Поиск

Полнотекстовый поиск:
Где искать:
везде
только в названии
только в тексте
Выводить:
описание
слова в тексте
только заголовок

Рекомендуем ознакомиться

'Документ'
Преимущественное внимание к социально-экономическим и политическим институтам существенно искажает динамику общественных процессов, сводит постижение ...полностью>>
'Документ'
-Мордкович А.Г. Алгебра и начала математического анализа.10-11 классы. Часть 1. Учебник. Для учащихся общеобразовательных учреждений (базовый уровень)...полностью>>
'Документ'
Согласно результатам натурных экспериментов [1,2], нагрев ионосферы интенсивным радиочастотным излучением может сопровождаться формированием мелкомасш...полностью>>
'Документ'
  *Цена дана за человека при двухместном размещении В стоимость включено:- прямой авиаперелет Киев-Бангкок-Киев - внутренний авиаперелет Бангкок-Краби...полностью>>

Главная > Документ

Сохрани ссылку в одной из сетей:
Информация о документе
Дата добавления:
Размер:
Доступные форматы для скачивания:

PERSONAL FINANCIAL STATEMENT

DATE ____________________, 20______

Important: Please read these directions before completing this statement. This financial statement is useful in your financial planning. We encourage you to copy it for your permanent records. Please begin by completing SCHEDULES on pages 2,3 & 4.

  • If you are applying for individual credit in your own name and are relying on your own income or assets and not the income or assets of another person as the basis for repayment of the credit requested, complete all Sections except Section 2.

  • If you are applying for joint credit with another person, complete all Sections providing information in Section 2 about joint applicant.

  • If you are applying for individual credit, but are relying on income from alimony, child support, or separate maintenance or on the income or assets another person as a basis for repayment of the credit requested, complete all Sections, providing information in Section 2 about the person on who alimony, support or maintenance payments or income or assets you are relying.

  • If this statement relates to your guaranty of the indebtedness of other person(s) or corporation(s), complete all Sections.

SECTION 1 INDIVIDUAL

SECTION 2 OTHER PARTY

Name(First,Middle,Last) Date of Birth Education Yrs.

Name(First,Middle,Last) Date of Birth Education Yrs.

Present Address: Number of Years:

Street

Present Address: Number of Years:

Street

City/State/Zip

City/State/Zip

Former address if less than 2 years at present address

Street

Former address if less than 2 years at present address

Street

City/State/Zip

City/State/Zip

Years at former address ___Own ___Rent

Years at former address ___Own ___Rent

Marital ___Married ___Separated Dependents other than listed by

Status ___Unmarried other party

(incl. Single,Divorced,Widowed) No.______ Ages __________

Marital ___Married ___Separated Dependents other than listed by

Status ___Unmarried other party

(incl. Single,Divorced,Widowed) No.______ Ages __________

Name and Address of Employer Years employed in this line of

Work or Profession? _______yrs.

Years on this job ____________

Self Employed ______________

Name and Address of Employer Years employed in this line of

Work or Profession? _______yrs.

Years on this job ____________

Self Employed ______________

Position/Title Type of Business

Position/Title Type of Business

Social Security Number Home Phone Business Phone

( ) ( )

Social Security Number Home Phone Business Phone

( ) ( )

SECTION 3 ASSETS

LIABILITIES (OMIT CENTS)

Cash on Deposit Sch A

Notes Payable to Financial Institutions & Others Sch J

Notes and Loans Receivable Sch B

Loans Secured by Real Estate Sch F

Other Accounts Due Me Sch B

Life Insurance Policy Loans Sch E

Gov’t Securities,Stocks,Bonds,Mutual Fund Sch C

Credit Card & Other Open-end Debt Sch K

Other Stocks and Bonds Sch C

Other Accounts & Bills Payable Sch L

Partnership and Proprietorship Interests Sch D

Due to Brokers in Margin Accounts Sch L

Cash Surrender Value Life Insurance Sch E

Taxes (Federal,State,Local) Due and Unpaid

Real Estate Fair Market Value Sch F

Others

Partial Interest in Real Estate Equities Sch G

Vested Pension,Retirement Funds Sch H

IRA,Keough,SEP Plans Sch H

Other Personal Assets Sch I

Miscellaneous

TOTAL LIABILITIES

NET WORTH

TOTAL ASSETS

TOTAL LIABILITIES and NET WORTH

ALL CONTINGENT LIABILITIES (Please utilize a separate schedule if necessary)

NATURE OF LIABILITY

DESCRIPTION

AMOUNT

Liabilities as General/Managing Partner

Liabilities as Co Maker

Liabilities as Endorser or Guarantor

Liabilities on Leases and Contracts

Liabilities on Letters of Credit

Contested Tax Lien

Involvement in pending Legal Actions,

Claims, Judgements, Etc.

SUPPLEMENTARY SCHEDULES ( TRANFSER TOTALS TO FRONT, SECTION 3)

SCHEDULE A : CASH ON DEPOSIT (DO NOT INCLUDE ANY IRA’S,KEOUGHS,SEPS OR PENSION PLANS)

Name of Financial Institution

Acct in Name of:

Type of acct

Pledged or Unpledged

Current Balance

TOTAL:

SCHEDULE B: NOTES AND LOANS RECEIVABLE AND OTHER ACCOUNTS DUE ME (WHICH ARE COLLECTIBLE)

Original Amount

Due From

Balance Owing

Payment Schedule

Maturity

Collateral

TOTAL:

SCHUDLE C: GOVERNMENT SECURITIES,STOCKS,BONDS,MUTUAL FUNDS, AND OTHER STOCKS

Issuing Company

Registered in the Name of

No of Shares or Face Amt of Bonds

Market Value

Per Share Total

If Pledged,Amount and to Whom?

Where Traded

STOCK

Common (C)

Preferred (P)

TOTAL

SCHEDULE D: PARTNERSHIP AND OR PROPRIETORSHIP INTERESTS (Do not include real estate: see Sch G)

Name of Partnership or Proprietorship

Percent of Ownership

Original Cost/Date

Present Value

If Pledged, to Whom?

/

/

/

/

TOTAL:

SCHEDULE E: LIFE INSURANCE

Insurance Co.

Policy #

Policy Owner

Beneficiary

Type Policy

Face Amt

Cash Value

Loans against policy

SCHEDULE F: REAL ESTATE OWNED

Address & Description of Improvements

Year Acquired

Cost

Assessed /Appraised Value

Who Date Amount

Registered Title Owner

Est. Fair Market Value

1.

2.

3.

4.

Fair Market Value

TOTAL:

Mortgage Deed of Trust or Other Liens

Lien Holder

Original Amt.

Loan Bal.

Int. Rate

Amt Payable per month

Rental Income

1st

1.

2nd

1st

2.

2nd

1st

3.

2nd

1st

4.

2nd

Loans Secured by Real Estate Total :

SCHEDULE G: PARTIAL INTEREST IN REAL ESTATE EQUITIES

Address & Description of Improvements

Year Acquired

(A) Assessed or Appraised Value

(B)Mortgages Outstanding

(C) Equity

A-B=C

1.

2.

3.



Похожие документы:

  1. Academic Personal Financial Management Final Exam Study Guide

    Документ
    Academic Personal Financial Management Final Exam Study Guide ... experience Social Security benefits W2 statement labor unions seniority flextime gross ... insurance – which types protect against personal risk insurance premium need for ...
  2. Interagency biographical and financial report

    Документ
    ... the financial statement. If the sample financial statement is used ...       Other       BIOGRAPHICAL REPORT 1. Personal Information (a) Name                   ...                         Uses of Cash Personal living expenses (rent, household)             ...
  3. Chapter 3 The Balance Sheet and Financial Disclosures

    Документ
    ... provide additional detail concerning specific financial statement items. Included are such data ... for the account of third persons. Loans accompanied by pledge of ... Case 3-1 IBM manufactures and sells personal and main frame computers. The ...
  4. We begin by explaining the nature of business planning and placing financial forecasting within that broader context. Once we get into financial planning we fo

    Документ
    ... ? How? ANSWER: Planning assumptions imply financial statement numbers that are consistent with ... because of the advent of personal computers. Armed with a PC and ... = 263 Placing these amounts into financial statement form and iterating for debt ...
  5. Adjustments, Financial Statements, and the Quality of Earnings

    Документ
    ... the individual accounts, usually in financial statement order, with their debit or ... expense. P4–6. Account 2010 Balance Financial Statement Effect on Cash Flows 1. Rent ... loan could be secured. Your personal investments may also be considered ...

Другие похожие документы..