Commercial Loan Personal Financial Statement

Creating a basic personal financial statement in Excel is as easy as following three easy steps described below. First, prepare a list of all your assets and liabilities along with their values. Second, launch Microsoft Excel and create.

• Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand.

• For a traditional business loan from a bank or credit union, you should expect to be asked for the following financial statements and documents: Credit report Personal and business bank account statements Personal and business tax returns Income statement Balance sheet Cash flow statement Accounts receivable and payable aging Debt schedule

• PERSONAL FINANCIAL STATEMENT TO: Servion Commercial Loan Resources, Inc., 500 Main Street, Ste. 130, New Brighton, MN 55112 Phone: 651-631-3111 Fax: 651-746-6401 IMPORTANT: Read these directions before completing. This statement and any applicable supporting schedules may be used to apply for an extension of credit individually