PERSONAL FINANCIAL SUMMARY Full Legal name Full Legal Name of Spouse Monthly LIABILITIES (Provide details ASSETS Value Limit Balance Payment (Provide details below) below) Bank Balances Bank Overdraft (Financial (Financial $ $ $ $ Institution) Institution) Term Deposits/GIC Bank (Financial (Financial $ $ $ $ Institution) Institution) Other Investments Auto Loan (Financial (Financial $ $ $ $ Institution) Institution) RRSP’S Line of Credit (Financial (Financial $ $ $ $ Institution) Institution) Vehicle Visa (Financial $ $ $ $ (Year/Make/Model) Institution) Vehicle MasterCard (Financial $ $ $ $ (Year/Make/Model) Institution) Residence Other Credit Card $ $ $ $ (Owners) (Description) Other Property Mortgage (Financial $ $ $ $ (Address) Institution) Other Assets Mortgage (Financial $ $ $ $ (Description) Institution) Property Taxes $ $ $ $ Support Payments $ $ $ $ Other Liabilities $ $ $ $ (Description) TOTAL ASSETS TOTAL LIABILITIES $ $ $ NET WORTH (Total Assets minus Total Liabilities) $ MONTHLY INCOME Gross monthly Income $ Spouse`s Monthly Income $ Other Income (specify) $ $ $ NOTES:
PERSONAL FINANCIAL SUMMARY Full Legal name Full Legal Name of Spouse ASSETS (Provide details below) Value LIABILITIES (Provide details below) Limit Balance Monthly Payment Bank Balances (Financial Institution) $ Bank Overdraft (Financial Institution) $ $ $ Term Deposits/GIC (Financial Institution) $ Bank (Financial Institution) $ $ $ Other Investments (Financial Institution) $ Auto Loan (Financial Institution) $ $ $ RRSP’S (Financial Institution) $ Line of Credit (Financial Institution) $ $ $ Vehicle (Year/Make/Model) $ Visa (Financial Institution) $ $ $ Vehicle (Year/Make/Model) $ MasterCard (Financial Institution) $ $ $ Residence (Owners) $ Other Credit Card (Description) $ $ $ Other Property (Address) $ Mortgage (Financial Institution) $ $ $ Other Assets (Description) $ Mortgage (Financial Institution) $ $ $ $ Property Taxes $ $ $ $ Support Payments $ $ $ $ Other Liabilities (Description) $ $ $ TOTAL ASSETS $ TOTAL LIABILITIES $ $ NET WORTH (Total Assets minus Total Liabilities) $ MONTHLY INCOME Gross monthly Income $ Spouse`s Monthly Income $ Other Income (specify) $ $ $ NOTES:
BUSINESS-LOAN-APPLICATION-2017.docx