SAL
Personal Statement of Assets and Liabilities of
as of
Instructions:
You may only put numbers on the spaces highlighted with yellow.
ASSETS
Personal Properties
House and lot
Car
Jewelry
Furniture
Others
SAVINGS AND INVESMENT
Cash on hand
Cash in bank
Receivables
Bank investments
Government securities
Mutual Fund
Educational plan
Memorial plan
Term life insurance plan
Others
RETIREMENT SAVINGS
Pension fund investment
Others
TOTAL ASSETS
LIABILITIES
Personal Debt
Credit card bill
Bank loans
Housing loan
Car loan
Appliance loan
Other loans
INVESMENT DEBT
Pension fund premiums payable
TOTAL LIABILITIES
PERSONAL NET WORTH (Assets - Liabilities)