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Personal Overview

The document is a personal overview form that collects detailed information about an individual's personal, educational, and employment history, as well as financial information. It includes sections for contact details, spouse information, family contacts, character references, monthly income and expenses, and a personal equity statement. The form is structured to gather comprehensive data for assessment or application purposes.

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karlgbeto
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19 views4 pages

Personal Overview

The document is a personal overview form that collects detailed information about an individual's personal, educational, and employment history, as well as financial information. It includes sections for contact details, spouse information, family contacts, character references, monthly income and expenses, and a personal equity statement. The form is structured to gather comprehensive data for assessment or application purposes.

Uploaded by

karlgbeto
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
You are on page 1/ 4

2.

PERSONAL OVERVIEW
NAME

MAILING ADDRESS

PHYSICAL ADDRESS (if


different from mailing)

PREVIOUS ADDRESS (if less


than 3 years at present address)

Home Phone:
Work Phone:

CONTACT INFORMATION Cell Phone:


Fax Number:
Email Address:

DATE OF BIRTH MM DD YYYY

SOCIAL INSURANCE NUMBER

DRIVER’S LICENSE NUMBER

MARITAL STATUS

High School:
Year Completed:

EDUCATION Grades Completed:


Post-Secondary:
Diploma/Degree/Other:

Employer:
Address:
Phone:
EMPLOYMENT HISTORY Supervisor:
(current employer first)
Dates Worked:
Job Title:
Monthly Salary:

PERSONAL OVERVIEW - PAGE 1


Employer:
Address:
Phone:
Supervisor:
Dates Worked:
Job Title:

Employer:
Address:
Phone:
Supervisor:
Dates Worked:
Job Title:

Employer:
Address:
Phone:
Supervisor:
Dates Worked:
Job Title:

Name:
Date of Birth:
SPOUSE INFORMATION
SIN:
Driver’s License:

Employer:
Address:
Phone:
SPOUSE EMPLOYMENT
HISTORY (current Supervisor:
employer first) Dates Worked:
Job Title:
Monthly Salary:

Employer:
Address:
Phone:
Supervisor:
Dates Worked:
Job Title:

Employer:

PERSONAL OVERVIEW - PAGE 2


Address:
Phone:
Supervisor:

Employer:
Address:
Phone:
Supervisor:
Dates Worked:
Job Title:

Name:
FAMILY CONTACT Address:
(nearest relative NOT
Phone:
living with you)
Relationship:

Name:

CHARACTER Address:
REFERENCES Phone:
(excluding family and
relatives) # Years Known:
Relationship:

Name:
Address:
Phone:
# Years Known:
Relationship:

PERSONAL OVERVIEW - PAGE 3


FINANCIAL INFORMATION
MONTHLY PERSONAL STATEMENT OF INCOME & EXPENSES
CURRENT INCOME EXPENDITURES
Salary/Wage/Commission Mortgage/Taxes/Rent
Rental Income Household Insurance
Business/Professional Income Vehicle Loan Payments
Child Support / Alimony Vehicle Insurance
Child Tax Credit Total Credit Card Payments
Spouse’s Salary/Wage Health/Life Insurance
Other Child Support / Alimony
Other Child Care
Utilities
Food
Other
Other

TOTAL INCOME TOTAL EXPENSES

PERSONAL EQUITY STATEMENT


Please list and describe all Assets & Liabilities
CURRENT AMOUNT
ASSETS LIABILITIES
VALUE OUTSTANDING
Cash – Bank of _____________ Credit Card ______________
Cash – Bank of _____________ Credit Card ______________
Mortgage –
BC Land Assessment Value of
Home & Property (enter PID and Bank of _________________
legal description)
Purchase Amt $
Interest Rate %

Automobile (make, model, year) Loan – Bank of ___________


Purpose: ________________

Automobile (make, model, year) Loan – Bank of ___________


Purpose: ________________
Vehicle Loan
RRSPs
Lender _________________

Stocks, Bonds, Mutual Funds Family / Friend Loan


Personal Household Effects Other
Other Other
TOTAL ASSETS (A) TOTAL LIABILITIES (B)

TOTAL PERSONAL EQUITY (A - B) = $____________________________

PERSONAL OVERVIEW - PAGE 4

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