Statement of Net Worth Assets
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- 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
- Securities - Include the current value of all your stocks, bonds, notes, etc.
- Pensions, IRAs, and Social Security Benefits - Include the current value of the following:
- Pensions
- Annuities
- Individual Retirement Accounts
- Social Security benefits
- Railroad Retirement benefits
- Insurance Policies - Include the current value of all life insurance policies.
- Accounts Receivable - Include the total of any money due you, both personal and receivable.
- Inventory, Crops, Livestock - Include the market value of all your inventory, crops, livestock, other farm animals and poultry.
- Real Property - Include the market value of any real estate, both personal and business.
- Machinery and Equipment - Include the market value of all machinery and equipment.
- Vehicles - Include the current retail value of all vehicles. Include all cars, trucks, recreational vehicles, motorcycles, etc.
- 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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