Net Worth Statement Form

A Net worth Statement form is used to know the financial situation of an individual or an organization by showing how much money will be left if everything that is owned by the respective owner is converted into cash and used to pay off all debt. It is a statement that highlights the assets and liabilities in a current year and decides the net worth after paying off the liabilities.

Sample Net worth Statement Form

Assets                                    Rs. _____________

Current Assets

Current Liquid Assets

Cash on Hand             Rs._____________

Checking Account                Rs._____________

Savings Account          Rs._____________

Certificates                         Rs._____________

Money Owed to You             Rs._____________

Tax Refund Due          Rs._____________

Cash Value-Life Ins.             Rs._____________

Stocks/Bonds                      Rs._____________

Mutual Fund Shares             Rs._____________

Others                               _________________________

Total Current Assets             Rs._____________

Fixed Assets

Auto-mobiles                      Rs._____________

Home                                Rs._____________

Personal Property                Rs._____________

Other                                ________________________

_____________________________

_____________________________

_____________________________        Rs._____________

Total Fixed Assets                Rs._____________

Deferred Assets

Retirement Plan          Rs._____________

I.R.A.                                Rs._____________

Other                                _________________________

______________________________      Rs._____________

Total Deferred Assets   Rs._____________

Total Assets Rs._____________

Liabilities                    Rs. _____________

Current Liabilities

Auto Loan                  Rs._____________

Instalment Debt          Rs._____________

Personal Loan             Rs._____________

Charge Accounts                 Rs._____________

Credit Cards                       Rs._____________

Mortgage Loan            Rs._____________

Insurance Due            Rs._____________

Taxes Due                  Rs._____________

Other                                _________________________

______________________________      Rs._____________

Total Current Liabilities         Rs._____________

Long-Term Liabilities

Auto Loan                  Rs._____________

Instalment Loan          Rs._____________

Personal Loan             Rs._____________

Mortgage Loan            Rs._____________

Other                                _________________________

______________________________      Rs._____________

Total Long-Term Liabilities    Rs._____________

Total Liabilities            Rs._____________

Net Worth                             Rs._____________

Current Ratio (current assets ÷ current liabilities)     Rs._____________

Debt Load (total liabilities ÷ total assets)                 Rs._____________

Category: Statement Forms