Personal Financial Statement Worksheet Page 2
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8SCHEDULE A
CASH IN BANK
Show all Checking, Savings, Certificates, Etc.
* Type (1) Checking, (2) Savings, (3) Time Certificate
INTEREST
BANK NAME/ BRANCH
*TYPE
MATURITY DATE
AMOUNT
RATE
$
-
0
TOTAL TO LINE 2
SCHEDULE B
NOTES & CONTRACTS RECEIVABLE
DUE FROM (NAME)
DATE OF
BALANCE
TERMS &
DUE
DESCRIPTION OF
OBLIGATION ORIGINAL
PRESENT
INT. RATE
DATE
COLLATERAL IF ANY
$
-
TOTAL TO LINE 3
0
SCHEDULE C
STOCKS, BONDS & MUTUAL FUNDS
DESCRIPTION - RATE - MATURITY,
NO. OF SHARES
ORIGINAL COST
MARKET VALUE
IF PLEDGED TO WHOM
$
-
TOTAL TO LINE 4
0
SCHEDULE D
STOCKS & BONDS - UNLISTED
DESCRIPTION - RATE - MATURITY,
NO. OF SHARES
ORIGINAL COST
MARKET VALUE
IF PLEDGED TO WHOM
$
-
0
TOTAL TO LINE 5
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