Lenders, and most equity investors, want to know not only about your business's financial position, but also about the personal financial profile of the business's owners.

The Personal Financial Statement Worksheet is used by a Midwest regional bank. It outlines all the information that conventional lenders will want to know about your personal finances, from a description of your assets and liabilities to identification of your sources of income. You can get a good idea of what lenders are looking for, how your financial profile will appear to them, and the importance of carefully completing such a form before submitting it to a lender.

The file contains a three-page document in rich text format (RTF) that is suitable for use with most word processing programs used in the Windows environment. 


Special Features:

  • concise organization of itemized relevant personal financial factors
  • practical outline for preparing a specific lender's personal financial statement form
  • detailed schedules for your outstanding credit sources and your specific assets, including securities, real estate and life insurance
  • standard consent provisions regarding the use of the personal information for additional credit inquiries
  • standard provisions imposing an ongoing duty on the applicant to update information
Toolkit is providing these tools free of charge. Some of these forms contain technical language and create significant legal obligations. Do not use any form without first having an attorney review the form and determine that it is suitable for the purpose for which you intend it.
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