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    REBNY Financial Statement Co-Op Condo - 2011

    Uploaded by

    Jordan Beeber
    This document summarizes the applicant's financial information in the form of a statement. It lists assets, liabilities, income sources and expenses for both the applicant and co-applicant. Assets include cash, investments, real estate, vehicles and other property. Liabilities include loans, mortgages, credit cards and other debts. Income sources include salaries, dividends, rental income and other sources. Expenses include maintenance costs, loan payments and other monthly costs. Schedules provide additional details on specific asset and liability line items. The applicants certify that the information provided is complete and accurate.

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    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd

    REBNY Financial Statement Co-Op Condo - 2011

    Uploaded by

    Jordan Beeber
    807 views3 pages
    This document summarizes the applicant's financial information in the form of a statement. It lists assets, liabilities, income sources and expenses for both the applicant and co-applicant. Assets include cash, investments, real estate, vehicles and other property. Liabilities include loans, mortgages, credit cards and other debts. Income sources include salaries, dividends, rental income and other sources. Expenses include maintenance costs, loan payments and other monthly costs. Schedules provide additional details on specific asset and liability line items. The applicants certify that the information provided is complete and accurate.

    Original Description:

    a fillable spreadsheet.

    Original Title

    REBNY Financial Statement Co-op Condo -2011

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    © © All Rights Reserved

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    This document summarizes the applicant's financial information in the form of a statement. It lists assets, liabilities, income sources and expenses for both the applicant and co-applicant. Assets include cash, investments, real estate, vehicles and other property. Liabilities include loans, mortgages, credit cards and other debts. Income sources include salaries, dividends, rental income and other sources. Expenses include maintenance costs, loan payments and other monthly costs. Schedules provide additional details on specific asset and liability line items. The applicants certify that the information provided is complete and accurate.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Download as xls, pdf, or txt
    807 views3 pages

    REBNY Financial Statement Co-Op Condo - 2011

    Uploaded by

    Jordan Beeber
    This document summarizes the applicant's financial information in the form of a statement. It lists assets, liabilities, income sources and expenses for both the applicant and co-applicant. Assets include cash, investments, real estate, vehicles and other property. Liabilities include loans, mortgages, credit cards and other debts. Income sources include salaries, dividends, rental income and other sources. Expenses include maintenance costs, loan payments and other monthly costs. Schedules provide additional details on specific asset and liability line items. The applicants certify that the information provided is complete and accurate.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Download as xls, pdf, or txt
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    The document appears to be a template for a personal financial statement.

    The financial statement includes information about assets, liabilities, income and expenses.

    The financial statement includes schedules for items like cash, stocks/bonds, real estate, mortgages payable and notes payable.

    Financial Statement

    Applicant:

    Co-Applicant:

    Address:

    Address:

    The following is submitted as being a true and accurate statement of the financial condition of the undersigned on the:
    ___________

    day of

    ___________________________ 20 __ __

    ASSETS

    LIABILITIES
    Applicant

    Co-Applicant

    Cash in banks (Schedule A)

    Applicant

    Co-Applicant

    Notes Payable (Schedule E)

    Money Market Funds

    To Banks

    Contract Deposit

    To Relatives

    Investments: Stocks and Bonds

    To Others

    (Schedule B)

    Installment Accounts Payable:

    Investments in Own Business

    Automobile

    Accounts and Notes Receivable

    Other

    Real Estate Owned (Schedule C)

    Other Accounts Payable

    Automobiles:

    Mortgages Payable on Real Estate


    (Schedule F)

    Year

    Unpaid Real Estate Taxes

    Make
    Personal Property and Furniture

    Unpaid Income Taxes

    Life Insurance

    Chattel Mortgages
    Loans on Life Insurance Policies

    Cash Surrender Value

    (Include Premium Advances)

    Retirement Funds/ IRA


    401K

    Outstanding Credit Card Debt

    KEOGH

    Other Debts (Schedule G)

    Profit Sharing/ Pension Plan

    TOTAL LIABILITIES

    $0.00

    $0.00

    NET WORTH

    $0.00

    $0.00

    Other Assets (Schedule D)


    TOTAL ASSETS

    $0.00
    COMBINED ASSETS

    $0.00
    $0.00

    COMBINED LIABILITIES

    SOURCES OF INCOME / MONTHLY


    Applicant

    PROJECTED EXPENSES / MONTHLY


    Co-Applicant

    Applicant

    Base Salary

    Maintenance

    Overtime Wages

    Apartment Financing

    Bonus and Commissions

    Other Mortgages

    Dividends and Interest Income

    Bank Loans

    Real Estate Income (Net)

    Auto Loans

    Other Income Including Gifts

    Other:

    (Schedule H)

    TOTAL

    TOTAL

    $0.00

    Personal Bank Accounts at

    $0.00
    COMBINED TOTAL

    $0.00

    GENERAL INFORMATION
    Applicant

    CONTINGENT LIABILITIES
    Co-Applicant
    An Endorser or Co-maker on Notes
    Alimony Payments (Annual)
    Child Support

    Savings and Loan Accounts at

    Are you a defendant in any legal action?


    Are there any unsatisfied judgments?
    Have you ever taken bankruptcy? Explain:

    Purpose of Loan

    $0.00

    Co-Applicant

    $0.00
    $0.00

    Itemized Schedules
    Please include verification statements and proof of liquid assets as required by your coop or condo.
    A: ITEMIZED SCHEDULE OF CASH
    Financial Institution

    Applicant or Co-Applicant

    Type of Account

    Account Balance

    B: ITEMIZED SCHEDULE OF STOCKS AND BONDS


    Description

    Amount/ No. of Shares

    Marketable Value

    Non-Marketable Value

    Monthly Operating
    Costs

    Residential or
    Commercial
    (If commercial, what are
    the gross rents?)

    C: ITEMIZED SCHEDULE OF REAL ESTATE

    Description and Location

    Date
    Acquired

    Cost

    Actual Value

    Mortgage
    Amount

    Maturity Date

    D: ITEMIZED SCHEDULE OF OTHER ASSETS


    Description

    Amount

    E: ITEMIZED SCHEDULE OF NOTES PAYABLE


    To Whom Payable

    Date

    Amount

    Due

    Interest

    Pledged as Security

    F: ITEMIZED SCHEDULE OF MORTGAGES PAYABLE


    To Whom Payable

    Mortgage Amount

    Principal Remaining

    Maturity Date

    G: ITEMIZED SCHEDULE OF OTHER LIABILITIES


    Description

    Amount

    Date

    Payments

    Security

    H: ITEMIZED SCHEDULE OF OTHER INCOME


    Source

    Amount Last Year

    Is this recurring?

    IF YOU ARE A PRINCIPAL OF OR ARE EMPLOYED BY A FAMILY BUSINESS, PLEASE COMPELTE THIS SECTION:
    Applicant

    Co-Applicant

    Dividend or partnership income (present year)


    Dividend or partnership income (prior year)
    Dividend or partnership income (second prior year)

    The foregoing application has been carefully prepared, and the undersigned hereby solemnly declare(s) and certify(s) that all information contained herein is complete, true, and
    correct. The information is submitted as being a true and accurate statement of the financial condition of the undersigned
    on the ____________ day of ______________ , 20 __ __ .
    X ______________________________________________________________
    Applicant

    ______________________________________
    Date

    X ______________________________________________________________
    Co- Applicant

    ______________________________________
    Date

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