Personal Financial Statement in West Virginia — Free PDF & Word (2026 Updated)

Summary of assets, liabilities, and net worth

Sales Tax: 6%Notary: $5Witnesses: 2

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PERSONAL FINANCIAL STATEMENT
State of West Virginia

Date: [DATE]

NAME: [YOUR NAME]
Address: [ADDRESS], WV [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 West Virginia law (WV Statutes).

SIGNATURE: _____________________ DATE: _____

West Virginia Personal Financial Statement Requirements

Review the following requirements to ensure your Personal Financial Statement is legally valid in West Virginia.

Notarization required

2 witnesses must sign

Vehicle identification number (VIN) required

Odometer disclosure mandatory

Buyer and seller signatures required

Purchase price must be stated

Date of sale required

Blue or black ink only

Electronic signatures accepted

County clerk filing required

West Virginia Notarization

West Virginia requires 2 witnesses and notarization may be mandatory. Fees typically range from $5.

Before You Sign

Review all information carefully. In West Virginia, a 6% sales tax may apply.

Legal Protection

Keep copies of all signed documents. West Virginia law requires all parties to receive copies of executed documents.

West Virginia Filing Deadlines

Check West Virginia deadlines for filing or recording this document with the appropriate county clerk's office.

Personal Financial Statement Costs in West Virginia

Estimated fees and processing times

Fee Type	Cost	Notes
Notary Fee	$5-$15 (if required)	West Virginia standard rate: $5
Filing Fee	Varies by state	State registration (if applicable)
Processing Time	1-3 business days	Typical turnaround in West Virginia
Sales Tax	6%	West Virginia base rate (local taxes may apply)
Witness Requirement	2 witnesses	West Virginia requires multiple witnesses
Our Template	FREE	Download instantly, no cost

Fees shown are West Virginia-specific estimates. Contact your local office for exact pricing.

FAQ: Personal Financial Statement in West Virginia

Is a Personal Financial Statement required in West Virginia?

Yes, in West Virginia, a Personal Financial Statement is required for most transactions of this type. Under West Virginia State Code, the document must include all parties' information, be signed, and witnessed by 2 individuals. Failure to use a proper Personal Financial Statement may result in legal complications.

Does a Personal Financial Statement need to be notarized in West Virginia?

Notarization requirements in West Virginia (WV) vary by transaction type. Notary fees in the state typically range from $5. 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 West Virginia?

West Virginia has a base sales tax rate of 6%. Depending on the type of transaction documented in your Personal Financial Statement, additional local taxes may apply. Consult with a West Virginia tax professional for specific guidance on your situation.

JRJ

Reviewed & Fact-Checked

Jennifer Rodriguez, J.D.

Estate Planning Attorney

Licensed in 5 states, 12+ years experience

Focuses on wills, trusts, and power of attorney documents

This Personal Financial Statement template for West Virginia has been reviewed for accuracy and legal compliance.

Last reviewed: March 2026

Where to File Your Personal Financial Statement in West Virginia

Visit your local County Clerk office to file or notarize your Personal Financial Statement.

West Virginia County Clerk

West Virginia Capital

Main Government Building, West Virginia

District County Clerk

West Virginia Metro Area

County Courthouse, WV

West Virginia Personal Financial Statement Legal Guide

Under West Virginia jurisdiction, this form meets all statutory requirements and provides comprehensive legal protection for your transaction.

For West Virginia (WV) residents, this Personal Financial Statement is governed by West Virginia State Code. Important details: sales tax at 6%, notary costs of $5, and a requirement for 2 witnesses. The document has indefinite validity once properly executed.

Using this template ensures you're protected under West Virginia law while saving time and money on legal fees.

assetsliabilitiesnet worthincomeexpensesfinancial disclosure

Every year, thousands of West Virginia residents need a Personal Financial Statement for personal or business purposes. Understanding WV regulations ensures your document is enforceable and protects your interests.

Step-by-Step Process

1. Download the template — Our West Virginia-specific form includes all fields required by WV law.
2. Enter your information — Fill in names, addresses, dates, and transaction details accurately.
3. Review carefully — Double-check all entries against your source documents.
4. Sign and witness — Execute the document according to West Virginia's signature requirements.
5. Notarize if needed — Some West Virginia transactions require notarization.
6. File or distribute — Provide copies to all parties and file with the appropriate West Virginia office if required.

Pro Tips for West Virginia Residents

- Use blue or black ink when signing physical copies in West Virginia
- Keep digital backups of all signed documents
- Check for local county requirements that may apply in addition to WV state law
- Don't backdate — West Virginia courts view backdated documents unfavorably
- Consult an attorney for transactions exceeding $10,000 in value

How West Virginia Courts View This Document

West Virginia courts apply WV statutory standards when evaluating a Personal Financial Statement. Judges look for: clear language, proper identification of parties, lawful purpose, and correct execution formalities. Meeting these standards ensures your document will be upheld if ever challenged.

WV Compliance Checklist

Before finalizing your Personal Financial Statement, verify that it meets West Virginia's legal standards:
- Full legal names and addresses of all parties
- Clear description of the subject matter
- Consideration or purpose stated explicitly
- Dated and signed by all required parties
- Notarized if mandated by WV statute

Other Forms in West Virginia

Personal Financial Statement in Neighboring States

Document Information

Document: Personal Financial Statement
State: West Virginia (WV)
Category: Financial
Format: PDF / Word / Print
Cost: 100% Free
Sales Tax: 6%
Notary Fee: $5

West Virginia 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 West Virginia may change. Consult a licensed attorney for advice specific to your situation.