Fillable CURRENT ASSETS LIST I. Identification

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CURRENT ASSETS LIST I. Identification

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Page 1 of 2
CURRENT ASSETS LIST
DATE: ____________________, 20____
I. Identification
First Name ____________________ Last Name ____________________
SSN: _____-____-_____
Residency: ____________________
Citizenship: ____________________
II. Personal Property & Assets
Motor Vehicles: _________________________________________________________
______________________________________________________________________
Boats: ________________________________________________________________
______________________________________________________________________
Stocks/Bonds: __________________________________________________________
______________________________________________________________________
Retirement Accounts: ____________________________________________________
______________________________________________________________________
Life Insurance Policies: ___________________________________________________
______________________________________________________________________
Trademarks: ___________________________________________________________
______________________________________________________________________
Copyrights/Patents: _____________________________________________________
______________________________________________________________________
Household Inventory: ____________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Page 2 of 2
III. Financials
Accounts (Bank Name, Account & Routing Numbers): __________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
IV. Real Estate
Property (Ownership): ____________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Property (Leasehold): ____________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Property (Other): ________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
V. Business Entities
Name, State of Incorporation & Ownership %: _________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
VI. Other
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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CURRENT ASSETS LIST I. Identification

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Completed 15 February 2021

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