Your family size -- please enter the number
of
individuals (including yourself) in your
household
Please enter the dollar value of liquid
assets -- monies that have been in a bank account for longer than 3 months.
Semi-liquid assets --
stocks, bonds, cd's or other securities.
Dollar value of real estate for sale
(if any)
Value of any other real estate
Value of any personal property
you have for sale -- car, boat, etc.
Projected assets to be received
-- if you expect to receive a gift from a relative,
an inheritance, an insurance settlement or other monies please indicate
the dollar value and a brief description of the source.
Income
Yourself (Borrower)
Your primary income is derived from
Have you received a steady income from this source for
Less than two years
More than two years
Enter the dollar amount of your annual
base income. (Please do not include any overtime, bonuses, or other income
here.)
Enter the dollar amount of any other
income and a brief description of where it comes from (overtime, second job, dividends,
interest, social security, pension plan, etc.)
Your Spouse (Co-Borrower)
Please enter any other individual's name you
wish to consider in your plan, and their relationship to you (husband, wife,
mother, etc.)
Their income is derived from
Has your co-person received a steady income from this source for
Less than two years
More than two years
Enter the dollar amount of your annual
base income. (Please do not include any overtime, bonuses, or other income
here.)
Enter the dollar amount of any other
income and a brief description of where it comes from (overtime,
second job, dividends,
interest, social security, pension plan, etc.)
Is there anything else relevant to income?
Liabilities
Monthly auto payment
Monthly minimum required credit card payments
(Even if you pay all credit cards in full each month, try to add together
the "minimum payments" required by each company.
The balance on any mortgage to be
paid-off.
The monthly payment (including taxes,
insurance, mortgage insurance, association fees) on any mortgage that will
not be paid-off.
Any other monthly installment debt or
court ordered obligations
(like personal loans, child support, etc.)
Thank you.
