Fillable PERSONAL FINANCIAL STATEMENT AS OF (Cattle Bank & Trust)

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PERSONAL FINANCIAL STATEMENT AS OF (Cattle Bank & Trust)

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PERSONAL FINANCIAL STATEMENT AS OF
Date
NAME
Submitted to:
NAME
FOR NEW FINANCING OR REFINANCING , PLEASE COMPLETE THIS SECTION
Date:
It is my intent to apply for individual credit
.
Loan Amount Requested:
It is our intent to appl
y
for
j
oint credit.
Name Name
Address Address
City, State & Zip City, State & Zip
Position or occupation Position or occupation
Res. Phone Bus. Phone Res. Phone Bus. Phone
E-mail address E-mail address
Social Security # Date of Birth Social Security # Date of Birth
CURRENT ASSETS (Readily convertible to cash)
CURRENT LIABILITIES (Due within 12 months)
A * Cash & Savings $ G * Notes Payable (less than 1 yr) $
B * Securities Owned (Marketable)
Certificates of Deposit Accounts Payable (eg. Charge cards/accounts)
C * Receivables due from others (less than 1 yr) Taxes and Interest Payable
D * Cash Value - Life Insurance G * Other Current Liabilities:
Other Current Assets:
TOTAL - Current Assets $ TOTAL - Current Liabilities $- -
ASSETS LIABILITIES
Individual Information - Borrower Other Party Information
-
borrower initials
-$
CATTLE BANK & TRUST
borrower initials other party initials
NON CURRENT ASSETS NON CURRENT LIABILITIES (Term Debt)
E * Real Estate Owned $ G * Intermediate Term Liabilities $
Investments (Non-Marketable) (eg. Installment loans)
C * Receivables (1 yr or longer) F * Long Term Liabilities
Retirement Funds-Roth IRA (eg. real estate loans)
Personal Property Other Liabilities:
Vehicles
Other Assets: Contingent Capital Gains Tax Liability
TOTAL LIABILITIES
NET WORTH
TOTAL ASSETS $ TOTAL LIABILITIES & NET WORTH $
ANNUAL INCOME ESTIMATE OF ANNUAL EXPENDITURES
Salary $ Income Taxes $
Bonus & Commissions Other Taxes
Other Income Insurance Premiums
Rental and Lease Income (Net) Term Loan Payments (principal & interest)
Other Party's Income Interest Expense (short term debt)
Other Income (income from alimony, child support Living Expenses
need not be revealed if you do not choose to Rental Expenditures
rely on as basis for repaying this obligation) Other Expenditures
TOTAL $ TOTAL $
*
R
efers to detailed schedule on page 2
-
-
-
-
-
-
-
Bo
at
Camper
CBT Financial Statement 2018
page 1
PERSONAL FINANCIAL STATEMENT AS OF
Date
NAME
Submitted to:
NAME
CATTLE BANK & TRUST
SCHEDULE A Cash and/or Savings
TOTAL
SCHEDULE B Securities Owned (Readily Marketable, eg. listed stocks, listed bonds, mutual funds, etc.)
TOTAL
SCHEDULE C Receivables (Collectible) from Friends, Relatives and Others
$ per
$ per
$ per
Account Description Institution Name
No. shares or
Bond amount
In the Name(s) of Amount
In whose name(s) registered
-
Nam
e of debtor Unpaid BalanceOwed to Collateral Maturity DateHow Payable
L = Listed
U= UnlistedDescription Present Market ValueCost
-
- -
TOTAL
SCHEDULE D Life Insurance
TOTAL
SCHEDULE E Real Estate Owned
TOTAL
-
-
-
LoansCash ValueFace valueBeneficiary
Address and type of property Title in the name(s) of Monthly Income
Insurance CompanyInsured
-
Cost
-
Year
Acquired
Present Market
Value
CBT Financial Statement 2018
page 2
PERSONAL FINANCIAL STATEMENT AS OF
Date
NAME
Submitted to:
NAME
CATTLE BANK & TRUST
SCHEDULE F Mortgages or Liens on Real Estate
$ per
TOTAL
SCHEDULE G Loans Payable to Banks & Others and Installment Contracts Payable
$ per
$ per
$ per
$ per
$ per
$ per
$ per
TOTAL
Yes
No
How PayableTo whom payable
-
Maturity
DateHow Payable
Collateral or
unsecured
Unpaid Balance
-
Unpaid BalanceMaturity DateInterest Rate1st or 2nd lien
AddressTo whom payable
Yes
No
Income tax returns filed through (date):
Are any returns currently being audited or contested? If so, what year?
In the last 7 years, have you any unsatisfied judgements? In the last ten years, have you been declared bankrupt?
In the last 7 years, have you had property foreclosed upon or given title or deed in lieu thereof?
Are you a co-maker, guarantor or endorser on a note? If yes, denote amount: $
Are you a party in a lawsuit?
Are you obligated to pay alimony, child support or separate maintenance?
Do you have a will or estate plan in place?
Name and phone number of attorney:
Name and phone number of accountant:
Name and phone number of homeowner's insurance agent
The undersigned acknowledge and understand that the bank is relying on the information provided herein in deciding to grant or continue credit or to accept a guarantee thereof.
Each of the undersigned represents, warrants and certifies that the information provided herein is true, correct and complete. Unless the bank is notified of any change, it may
continue to rely upon the statement herein as a true, complete and accurate statement. The undersigned authorize any person or consumer reporting agency to give the bank any
information it may have on the undersigned. This personal financial statement shall be considered the bank's property.
Date Signed Signature (individual)
Date Signed Signature (other party)
CBT Financial Statement 2018
page 3
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PERSONAL FINANCIAL STATEMENT AS OF (Cattle Bank & Trust)

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Completed 15 May 2021

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