-organized and accurate personal financial statement can help you improve your financial health and achieve your financial goals.