Personal Financial Statement (PFS)

In order to better serve our clients, we are now offering a new Personal Financial Statement.

The PFS is an EXCEL Spreadsheet designed so that you can complete the form and save it on your own system if desired. This will allow you easy access and ability to update the form periodically to resubmit to Community First Bank without having to re-create the data each time from scratch.

The Spreadsheet has built-in formulas which will total many of the schedules to Page#1 of the PFS, so we suggest you first complete the various schedules and the tabs (which allow more room to provide detail) before completing section 3 on the main tab (first page of the PFS) since the totaling formulas can be overwritten.

We ask that you submit the form to Community First Bank in hard copy, since it is not designed to be saved directly on our Website (for security purposes).

If you have any questions, please contact your account representative or Community First Bank’s Commercial Loan Department at 765-236-0600. Thank-you.

Additional Forms