PERSONAL FINANCIAL STATEMENT As of: 20 Name: Social Security # Address: Zip Code Please specify which type of credit you are applying for: If you’re married and relying on If you’re applying for joint credit with your INDIVIDUAL CREDIT JOINT CREDIT: community property such as salary complete the spouse spouse, each of you should complete the personal financial information section. statement and sign it. However, if you're applying for joint If you’re applying as an owner/guarantor credit with another person, both of you should complete a BUSINESS CREDIT: of a partnership, corporation, or L.L.C. please complete this separate personal financial statement. Note: Regardless of form. your marital status, you may apply for credit your name alone. Name of Co-Applicant: Social Security # ***COMPLETE PAGE 5 FIRST THEN TRANSFER TOTALS TO THIS PAGE*** ASSETS AMOUNT LIABILITIES AMOUNT Monthly Payment Cash SCHEDULE A: SCHEDULE G: Revolving Accounts Checking Savings Other SCHEDULE B: SCHEDULE H Retirement Accounts & IRA’s Marketable Securities Others Taxes Owed Tax Refund Due: Life Insurance Life Insurance Loans SCHEDULE C: (do not include Term Insurance) Total Face Amount: Total Cash Value: SCHEDULE D: Note Receivable Total: SCHEDULE E SCHEDULE E Real Estate Total Real Estate Mortgage Balance Value: SCHEDULE F Value of Business Other Liabilities Owned Autos R.V./Boat Personal Property Other Other ASSETS TOTAL LIABILITIES (Total assets less total liabilities) NET WORTH Are any of the above assets in a trust? If so, please provide the name of the trust: SCHEDULE I CONTINGENT LIABILITIES If you reside in a community property state () please complete the following concerning martial status: Applicant is: Married Separated Unmarried (includes single, divorced and widowed) Applicant is: Married Separated Unmarried (includes single, divorced and widowed)
PERSONAL FINANCIAL STATEMENT As of: 20 Name: Social Security # Address: Zip Code Please specify which type of credit you are applying for: INDIVIDUAL CREDIT If you’re married and relying on community property such as salary complete the spouse information section. JOINT CREDIT: If you’re applying for joint credit with your spouse, each of you should complete the personal financial statement and sign it. However, if you're applying for joint credit with another person, both of you should complete a separate personal financial statement. Note: Regardless of your marital status, you may apply for credit your name alone. BUSINESS CREDIT: If you’re applying as an owner/guarantor of a partnership, corporation, or L.L.C. please complete this form. Name of Co-Applicant: Social Security # ***COMPLETE PAGE 5 FIRST THEN TRANSFER TOTALS TO THIS PAGE*** ASSETS AMOUNT LIABILITIES AMOUNT Monthly Payment SCHEDULE A: Cash SCHEDULE G: Checking Revolving Accounts Savings Other SCHEDULE B: SCHEDULE H Retirement Accounts & IRA’s Marketable Securities Others Tax Refund Due: Taxes Owed SCHEDULE C: Life Insurance (do not include Term Insurance) Life Insurance Loans Total Face Amount: Total Cash Value: SCHEDULE D: Note Receivable Total: SCHEDULE E SCHEDULE E Real Estate Total Value: Real Estate Mortgage Balance SCHEDULE F Value of Business Owned Other Liabilities Autos R.V./Boat Personal Property Other Other ASSETS TOTAL LIABILITIES (Total assets less total liabilities) NET WORTH Are any of the above assets in a trust? If so, please provide the name of the trust: SCHEDULE I CONTINGENT LIABILITIES If you reside in a community property state () please complete the following concerning martial status: Applicant is: Married Separated Unmarried (includes single, divorced and widowed) Applicant is: Married Separated Unmarried (includes single, divorced and widowed)
RREDC-Application-Package-2017.docx