Applicant’s names:
This Year
Last Year
Annual Income:
Self/Wife
$
$
Self/Husband
$
$
Other Annual Income:
Self/Wife
$
$
Self/Husband
$
$
Life Insurance:
Self/Wife
$
$
Self/Husband
$
$
ASSETS:
VALUE
Vehicles
$
Personal Property
$
Real Estate: Residence
$
Other
$
Stocks/Bonds
$
Savings Account(s)
$
Checking Account(s)
$
Other Investment(s)
$
TOTAL ASSETS: (Not including income & insurance)
LIABILITIES:
MONTHLY PAYMENT TOTAL
OWED
Credit Cards
$
$
Bank Loans
$
$
Home Mortgage
$
$
TOTAL LIABILITIES: $__________________
NET WORTH: $_________________________
I/We attest that the above information is an accurate summary of my/our assets, liabilities, and other information.
Signature
Signature
NOTES TO REMEMBER
1. Please type. Do not handwrite.
2. This is merely a guide to help you. Please adjust it for your
specific assets and liabilities.