Selbstauskunft Template: fill in your personal financial statement and print as PDF

Before granting a loan, a German bank must have its borrowers disclose their financial circumstances (Section 18 of the German Banking Act, KWG), usually via a personal financial statement called a Selbstauskunft. This template covers the details that practically all institutions ask for, and works as preparation for the meeting or as an attachment to your application.

Personal financial statement (Selbstauskunft) As of:

1. Personal details

Last name, first name (applicant)

Last name, first name (spouse/partner, if relevant)

Date and place of birth

Address

Address (if different)

Marital status and property regime

Dependent children (number, age)

Occupation / role in the company

Phone and email

2. Company shareholdings

Company	Legal form	Share (%)	Role

3. Monthly income

Item	EUR / month
Salary / managing director remuneration (net)
Drawings from the company
Rental and lease income
Investment income
Other income
Total income	0

4. Monthly expenses

Item	EUR / month
Housing (rent or home costs incl. utilities)
Living expenses
Insurance premiums (private)
Maintenance obligations
Instalments on private loans and leasing
Other expenses
Total expenses	0

5. Assets

Position	EUR
Bank and savings balances
Securities / portfolio (market value)
Life and pension insurance (surrender value)
Real estate (market value, details under 5a)
Company shareholdings (estimated value)
Vehicles and other assets
Total assets	0

5a. Real estate in detail

Property and address	Use	Market value (EUR)	Land charges (EUR)

6. Liabilities

Creditor / bank	Type	Outstanding (EUR)	Instalment (EUR/month)

Total liabilities		0

7. Guarantees and other obligations

In favour of	Type of obligation	Amount (EUR)

Any tax arrears? (no / yes, amount)

Current or past insolvency / enforcement proceedings? (no / yes, which)

Net assets (assets minus liabilities)0 EUR

8. Declaration

I/we confirm that the above information is complete and correct. I/we will inform the bank without delay of any material changes to my/our financial circumstances.

Place, date, signature of applicant

Place, date, signature of spouse/partner (if relevant)

Note: Many banks require the Selbstauskunft on their own form with their own consents (for example for the Schufa check). In that case you transfer the details prepared here; if your bank accepts informal statements, this template works directly as an attachment to your loan application. Created with Planvik (planvik.com).

To the document checklist

Your entries stay in your browser and are never transmitted or stored.