Personal net worth statement
The statement of assets and liabilities that lenders, landlords and others ask for. Fill it in, check the totals, print it or save it as a PDF.
Assets
Liabilities
Prepared by the individual named above. Values are estimates as at the date shown.
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What is a personal financial statement?
A personal financial statement, or net worth statement, lists what you own (assets) and what you owe (liabilities) on a given date, with net worth as the difference. Lenders, landlords and others sometimes ask for one, often on their own form.
What should I include?
Use realistic current values: account balances from your latest statements, a property at a supportable market value, vehicles at what they would sell for. Include every debt, including lines of credit and credit cards with a balance. An organisation that asks for the statement may have its own form or definitions; follow those.