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Personal Financial Statement Form. This is a Arizona form and can be use in Workers Comp.
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Tags: Personal Financial Statement, Arizona Workers Comp,
LABOR DEPARTMENT
PERSONAL FINANCIAL STATEMENT
Name
Date
Home Address
(Number & Street
(City)
Assets
Cash_______________________________________________
_
(State)
(Zip)
Amount
Liabilities
Amount
Notes Payable:
Accounts Receivable-Good______________________________
Stocks & Bonds(Schedule
B)_____________________________
Other Notes Payable:
Notes ReceivableGood_________________________________
Cash Surrender Value Life Ins.___________________________
Autos:______________________________________________
_
(Yr./Make)
(Yr./Make)
Accounts
Payable________________________________________
Taxes
Payable___________________________________________
Real Estate (Schedule
A)________________________________
other assets (describe):
1._________________________________________________
__
Contracts
Payable________________________________________
To:__________________________________________________
To:__________________________________________________
2._________________________________________________
__
3._________________________________________________
__
Real Estate Indebtedness
(Schedule A Other Liabilities):
1.___________________________________________________
2.___________________________________________________
__
3.___________________________________________________
__
Other Liabilities:
TOTAL
LIABILITES_____________________________________
NET
WORTH___________________________________________
TOTAL ASSETS
TOTAL_______________________________________________
_
ANNUAL INCOME
ANNUAL EXPENDITURES
(Excluding ordinary living expense )
Salary______________________________________________
_
Real Estate
Payment(s)____________________________________
Salary (Wife or
Husband)________________________________
Rent_________________________________________________
__
Securities
Income______________________________________
Income
Taxes___________________________________________
Rentals_____________________________________________
_
Insurance
Premiums______________________________________
Other (describe)
Property
Taxes__________________________________________
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1._________________________________________________
__
Other (describe, include installment payments
other than Real Estate):
2._________________________________________________
__
3._________________________________________________
__
1.___________________________________________________
__
4._________________________________________________
__
2.___________________________________________________
__
TOTAL
INCOME_____________________
TOTAL EXPENDITURES_____________________
Total
Expenditures_____________________________________
NET CASH INCOME:
(exclusive of ordinary living
expenses)
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What assets in this statement are in joint tenancy?________________________________________________________________________________________
Name of other party
Are you a guarantor on anyone’ debt?
s
If so, give details:
Are any encumbered assets or debts secured except as indicated?
If so, please itemize by debt and security
________________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________________
Have you: (a) Ever been the subject of a voluntary or involuntary petition in bankruptcy?________________________________________________________
(b) Ever been adjudicated bankrupt?_________________________________________ Date_____________________________________________
(c) Ever been an officer or a partner in any establishment subject to a involuntary position in bankrupcty?___________________________________
(d) Ever been an officer or a partner in any establishement adjudicated bankrrupt?______________________________________________________
Have you ever been convicted of misappropriating funds? Yes ________ No___________
If yes, give details and
dates:_________________________________________________________________________________________________________
SCHEDULE A - REAL ESTATE:
Location and Type of
Real Estate
Title
in Name of
Estimated
Value
Amount
Owing
$
To Whom
Payable
$
SCHEDULE B - STOCKS AND BONDS:
Number of Shares
Amount of Bonds
Description
Current Market Value
on Listed
$
Estimate Value
on Unlisted
$
If additional space is needed for Schedule A and/or Schedule B, list on separate sheet and attach.
INSURANCE:
Life Insurance $
Beneficiary
Name of Company
Automobile Insurance:
Public Liability:
Yes
Comprehensive personal Liability:
Note:
No
Property Damage:
Yes
Yes
No
No
It is a felony to knowingly file a false or forged instrument with a Public Office in this State (A.R.S. 39-161).
AFFIDAVIT: Under penalties of perjury, I declare and affirm that the statement made in the foregoing financial
statement, including any accompanying attachment(s) are true, complete and correct.
Date
Signature
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NOTARIZATION:
Subscribe and sworn to before me this
day of
19
My commission expires on:
* seal *
Notary Public
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