350x Filetype XLSX File size 0.04 MB Source: www.theenterprisecenter.com
Personal Net Worth Statement
Name:
Date:
Is this Statement is Joint (i.e., Spouse or Life Partner):
!! Tip: Read Over All Categories Before Starting
PERSONAL ASSETS (Do Not Subtract Debt Balances)
Description Amount
A. Short-Term Liquid Assets (Cash, equivalent, or maturity in less than six months)
Cash on Hand
Checking Account
Savings Account
Cash Surrender Value of Life Insurance
Not Benefit Amount
Money Market Account
Other:
Other:
Other:
Other:
Other:
A. Total Short-Term Liquid Assets $ -
Description Amount
B. Business Ownership Interests
Real Estate (Rental Property or Land); Not Primary Home
Do not adjust for debt amount for any asset
Sole Proprietorship
Partnership
Limited Liability Company
B or C Corporation
S Corporation
Other:
Other:
Other:
Other:
Other:
B. Total Business Ownership Interests $ -
Page 1 of 4
Description Amount
C. Invested Assets (Current Market Value; Do Not Include Pension Payments)
Stocks
Bonds
Mutual Funds
CDs
IRA
401k
403b
Other Retirement Accounts
Other:
Other:
Other:
Other:
Other:
C. Total Invested Assets $ -
Description Amount
D. Use Assets (Current Market Value)
Home Fair Market Value
Do not adjust for debt amount for any asset
Vacation Home or Time Share
Automobiles
Furnishings
Collectibles
Jewelry, Fur
Other Personal (Easily Removable) Property
Other:
Other:
Other:
Other:
Other:
D. Total Use Assets $ -
Description Amount
E. Other
Notes Receivable
Other:
Other:
Other:
Other:
Other:
E. Total Other $ -
TOTAL ASSETS (A + B + C + D + E) $ -
Page 2 of 4
PERSONAL LIABILITIES
Description Amount
Notes Payable to Others
Personal Loans
Installment Account (Automobiles)
Lease Obligations (Automobiles)
Installment Account (Other)
Lease Obligations (Other)
Loan on Life Insurance
Mortgages on Home Real Estate
Mortgages (Home Equity Loan) on Home Real Estate
Mortgages (Other) on Home Real Estate
Mortgages on Investment Real Estate
Past Due IRS
Past Due State Tax
Past Due Local Tax
Past Due Other Tax
Retirement Account Loans
Credit or Store Card 1 (Exclude Balances Payable by Your Company)
Credit or Store Card 2 (Exclude Balances Payable by Your Company)
Credit or Store Card 3 (Exclude Balances Payable by Your Company)
Credit or Store Card 4 (Exclude Balances Payable by Your Company)
Credit or Store Card 5 (Exclude Balances Payable by Your Company)
Credit or Store Card 6 (Exclude Balances Payable by Your Company)
Credit or Store Card 7 (Exclude Balances Payable by Your Company)
Credit or Store Card 8 (Exclude Balances Payable by Your Company)
Credit or Store Card 9 (Exclude Balances Payable by Your Company)
Credit or Store Card 10 (Exclude Balances Payable by Your Company)
Credit or Store Card 11 (Exclude Balances Payable by Your Company)
Student Loans
Miscellaneous Accounts Payable
Contracts
Legal Claims (Amounts are Known)
Judgments (Amounts are Known)
Collection Accounts 1
Collection Accounts 2
Collection Accounts 3
Collection Accounts 4
Other:
Other:
Other:
Other:
Other:
Page 3 of 4
Other:
Other:
Other:
Other:
Contingent Liabilities ("Contingents")
Contingent Liabilities May Not Occur and/or
Contingent Liability Amounts Are Tentative
As Co-Signer/Co-Maker
As Endorser
As Guarantor
Legal Claims (Amount is Tentative)
Judgments (Amount is Tentative)
Other Contingent:
Other Contingent:
Other Contingent:
Other Contingent:
Total Personal Liabilities $ -
TOTAL PERSONAL LIABILITIES WITHOUT CONTINGENTS $ -
NET WORTH CALCULATION
Total Assets $ -
Total Liabilities (As a Negative Number) Without Contingents 0.00
NET WORTH (SUM) WITHOUT CONTINGENTS $ -
Page 4 of 4
no reviews yet
Please Login to review.