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How To Fill Out Form W-4

Click here for a printer-friendly version of this Net Worth Worksheet.

NET WORTH WORKSHEET

CATEGORY CURRENT VALUE
ASSETS:&nbsp
Cash in Savings Accounts&nbsp
Cash in Checking Accounts&nbsp
Certificates of Deposit (CDs)&nbsp
Cash on Hand&nbsp
Money Market Accounts&nbsp
Money Owed to Me (Rent Deposits, etc.)&nbsp
Cash Value of Life Insurance&nbsp
Savings Bonds (current value)&nbsp
Stocks&nbsp
Bonds&nbsp
Mutual Funds&nbsp
Vested Value of Stock Options&nbsp
Other Investments&nbsp
Individual Retirement Accounts (IRAs)&nbsp
Keogh Accounts&nbsp
401(k) or 403(b) Accounts&nbsp
Other Retirement Plans&nbsp
Market Value of Your Home&nbsp
Market Value of Other Real Estate&nbsp
Blue Book Value of Cars/Trucks&nbsp
Boats, Planes, Other Vehicles&nbsp
Jewelry&nbsp
Collectibles&nbsp
Furnishings and Other Personal Property&nbsp
Other&nbsp
TOTAL ASSETS &nbsp
&nbsp&nbsp
LIABILITIES:&nbsp
Mortgages&nbsp
Car Loans&nbsp
Bank Loans&nbsp
Student Loans&nbsp
Home Equity Loans&nbsp
Other Loans&nbsp
Credit Card Balances&nbsp
Real Estate Taxes Owed&nbsp
Income Taxes Owed&nbsp
Other Taxes Owed&nbsp
Other Debts&nbsp
TOTAL LIABILITIES&nbsp
&nbsp&nbsp
NET WORTH (TOTAL ASSETS LESS TOTAL LIABILITIES)&nbsp

GO TO "The Net Worth Statement: A Financial Snapshot".

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