Financial Questionnaires


Financial questionnaires are popular and important tools used to find out the details of expenditure in a company or organization.  Financial questionnaires are also used to find out how individuals spend their money and enable them to determine whether they need to cut back on some things, make changes or modify their lifestyle in order to be financially sound.  A financial questionnaire is an important when it comes to making a financial plan.  Most financial institutions require that individuals fill out accurately and correctly details of their financial status in order to advise them appropriately.

Sample Financial Questionnaires

Client’s details:

First name: ________________________________________

Middle name: ________________________________________

Last name: __________________________________________

Date of birth: _________________________________________

Address: _____________________________________________

Cell phone: ____________________________________________

Home phone: __________________________________________

Email address: __________________________________________

Gender: _______________________________________________

Marital status: __________________________________________

Occupation: ____________________________________________

Position: _______________________________________________

Company name: __________________________________________

Address: ________________________________________________

Duration: ________________________________________________

Dependant’s details including spouse:

First name: ________________________________________________

Middle name: _______________________________________________

Last name: _________________________________________________

Date of birth: _______________________________________________

Gender: ____________________________________________________

Relationship with client: _______________________________________

Occupation: _________________________________________________

First name: __________________________________________________

Middle name: ________________________________________________

Last name: __________________________________________________

Date of birth: ________________________________________________

Gender: ____________________________________________________

Relationship with client: ________________________________________

Occupation: __________________________________________________

Details of client’s assets:

Type of asset: _________________________________________________

Cost of asset: __________________________________________________

Current value of assets: __________________________________________

Details of client’s expenses:

Type of expense: _________________________________________________

Cost of expense: __________________________________________________

Type of expense: __________________________________________________

Cost of expense: __________________________________________________

Please indicate any other information useful in determining your financial status

_____________________________________________

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