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 Statement of Net Worth Assets
  1. Total Cash - Include the balance of your cash accounts, both personal and business, such as:
    • Checking accounts
    • Savings accounts
    • Certificate of Deposits
    • Credit Union accounts

  2. Securities - Include the current value of all your stocks, bonds, notes, etc.
  3. Pensions, IRAs, and Social Security Benefits - Include the current value of the following:
    • Pensions
    • Annuities
    • Individual Retirement Accounts
    • Social Security benefits
    • Railroad Retirement benefits

  4. Insurance Policies - Include the current value of all life insurance policies.
  5. Accounts Receivable - Include the total of any money due you, both personal and receivable.
  6. Inventory, Crops, Livestock - Include the market value of all your inventory, crops, livestock, other farm animals and poultry.
  7. Real Property - Include the market value of any real estate, both personal and business.
  8. Machinery and Equipment - Include the market value of all machinery and equipment.
  9. Vehicles - Include the current retail value of all vehicles. Include all cars, trucks, recreational vehicles, motorcycles, etc.
  10. Other Personal Property - Include the following:
    • the current market value of all household appliances, such as washer, dryer, refrigerator, television, stereo, stove, etc.
    • the current market value of all furniture, such as beds, dressers, sofa, chairs, dining room set, antiques, etc.
    • the current market value of all kitchen items, such as silverware, coffee maker, china, pots and pans, etc.
    • the current market value of all other household items, such as paintings, pictures, musical instruments, firearms, jewelry, collectibles, etc.

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