[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-189570-105":53,"doc-detail-189570-en":126},{"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":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","personal-financial-statement-189570","Personal Financial Statement","","Personal financial statement questionnaire and schedules for an applicant and, where applicable, a spouse or registered domestic partner. It collects disclosures about trust-held assets, pledged assets or secured debts, and past events such as repossessions, foreclosures, short sales, bankruptcies, judgments, and debt settlements. It also requests details for marketable securities, notes receivable secured by mortgages or deeds of trust, revolving credit, and installment contracts and notes payable. The form includes verification, notice, security-interest, information-sharing, and perjury-declaration terms, plus signature and date fields.",{"@graph":63,"@context":118},[64,80,101],{"@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-189570/189570/",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-189570/189570.png","ImageObject",442,249,{"name":88,"@type":89},"Finn","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-20","2026-09-03",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What disclosures are required in the representations section?","Question",{"text":108,"@type":109},"The form asks whether any assets are held in trust, whether assets are pledged or debts are secured, and whether there were events such as repossession, foreclosure, short sale, bankruptcy, judgments, or debt settlements. It also covers claims or suits and whether there was an IRS audit in the last three years, including whether it was settled.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What information must be provided for marketable securities?",{"text":113,"@type":109},"Schedule 1 collects details on whether securities are restricted, ownership of at least 10% of outstanding shares, and explanations when applicable. It also requires how held, shares or bond amounts, descriptions, title in name, whether pledged, brokerage where held, and present market value.",{"name":115,"@type":106,"acceptedAnswer":116},"What legal terms and authorizations does the statement include?",{"text":117,"@type":109},"The statement requires immediate written notice of material changes, allows acceleration and immediate due and payable obligations under specified conditions, and grants the lender a security interest in certain property. It also authorizes verification with third parties (including credit bureaus) and information sharing, includes a waiver related to California Vehicle Code section 1808.21, and declares truthfulness under penalty of perjury.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},189570,1788397809,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":9},34359740700684,"https://ap-avatar.wpscdn.com/avatar/1f400023980c374ae676?_k=1777273430885731487","| Representations: These questions apply to both you & your Spouse or Registered Domestic Partner |  |  |  |  |  |  |  |  | Comments (If yes to any question, or use a separate sheet) |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| Are any assets held in Trust? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| Are any assets pledged or debts secured except as shown? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| Have you ever had a repossession, foreclosure, or short sale? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| Have you ever had a bankruptcy or had a judgment against you? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| Have you ever settled a debt for less than the balance due? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| Have you ever been a principal or guarantor of a firm that declared bankruptcy? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| Are you a party to any claim or suits? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| Has there been an IRS audit in the last 3 years? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| If yes, has the audit been settled? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| Is there any existing or threatened litigation, claim or circumstance which might reasonably be expected to affect your or your business’s condition in the future? |  |  |  |  |  |  Yes  No |  |  |  |  |  |  |  |  |  |\n| Schedule 1: Marketable Securities |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| Are any of your securities restricted? |  |  |  |  Yes  No | Do you own 10% or more of the outstanding shares in any company? |  |  |  |  |  |  |  |  Yes  No |  |  |\n| If yes to either question, please explain: |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| How Held1 | No. of Shares or\u003Cbr>Bond Amount | Description |  |  |  |  | Title in Name of |  |  |  | Pledged\u003Cbr>Yes or No | Brokerage\u003Cbr>Where Held |  |  | Present Market\u003Cbr>Value |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| 1. Please indicate: J-Jointly with Spouse or Registered Domestic Partner O-Jointly with Other than Spouse or Partner T-Trust A-Applicant’s Separate Property S-Spouse or Partner’s Separate Property Ot-Other |  |  |  |  |  |  |  |  |  |  |  | Total |  |  | $ 0 |\n| Schedule 2: Notes Receivable-Mortgage & Deed of Trust Owned |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| How Held2 | Name of Debtor |  | Collateral / Type of Property |  |  |  |  | Date of Note |  | Monthly P & I\u003Cbr>Payment |  | 1st or 2nd Lien |  | Note Balance |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| 2. Please indicate: J-Jointly with Spouse or Registered Domestic Partner O-Jointly with Other than Spouse or Partner T-Trust A-Applicant’s Separate Property S-Spouse or Partner’s Separate Property Ot-Other |  |  |  |  |  |  |  |  |  |  |  | Total |  | $ 0 |  |\n\n\n| Schedule 4: Revolving Credit |  |  |  |  | Schedule 5: Installment Contracts & Notes Payable |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| Creditor’s Name | Account\u003Cbr>Number | Present Balance | Monthly Payment |  | Creditor’s Name | Account\u003Cbr>Number | Present Balance | Monthly Payment |\n|  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |\n| Totals |  | $ 0 | $ 0 |  | Totals |  | $ 0 | $ 0 |\n| I will immediately notify Lender in writing if there is a material change in my financial condition. In the absence of such notice, this shall constitute both a new and continuing statement of my financial condition each time I become obligated to Lender or Lender relies, to ","cbCaivEKbs8m2vHi","https://ap.wps.com/l/cbCaivEKbs8m2vHi","pdf",428331,"English","# Representations\n## Asset and liability disclosures\n## Schedule 1: Marketable Securities\n## Schedule 2: Notes Receivable—Mortgage & Deed of Trust Owned\n## Schedule 4: Revolving Credit\n## Schedule 5: Installment Contracts & Notes Payable\n# Declarations and authorizations\n## Notice of material change\n## Acceleration and triggers\n## Security interest and verification\n## Information sharing and waiver\n## Perjury declaration\n## Signatures","[{\"question\":\"What disclosures are required in the representations section?\",\"answer\":\"The form asks whether any assets are held in trust, whether assets are pledged or debts are secured, and whether there were events such as repossession, foreclosure, short sale, bankruptcy, judgments, or debt settlements. It also covers claims or suits and whether there was an IRS audit in the last three years, including whether it was settled.\"},{\"question\":\"What information must be provided for marketable securities?\",\"answer\":\"Schedule 1 collects details on whether securities are restricted, ownership of at least 10% of outstanding shares, and explanations when applicable. It also requires how held, shares or bond amounts, descriptions, title in name, whether pledged, brokerage where held, and present market value.\"},{\"question\":\"What legal terms and authorizations does the statement include?\",\"answer\":\"The statement requires immediate written notice of material changes, allows acceleration and immediate due and payable obligations under specified conditions, and grants the lender a security interest in certain property. It also authorizes verification with third parties (including credit bureaus) and information sharing, includes a waiver related to California Vehicle Code section 1808.21, and declares truthfulness under penalty of perjury.\"}]","Personal Financial Statement | PDF"]