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Notes on filling the Personal Financial Statement Ps 15 Form

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Check Lists of Personalizing the Personal Financial Statement Ps 15 Form

well this is a video of how to fill out.a personal financial statement care of.integrity capital so the personal.financial statement is really a snapshot.of a individuals assets and their.liabilities ultimately we're looking at.what is somebody's net worth which is.assets minus their liabilities so up top.here we'll always put in the date.lenders like to see that this is dated.within about 60 to 90 days of the.current period of time so make sure that.you fill this out from here what you.will do is put the name of the.individuals if you're married and you.keep your assets separate then each.person will put their name down and.perform their own personal financial.statement if you have everything is.joint then you will put both of your.names in this section of names from here.you'll put the obviously the business.phone number a cell phone and you'll put.the individual address of which you.reside the city state and zip code down.here where it says business name or.applicant borrower is you will put the.name of the entity that you're going to.actually take title for the project or.if you have your own company and this is.an owner-occupied transaction you will.fill out this section with the name of.your company could be a limited.liability company it could be a.corporation but please make sure you.fill that section out as we scroll down.here we're going to focus first on the.asset side so really at the end of the.day it's what do you own what is it that.you physically own an easier in your.possession that is what an asset is cash.in the banks this is going to be any.physical cache that you might have in.your bank account and your personal.checking account anything that is.designated for your personal account.remember we do not want to put business.information in here just your personal.cash could be in your actual house and.it could be in a bank account preferably.down here will focus on any savings.account so those two will be separate in.the sense if it is an actual savings.account the IRA or other retirement.accounts here you will want to focus on.any retirement accounts you have.anything that has to do with mutual.funds with your brokerage accounts you.will actually get a your statements and.make sure that you put that amount in.this particular section accounts and.notes receivable these are items where.you have perhaps lent money to somebody.could be a personal loan that you had.and it is due back to you you will put.this amount in this section right here.life insurance again this is only if it.is a cash surrender value for you.personally again not for the business.but just to you personally you will put.that amount that is the cash surrender.value only in this particular section.and you can scroll down to section eight.in order to identify what company is.that with that you have what is the face.amount of the policy you can get this.from your actual statement what is the.cash value and who is or who are the.beneficiaries of this policy.the next is stocks and bonds again if.you trade or have bought individual.stocks and/or bonds make sure that you.ascertain your most recent statement and.put that.amount in here again this would be.separate than the IRA which is more of a.retirement account the next section is.the real estate so what you will do here.is you will actually go down to section.4 of this statement and you will.identify all of the property information.over here such as the address the.percent interest that you own in the.property this is really important.because again we need to know if you own.a piece of real estate as an investment.do you own a hundred percent do you own.50 percent so you want to make sure in.this section that you identify that for.us to be able to assess the date you.purchased the actual asset will be.important the original cost and remember.if you own 50% you're only going to put.50% of the cost that you have here not a.hundred percent because we want to.follow that all the way through the.present value of that asset that you can.identify by talking to a real estate.agent or perhaps you had an appraisal.recently so you want to put again what.is the value only as it pertains to your.percentage interest the name and address.of the mortgage holder if you have a.loan on it you'll want to put their.information here so we can identify and.assess that you want to put the actual.mortgage account number right here from.your statement that you can attain you.will want to put the mortgage balance as.a percentage of the interest so again if.it's 50 percent and it's a hundred.thousand you only put fifty thousand.here and then you'll also want to put.the amount of the monthly payment that.you put in here you could also put the.taxes insurance in there if you would.like as well but again only a percentage.of the interest and finally the rental.income on that property if that's.applicable that you would put that in.this section as a percentage interest of.that as well and then the status of the.mortgage really just tells us.is it current or is there a delinquent.status so again really important that in.this section you're only putting.property information that you own in.your personal name not other entities.that are perhaps LLC's and such because.those will have their own balance sheet.almost their own personal financial.statement and you'll basically put the.net worth down in this particular.section of other assets we'll talk to so.make sure you fill all that out and then.you will actually just put in this.section the gross amount of all of those.values from this section again and it.says here if it's more than 4 properties.go ahead and use the schedule of real.estate owned which is right here which.will be in another video the next will.be any automobiles so if you have any.vehicles again that you own personally.motorcycles cars trucks books etc you.will put what you believe their current.market value is maybe that's from a Blue.Book value maybe it's from your.dealership but you'll put that amount.here other personal property this could.be things such as value of personal.effects jewelry art guns furniture etc.make sure you give all the details based.upon section 5 which is right here if.you want to lay those out as well and.then finally other assets really this is.the current value of other assets.including all business interest not.including real estate so if for example.you own 15 properties in a bunch of.different LLC's what you're going to put.is the net worth of those assets minus.liabilities in this particular section.in order to get a final and total number.that calculates all of these figures.right here in sums them up next you want.to go through liabilities so.in the liabilities section the Accounts.Payable so do you just similar to.accounts receivable where somebody owed.you money do you owe someone else money.and you'll want to put that amount here.by notes payable to banks this is credit.cards that you might flow to banks or.any lines of credit that you might own.and you will go down to section two in.order to lay those out the name in the.address of the actual note holder the.original credit limit or balance the.current balance the payment amount and.the frequency if that's monthly or.annual and then as it's secured by.anything is it there a piece of real.estate or is it tied to a car so you.make sure to put that there an.installment account for an automotive.vehicle so again over here you have the.actual autumn Oh present value here.you're going to say is there a loan.against your auto or RV or boat and.you'll put that amount there you will.put the actual monthly payments in this.box right here so we can identify the.cash flow installment again if this is.other installments that are due outside.of an automotive vehicle you'll put this.here and then you will also put the.monthly payments here as well again.loans on life insurance typically these.are cash value policies and so if you.have pulled a loan out against that we.want to know what is due back to the.life policy many times one can actually.borrow against their life insurance.policy so that's something you want to.put here finally mortgages on real.estate so again on Section four as we've.already discussed these mortgage amounts.down here are going to total up to get.to this particular section so make sure.that you follow through on that section.four do you have any unpaid taxes the.back taxes that are due you will go to.Section six of this statement to discuss.what type of tax is it who is it payable.to when is it due have you put together.any plans to pay that back you want to.attach and give us any information on.those liens other liabilities are there.other things that do not fall into any.of these classifications that one would.need to know about and then you will.discuss that and describe it in the.section seven of this form and finally.it will automatically calculate all of.the numbers here of the total amount and.then it'll calculate the net worth which.again is the assets minus the.liabilities total that number up as well.section one over here shows gives us you.know what do you make per year on your.w-2 from your 1040 statement do you have.any net investment income that you can.certainly find on your tax return or.maybe new properties is there any real.estate income that we need to know about.or any other income that you might have.so any income on a annual basis we want.to know in this section make sure it's.as accurate as possible and you would.utilize your tax returns for that over.here that these are called the.contingent liabilities what this means.is do you have any notes legal claims.judgments that you have that we need to.know about any provisions for federal.tax that we need to know about any other.special debt so again make sure if.you've signed any loans that are not.outstanding necessarily but are due this.could be for a development that maybe.you borrow ten million and you've only.drawn on a million of it we want to know.what is that total contingent liability.because the contingent.is that you actually complete the.project so make sure that you you're.very clear in this area and again we've.mentioned all the sections down here.that we've described at the very bottom.it's really critical that you sign this.both parties if there's two you date it.and then you give us your social.security numbers that's very very.important when you send that back to us.so again this is how to fill out a.personal financial statement when you're.borrowing money whether this is an.investor or owner-occupied and again.it's critical to fill all these forms.out because it's part of the.underwriting and analysis process thank.you very much this is integrity capital.signing out.

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Personal Financial Statement Ps 15 Form FAQs

Locate answers to listed questions about Personal Financial Statement Ps 15 Form. Get the most frequently topics and more.

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When is it mandatory to fill out a personal financial statement for one's bank? The form states no deadline about when it must be returned.

The only time I know that financial statements are asked for is when one applies for a business or personal loan, or applying for a mortgage. Each bank or credit union can have their own document requirements, however for each transaction. It really is at their discretion.

Can I use broker statements to fill out form 8949 instead of a 1099-B?

You can but it would be wise to wait. Your broker will be sending a copy of the 1099-B that they send to you to the IRS also. The IRS will be checking to make sure your reported numbers match up with your brokers. If you make a mistake and have to file an amended return this could end up costing you additional filing fees depending on how you are having your return prepared. We typically advise clients to wait. We’ll use broker statements if there is a legitimate issue getting the broker to send the 1099-B.

Do I need to fill out a financial statement form if I get a full tuition waiver and RA/TA?

If that is necessary, the university or the faculty will inform you of that. These things can vary from university to university. Your best option would be to check your university website, financial services office or the Bursar office in your university.

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