Personal Financial Statement

Personal Financial Statement as of:
Applicant's Name
Co-Applicant's Name (if applicable)
Address
Are you a defendant in any suits or legal action?
Have You Ever Declared Bankruptcy?

Work Information

Financial Information

Please Enter All Information in US Dollars ($).
Assets
Cash on Hand and in Banks
Marketable Securities
Other Equity Interests
Retirement Accounts (401K, Sep IRA, etc.)
 
Assets, cont.
Real Estate Owned
Accounts, Loans, & Notes Receivable
Cash Value of Life Insurance
Equity in LLC's, S-Corp's or Other Businesses
 
Other Assets
Cars & Trucks
Motor Home
Antique Cards
Personal Property
 
Liabilities
Notes Payable - Banks and Other Institutions
Accounts and Bills Due
Unpaid Taxes
Mortages Payable
 
Other Liabilities
Please list any other liabilities and the amount(s).

Sources of Income

Please Enter All Information in US Dollars ($).
Main Income (Monthly)
Salary
Bonus and Commissions
Dividends and Interests
Real Estate Income
 
Other Income: Please Itemize (Monthly)
Please list other sources of income and the amount.

Accounts

Credit Card and/or Loan Debt
Name of Institution
Name on Account
Credit Limit
Outstanding Balance
 
List here the names of all the institutions at which you maintain a credit card and/or loan account.
Bank Account Information
Name of Institution
Name on Account
Checking or Savings
Cash Balance
 
List here the names of all the institutions at which you maintain a savings or checking account.
Stocks/Bonds/Equities
Name of Brokerage
Name on Account
Cash Balance
 
List here the accounts in which you have stocks, bonds, or any other form of equities.
Real Estate Owned (and related debt, if applicable)
Property Address or Description
Title in the Name of
Date Acquired
Present Market Value
Balance Owed
Monthly Payment (if any)
 
Equity in Other Businesses
Business Name
% of Ownership
Valuation
 
List here the names of all the institutions at which you maintain a savings or checking account.
Please list any loans or payment requirements that are delinquent or in default.
Loan Name
Amount Owed
 
List here the names of all the institutions at which you maintain a savings or checking account.

Agree, Sign and Submit

I/We have carefully read and submitted the foregoing information provided on all three pages of this statement to Nora Mental Health. The information is presented as a true and accurate statement of my/our financial condition on the date indicated. I/We agree that if any material change(s) occur(s) in my/our financial condition that I/we will immediately notify Nora Mental Health of said change(s) and unless Nora Mental Health is so notified it may continue to rely upon this financial statement and the said representations made herein as a true and accurate statement of my/our financial condition.
I/We fully understand that it is a federal crime punishable by fine or imprisonment or both to knowingly make any false statements concerning any of the above facts, pursuant to 18 U.S.C. Section 1014.
Applicant's E-Signature
DISCLAIMER: By typing your name above, you are signing this application electronically. You agree that your electronic signature is the legal equivalent of your manual signature on this application.
Co-Applicant's E-Signature (if applicable)
DISCLAIMER: By typing your name above, you are signing this application electronically. You agree that your electronic signature is the legal equivalent of your manual signature on this application.