[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-348461-105":53,"doc-detail-348461-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","personal-financial-statement-as-of-date-submitted-to","Personal Financial Statement - As of Date Submitted to","","Personal Financial Statement form designed for completing a comprehensive snapshot of an individual’s finances at a specific date. It captures applicant and co-applicant identification, employment and contact details, annual income sources, annual expenditures, and balances across assets and liabilities. The statement also includes contingent liabilities, and provides schedule sections for securities with fields for shares, descriptions, ownership, holding location, cost, current market value, and pledged status, along with guidance notes for lender review.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/personal-financial-statement-as-of-date-submitted-to/348461/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/personal-financial-statement-as-of-date-submitted-to/348461.png","ImageObject",442,249,{"name":88,"@type":89},"Kyle","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-24","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",7,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What information does the Personal Financial Statement collect about the applicant?","Question",{"text":109,"@type":110},"It collects applicant and co-applicant names, employment details, addresses, phone numbers, and personal identifiers such as Social Security number and date of birth.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How are annual income and expenditures reported?",{"text":114,"@type":110},"Annual income and annual expenditures are listed in separate tables with amount fields, covering multiple categories such as salaries, bonuses, taxes, mortgage or rental-related payments, insurance, and other living expenses.",{"name":116,"@type":107,"acceptedAnswer":117},"What financial statements and schedules are included beyond income and expenses?",{"text":118,"@type":110},"The form includes a Balance Sheet with Assets and Liabilities, a Contingent Liabilities section (Yes/No/Amount), and a Schedule A section for securities with cost and current market value details.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},348461,1790884984,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},3985741905716,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","# PERSONAL FINANCIAL STATEMENT AS OF\n\nDate  \nSUBMITTED TO:_  \n\n| PERSONAL INFORMATION   |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| APPLICANT (NAME)   |  |  |  |  | CO-APPLICANT(NAME)   |  |  |  |  |\n| Empioyer   |  |  |  |  | Employer   |  |  |  |  |\n| Address of Employer   |  |  |  |  | Address of Employer   |  |  |  |  |\n| Business Phone No.   | No.of Years with  \u003Cbr>Empioyer   | Title/Position   |  |  | Business Phone No.   | No.of Years with  \u003Cbr>Employer   | Title/Position   |  |  |\n| Name of previous employer &position (if with current employer iess than 3 yrs.)   |  |  |  | No.of Yrs.   | Name of previous employer &position (if with current employer less than 3 yrs.)   |  |  |  | No.of Yrs.   |\n| Home Address   |  |  |  |  | Home Address   |  |  |  |  |\n| Home Phone No.   | Social Security No.   |  | Date of Birth   |  | Home Phone No.   | Social Security No.   |  | Date of Birth   |  |\n| Name,Phone No.of your Accountant   |  |  |  |  | Name,Phone No.of your Accountant   |  |  |  |  |\n| Name,Phone No.of your Attorney   |  |  |  |  | Name,Phone No.of your Attorney   |  |  |  |  |\n| Name,Phone No.of yourInvestment Advisor/Broker   |  |  |  |  | Name,Phone No.of your investment Advisor/Broker   |  |  |  |  |\n| Name,Phone No.of yourinsurance Advisor   |  |  |  |  | Name.Phone No.of your insurance Advisor   |  |  |  |  |\n\n\"These forms are intended for use in commercial lending transactions.Where any other use ls contemplaed,i is sug9ested that a careul revew  \nbe made o ensr complance with applicable laws and regulations  \nCash Income &Expenditures Statement For Year Ended.         (0mit cents)  \n\n| ANNUAL EXPENDITURES   | AMOUNT($)   |\n| --- | --- |\n| Federal Income and Other Taxes   | $   |\n| State income and Other Taxes   |  |\n| Rental Payments,Co-op,or  \u003Cbr>Condo Maintenance   |  |\n| Residential  \u003Cbr>Mortgage Payments  \u003Cbr>Investment   |  |\n|  |  |\n| Residential  \u003Cbr>Property Taxes  \u003Cbr>Investment   |  |\n|  |  |\n| Interest &Principal  \u003Cbr>Payments on Loans   |  |\n| Insurance   |  |\n| Investments (including tax shelters)   |  |\n| Alimony/Child Support   |  |\n| Tuition   |  |\n| Other Living Expense   |  |\n| Medical Expenses   |  |\n| Other Expense(List)   |  |\n| TOTAL EXPENDITURES▶   | $   |\n\n\n| ANNUAL INCOME   | AMOUNT($)   |\n| --- | --- |\n| Salary(applicant)   | $   |\n| Salary(co-applicant)   |  |\n| Bonuses &Commissions(applicant)   |  |\n| Bonuses &Commissions(co-applicant)   |  |\n| Rental Income   |  |\n| Interest Income   |  |\n| Dividend Income   |  |\n| Capital Gains   |  |\n| Partnership income   |  |\n| Other Investment Income   |  |\n| Other Income (List)**   |  |\n|  |  |\n|  |  |\n| TOTAL INCOME   | $   |\n\nrml一|9 1989 Robert Morris Associates-Form C-101 Rev.12/89LORDER FROM BankersSystems, Inc., St. Cloud,MN 56302  \nAny significant changes expected in the next 12 months?      □Yes □No (If yes,attach information.)**Income from alimony,child support,or separate maintenance income need not be revealed if theapplicant or co-applicant does not wish to have it considered as a basis for repaying this obligation.  \nBalance Sheet as of_  \n\n| ASSETS   | AMOUNT($)   | LIABILITIES   | AMOUNT($)   |\n| --- | --- | --- | --- |\n| Cash in this Bank  \u003Cbr>(including money market accounts,CDs)   | $   | Notes Payable to this Bank   | X X X   |\n|  |  | Secured   | $   |\n| Cash in Other Financial Institutions (List)  \u003Cbr>(including money market accounts,CDs)   |  | Unsecured   |  |\n|  |  | Notes Payable to Others (Schedule E)   | X X X   |\n|  |  | Secured   |  |\n|  |  | Unsecured   |  |\n|  |  | Accounts Payable (including credit cards)   |  |\n|  |  | Margin Accounts   |  |\n| Readily Marketable Securities (Schedule A)   |  | Notes Due:Partnership(Schedule D)   |  |\n| Non-Readily Marketable Securities (Schedule A)   |  | Taxes Payable   |  |\n| Accounts and Notes Receivable   |  | Mortgage Debt (Schedule C)   |  |\n| Net Cash Surrender Value of Life Insurance (Schedule B)   |  | Life Insurance Loan","cbCaikBXJR1HN7RW","https://ap.wps.com/l/cbCaikBXJR1HN7RW","pdf",209610,"English","# Personal Information\n# Cash Income & Expenditures Statement\n# Balance Sheet\n# Contingent Liabilities\n## Schedule A - Securities","[{\"question\":\"What information does the Personal Financial Statement collect about the applicant?\",\"answer\":\"It collects applicant and co-applicant names, employment details, addresses, phone numbers, and personal identifiers such as Social Security number and date of birth.\"},{\"question\":\"How are annual income and expenditures reported?\",\"answer\":\"Annual income and annual expenditures are listed in separate tables with amount fields, covering multiple categories such as salaries, bonuses, taxes, mortgage or rental-related payments, insurance, and other living expenses.\"},{\"question\":\"What financial statements and schedules are included beyond income and expenses?\",\"answer\":\"The form includes a Balance Sheet with Assets and Liabilities, a Contingent Liabilities section (Yes/No/Amount), and a Schedule A section for securities with cost and current market value details.\"}]","Personal Financial Statement - As of Date Submitted to | PDF",1790073622]