Post by Deleted on Jan 18, 2018 0:45:51 GMT -5
Hi,
Typically when you fill out the networth statement you use the most current available information such as account balances in banks, stocks, investment and retirement accounts as of the most recent statement.
Same thing with debts including credit cards, mortgage, etc.
Income is based on the most recent tax return, sometimes you need to hand in pay stubs or at least a summary of your paycheck information for the most recent calendar year.
When you enter your monthly expenses you want to make sure you include everything and when you estimate, round up.
You're not locked into providing complete, exact and accurate information. You can always say you made a mistake, you didn't understand, you forgot about a particular account. As long as it doesn't appear to be intentional fraud, you won't get in trouble.
Thanks!
For more details:
Small Business Marketing Video
Typically when you fill out the networth statement you use the most current available information such as account balances in banks, stocks, investment and retirement accounts as of the most recent statement.
Same thing with debts including credit cards, mortgage, etc.
Income is based on the most recent tax return, sometimes you need to hand in pay stubs or at least a summary of your paycheck information for the most recent calendar year.
When you enter your monthly expenses you want to make sure you include everything and when you estimate, round up.
You're not locked into providing complete, exact and accurate information. You can always say you made a mistake, you didn't understand, you forgot about a particular account. As long as it doesn't appear to be intentional fraud, you won't get in trouble.
Thanks!
For more details:
Small Business Marketing Video