Calculate Installment Loans

Document Sample
Calculate Installment Loans Powered By Docstoc
					Personal Financial Statement
  Please complete this form starting with Schedule 1. This form is designed to be filled out electronically. If done so, your totals will automatically be generated and
  transferred to the proper place on the Balance Sheet Summary. If filling out by hand, those steps will need to be done manua lly. Platinum Bank will calculate, and may
  adjust your adjusted net worth.



Name:                                                                                                     Date:

                                 SCHEDULE 1 / CASH, SAVINGS, CERTIFICATES AND IRA ACCOUNTS


CASH ACCOUNTS (BANK NAME)                                                              TYPE OF ACCOUNT                                                          BALANCE




RETIREMENT / 401(K) / IRA ACCOUNTS (NAME)                                              TYPE OF ACCOUNT                                                          BALANCE




                                                                                                                                                      Total     $            -


                                                           SCHEDULE 2 / SECURITIES OWNED
                                                                                                                                            LISTED OR           CURRENT
SHARES         DESCRIPTION                                                             OWNERS REGISTERED NAME                               UNLISTED            VALUE




                                                                                                                                                      Total     $            -


                                                              SCHEDULE 3 / LIFE INSURANCE

                                                                                                                          FACE              CASH SURR.
INSURANCE COMPANY                               INSURED                                BENEFICIARY                        VALUE             VALUE               LOANS




                                                                                                                                   Total    $               -   $            -


                  SCHEDULE 4 / MONIES OWED TO ME THROUGH MORTGAGES AND CONTRACTS I OWN

NAME OF DEBTOR                                         COLLATERAL HELD                       LIEN          MATURITY            REPAYMENT TERMS                  BALANCE




                                                                                                                                                      Total                 $0
                                         SCHEDULE 5 / REAL ESTATE OWNED

                                                  Personal Residence
                      ADDRESS:
                      C/ST/ZIP:


                      LOANS (CREDITOR)                                         BALANCE            LIEN




                      Total                                                      $0



                      CURRENT MARKET VALUE:                                                        $0
                      MONTHLY PAYMENT:
                      YEAR PURCHASED:
                      PURCHASE PRICE:



                                                Investment Real Estate

                      DESCRIPTION                              CREDITOR        BALANCE       MKT VALUE




                                                                       Total            $0               $0


INSURANCE COMPANY:                                                                           AGENT:
POLICY NUMBER:                                                                               PHONE:




                              SCHEDULE 6 / EMPLOYER PROFIT SHARING AND PENSION

NAME OF INSTITUTION                                               TYPE OF ACCOUNT                BALANCE           VESTED           LOANS




                                                                                  Total      $             -   $            -   $             -


                              SCHEDULE 7 / INSTALLMENTS, CREDIT LINES AND NOTES

NAME OF CREDITOR                         COLLATERAL            MATURITY                 REPAYMENT TERMS                             BALANCE


                                         Short Term Notes Due Financial Institutions:



                                              Short Term Notes Due to Others:



                                              Installment Loans and Contracts:



                                                                                                                      Total     $             -
                      SCHEDULE 8 / CREDIT CARDS, BILLS DUE, ALIMONY,CHILD SUPPORT, DAYCARE, etc.

NAME OF COMPANY                                                                                                         REPAYMENT TERMS                 BALANCE




                                                                                                                                                Total   $           -


                                                                           INCOME SUMMARY

ANNUAL INCOME                                            APP.              CO.-APP.       CONTINGENT LIABILITIES                                        BALANCE
Salary                                                                                    As Endorser
Bonuses/Commissions                                                                       As Guarantor
Dividends/Interest                                                                        Lawsuits
Net Real Estate Income                                                                    For Taxes (due within 1 year)
  Income from alimony, child support, or maintenance
   payments need not be entered unless you want it
        considered as a basis for repayment.                                              Other ( Detail)
Other (List)


                                               Total $             -   $              - Total Contingent Liabilities                                    $           -


                                                            OTHER ASSETS AND LIABILITIES

                                   Assets                                   Value                                    Liabilities                            Value




                                                                Total $               -                                                         Total $             -


                                                                  BALANCE SHEET SUMMARY

                                           ASSETS                                                                             LIABILITIES
Cash (Schedule 1)                                                      $              - Short Term Notes Due Financial Institutions (Schedule 7)        $           -
Securities (Schedule 2)                                                $              - Short Term Notes Due to Others (Schedule 7)                     $           -
Life Insurance Cash Value (Schedule 3)                                 $              - Credit Accounts and Bills Due (Schedule 8)                      $           -
Mortgages and Contracts Held by You (Schedule 4)                       $              - Insurance Loans (Schedule 3)                                    $           -
Homestead (Schedule 5)                                                 $              - Installment Loans and Contracts (Schedule 7)                    $           -
Other Real Estate (Schedule5)                                          $              - Mortgages on Home (Schedule 5)                                  $           -
Profit Sharing & Pension (Schedule 6)                                  $              - Mortgages on Other Real Estate (Schedule5)                      $           -
Retirement Accounts, Include IRA Accounts (Schedule 1)                 $              - Taxes (due within 1 year)                                       $           -
Automobiles (Describe)


Value of My Companies                                                                     Other Liabilities                                             $           -
Other Assets                                                           $              -
                                                                                                                                                Total   $           -
                                                                                          (Total Assets Less Total Liabilities)             Net Worth   $           -
                                                            Total      $              -                                            Adjusted Net Worth   $           -
                                                                                                   Applicant        Co-Applicant

             Are there any State or Federal Tax liens filed against you or any of your property?   Yes         No   Yes       No

             Have you ever declared bankruptcy or defaulted on any debts?                          Yes         No   Yes       No

             Are you party to any lawsuit?                                                         Yes         No   Yes       No




        BY SIGNING BELOW, YOU ACKNOWLEDGE AND AGREE TO EACH OF THE FOLLOWING:

        1. ALL INFORMATION IN THIS APPLICATION AND IN THE FINANCIAL STATEMENTS ARE TRUE AND COMPLETE TO THE BEST OF
        YOUR        KNOWLEDGE AND BELIEF
        2. THAT NEITHER APPLICANT HAS MADE ANY MISREPRESENTATION IN THIS APPLICATION OR HAS FAILED TO INCLUDE IMPORTANT
        INFORMATION.
        3. PLATINUM BANK HAS THE RIGHT TO VERIFY THE ACCURACY OF THE INFORMATION PROVIDED.
        4. PLATINUM BANK IS AUTHORIZED TO OBTAIN A CONSUMER CREDIT REPORT / CHECK THE CREDIT RATING AND HISTORY OF THE
        APPLICANT(S).
        5. THAT ALL SUPPORTING DOCUMENTATION INCLUDED IN THIS APPLICATION REMAINS THE PROPERTY OF PLATINUM BANK.
        6. THAT ALL INFORMATION PROVIDED WILL BE KEPT CONFIDENTIAL BY PLATINUM BANK AND WILL BE USED ONLY FOR THE
        PURPOSES OF CONSIDERING THIS LOAN REQUEST.
        7. IN THE EVENT WE GRANT CREDIT, PLATINUM BANK RESERVES THE RIGHT TO RELEASE INFORMATION CONCERNING OUR
        CREDIT EXPERIENCE WITH THE APPLICANT.




Signature:                                                                              Date:




Signature:                                                                              Date:

				
DOCUMENT INFO
Description: Calculate Installment Loans document sample