Official Oregon Personal Financial Statement Form | Step-by-Step Guide
Summary of assets, liabilities, and net worth
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PERSONAL FINANCIAL STATEMENT State of Oregon Date: [DATE] NAME: [YOUR NAME] Address: [ADDRESS], OR [ZIP] Phone: [PHONE] Email: [EMAIL] ASSETS: Cash and Bank Accounts: $[AMOUNT] Investments (Stocks/Bonds): $[AMOUNT] Retirement Accounts: $[AMOUNT] Real Estate (Market Value): $[AMOUNT] Vehicles: $[AMOUNT] Personal Property: $[AMOUNT] Other Assets: $[AMOUNT] TOTAL ASSETS: $[TOTAL] LIABILITIES: Mortgage Balance: $[AMOUNT] Auto Loans: $[AMOUNT] Credit Card Debt: $[AMOUNT] Student Loans: $[AMOUNT] Personal Loans: $[AMOUNT] Other Liabilities: $[AMOUNT] TOTAL LIABILITIES: $[TOTAL] NET WORTH: $[ASSETS MINUS LIABILITIES] MONTHLY INCOME: Salary/Wages: $[AMOUNT] Investment Income: $[AMOUNT] Rental Income: $[AMOUNT] Other Income: $[AMOUNT] TOTAL MONTHLY INCOME: $[TOTAL] MONTHLY EXPENSES: Housing: $[AMOUNT] Transportation: $[AMOUNT] Insurance: $[AMOUNT] Debt Payments: $[AMOUNT] Living Expenses: $[AMOUNT] TOTAL MONTHLY EXPENSES: $[TOTAL] I certify that this statement is true and complete to the best of my knowledge, in accordance with Oregon law (OR Statutes). SIGNATURE: _____________________ DATE: _____
FAQ: Personal Financial Statement in Oregon
Is a Personal Financial Statement required in Oregon?
Yes, in Oregon, a Personal Financial Statement is required for most transactions of this type. Under Oregon State Code, the document must include all parties' information, be signed, and witnessed by at least one individual. Failure to use a proper Personal Financial Statement may result in legal complications.
Does a Personal Financial Statement need to be notarized in Oregon?
Notarization requirements in Oregon (OR) vary by transaction type. Notary fees in the state typically range from $10. While not always mandatory, notarization adds an extra layer of legal protection and is recommended for high-value transactions.
What are the tax implications of a Personal Financial Statement in Oregon?
Oregon has a base sales tax rate of 0%. Depending on the type of transaction documented in your Personal Financial Statement, additional local taxes may apply. Consult with a Oregon tax professional for specific guidance on your situation.
Where to File Your Personal Financial Statement in Oregon
Visit your local County Clerk office to file or notarize your Personal Financial Statement.
Oregon County Clerk
Oregon Capital
Main Government Building, Oregon
District County Clerk
Oregon Metro Area
County Courthouse, OR
Personal Financial Statement Costs in Oregon
Estimated fees and processing times
| Fee Type | Cost | Notes |
|---|---|---|
| Notary Fee | $5-$15 (if required) | Oregon standard rate: $10 |
| Filing Fee | Varies by state | State registration (if applicable) |
| Processing Time | 1-3 business days | Typical turnaround in Oregon |
| Sales Tax | 0% | Oregon base rate (local taxes may apply) |
| Witness Requirement | 1 witness | Single witness sufficient |
| Our Template | FREE | Download instantly, no cost |
Sarah Mitchell, J.D.
Legal Document Specialist
Licensed Attorney, 15+ years experience
Specializes in contract law and legal document preparation
This Personal Financial Statement template for Oregon has been reviewed for accuracy and legal compliance.
Last reviewed: March 2026
Oregon Personal Financial Statement Legal Guide
Under Oregon jurisdiction, this form meets all statutory requirements and provides comprehensive legal protection for your transaction.
Pursuant to Oregon State Code in Oregon, this Personal Financial Statement must meet specific criteria. The applicable sales tax is 0%. Notarization, which costs $10 in OR, is strongly recommended. 1 witness is needed.
Using this template ensures you're protected under Oregon law while saving time and money on legal fees.
Pro Tips for Oregon Residents
- **Use blue or black ink** when signing physical copies in Oregon
- **Keep digital backups** of all signed documents
- **Check for local county requirements** that may apply in addition to OR state law
- **Don't backdate** — Oregon courts view backdated documents unfavorably
- **Consult an attorney** for transactions exceeding $10,000 in value
Enforceability in Oregon
A Personal Financial Statement that meets all OR requirements is fully enforceable in Oregon. Courts in Oregon have consistently upheld documents that demonstrate clear intent, proper execution, and compliance with state formalities. Keep your original signed copy in a secure location.
Your Oregon Filing Guide
After downloading, take your time filling in each section. OR statutes require that all information be accurate and current. Once signed by all parties, determine whether Oregon requires you to file the document with a government office, record it with the county, or simply retain it for your records.
Oregon Statutory Requirements
The OR legislature has established specific guidelines for personal financial statement documents. These include proper execution formalities, witness requirements, and in some cases, mandatory filing with the county clerk's office. Non-compliance can result in legal complications.
A Personal Financial Statement that meets all OR requirements is fully enforceable in Oregon. Courts in Oregon have consistently upheld documents that demonstrate clear intent, proper execution, and compliance with state formalities. Keep your original signed copy in a secure location.
Your Oregon Filing Guide
After downloading, take your time filling in each section. OR statutes require that all information be accurate and current. Once signed by all parties, determine whether Oregon requires you to file the document with a government office, record it with the county, or simply retain it for your records.
Oregon Statutory Requirements
The OR legislature has established specific guidelines for personal financial statement documents. These include proper execution formalities, witness requirements, and in some cases, mandatory filing with the county clerk's office. Non-compliance can result in legal complications.
The OR legislature has established specific guidelines for personal financial statement documents. These include proper execution formalities, witness requirements, and in some cases, mandatory filing with the county clerk's office. Non-compliance can result in legal complications.
Oregon Personal Financial Statement Requirements
Review the following requirements to ensure your Personal Financial Statement is legally valid in Oregon.
Oregon Notarization
While notarization may not be required in Oregon, it is recommended. Fees range from $10.
Before You Sign
Review all information carefully. Oregon does not impose a state sales tax, but local fees may apply.
Legal Protection
Keep copies of all signed documents. Oregon law requires all parties to receive copies of executed documents.
Oregon Filing Deadlines
Check Oregon deadlines for filing or recording this document with the appropriate county clerk's office.
Other Forms in Oregon
Personal Financial Statement in Neighboring States
Document Information
- Document
- Personal Financial Statement
- State
- Oregon (OR)
- Category
- Financial
- Format
- PDF / Word / Print
- Cost
- 100% Free
- Sales Tax
- 0%
- Notary Fee
- $10
Oregon Legal Requirements
Governing Statute:
State Law
- ✓Consult with a licensed attorney for specific requirements
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. Laws in Oregon may change. Consult a licensed attorney for advice specific to your situation.