As of ,
Personal Financial Statement Form Not to be used For Business Statement
Name Business Phone
Residence Address Residence Phone
City, State, & Zip Code
Business Name of Applicant/Borrower
ASSETS (Omit Cents) LIABILITIES (Omit Cents)
Cash on hand & in Banks $ Accounts Payable $
Savings Accounts $ Notes Payable to Banks and Others $
IRA or Other Retirement Account $ (Describe in Section 2)
Accounts & Notes Receivable $ Installment Account (Auto) $
Life Insurance-Cash Surrender Value Only $ Mo. Payments $
(Complete Section 8) Installment Account (Other) $
Stocks and Bonds $ Mo. Payments $
(Describe in Section 3) Loan on Life Insurance $
Real Estate $ Mortgages on Real Estate $
(Describe in Section 4) (Describe in Section 4)
Automobile-Present Value $ Unpaid Taxes $
Other Personal Property $ (Describe in Section 6)
(Describe in Section 5) Other Liabilities $
Other Assets $ (Describe in Section 7)
(Describe in Section 5) Total Liabilities $
Net Worth $
Total $ Total $
Section 1. Source of Income Contingent Liabilities
Salary $ As Endorser or Co-Maker $
Net Investment Income $ Legal Claims & Judgments $
Real Estate Income $ Provision for Federal Income Tax $
Other Income (Describe below)* $ Other Special Debt $
Description of Other Income in Section 1.
*Alimony or child support payments need not be disclosed in "Other Income" unless it is desired to have such payments counted toward total income.
Section 2. Notes Payable to Banks and Others. (Use attachments if necessary. Each attachment must be identified as a part of this statement and signed.)
Name and Address of Noteholder(s) Original Current Payment Frequency How Secured or Endorsed
Balance Balance Amount (monthly,etc.) Type of Collateral
14045 Ballantyne Corp. Place, Ste 525, Charlotte, NC 28277 Page 1 www.bondexchange.com
Tel: (800) 438.1162 or (704) 366.6847 * Fax: (704) 364.3214
Section 3. Stocks and Bonds. (Use attachments if necessary. Each attachment must be identified as a part of this statement and signed).
Number of Shares Name of Securities Cost Market Value Date of Total Value
Quotation/Exchange Quotation/Exchange
Section 4. Real Estate Owned. (List each parcel separately. Use attachment if necessary. Each attachment must be identified as a part
of this statement and signed.)
Property A Property B Property C
Type of Property
Address
Date Purchased
Original Cost
Present Market Value
Name &
Address of Mortgage Holder
Mortgage Account Number
Mortgage Balance
Amount of Payment per Month/Year
Status of Mortgage
(Describe, and if any is pledged as security, state name and address of lien holder, amount of lien, terms
Section 5. Other Personal Property and Other Assets.
of payment and if delinquent, describe delinquency)
Section 6. Unpaid Taxes. (Describe in detail, as to type, to whom payable, when due, amount, and to what property, if any, a tax lien attaches.)
Section 7. Other Liabilities. (Describe in detail.)
Section 8. Life Insurance Held. (Give face amount and cash surrender value of policies - name of insurance company and beneficiaries)
Signature: Date: Social Security Number:
Signature: Date: Social Security Number:
14045 Ballantyne Corp. Place, Ste 525, Charlotte, NC 28277 Page 2 www.bondexchange.com
Tel: (800) 438.1162 or (704) 366.6847 * Fax: (704) 364.3214
