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Personal Financial Statement


Click to download: Personal Financial Statement


Instructions for Completing the Personal Financial Statement:

If you prefer to use the computer to fill out the form:

  1. Download the worksheet and fill in all the green-highlighted areas. Using the tab key will automatically move the cursor to those cells which require your input. Cells which aren't highlighted will automatically populate as necessary using the information you input into the schedules on the second page of the form.
  2. Print out the worksheet.
  3. Sign and date the second page of the statement. (An e mail copy will not suffice; your signature is required.)
  4. Mail it to your loan officer. 


If you prefer to fill out the form by hand:

  1. Download the worksheet and print it out.
  2. Fill out every area of the worksheet. (Ignore highlights)
  3. Sign and date the second page of the statement. 
  4. Mail it to your loan officer.