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SECTION 4 PERSONAL FINANCIAL INFORMATION
(CONTINUED)
REAL PROPERTY: FOR EACH PROPERTY, INCLUDE COPIES OF DEED, HOMEOWNER’S/RENTER’S INSURANCE POLICY WITH RIDERS, SUPPORTING
DOCUMENTATION OF LOAN BALANCE, AND MOST RECENT PROPERTY TAX STATEMENT. ATTACH ADDITIONAL PAGES AS NEEDED.
PROPERTY 1
PHYSICAL ADDRESS, DESCRIPTION (SINGLE FAMILY HOME,
MULTI-FAMILY HOME, BARE LOT, ACREAGE, ETC.)
COUNTY
PARCEL NUMBER
MORTGAGE LENDER’S NAME AND ADDRESS
CURRENT
LOAN VALUE
AVAILABLE
MARKET VALUE
BALANCE
EQUITY
NAME(S) OF OWNER(S) ON DEED: ___________________________
PURCHASE PRICE: ___________________
PURCHASE DATE: ___________________
PROPERTY 2
PHYSICAL ADDRESS, DESCRIPTION (SINGLE FAMILY HOME,
MULTI-FAMILY HOME, BARE LOT, ACREAGE, ETC.)
COUNTY
PARCEL NUMBER
MORTGAGE LENDER’S NAME AND ADDRESS
CURRENT
LOAN VALUE
AVAILABLE
MARKET VALUE
BALANCE
EQUITY
NAME(S) OF OWNER(S) ON DEED: ___________________________
PURCHASE PRICE: ___________________
PURCHASE DATE: ___________________
OTHER VALUABLE ITEMS: INCLUDE ITEMS SUCH AS AS ARTWORK, GUNS, COLLECTIBLES, JEWELRY. ATTACH ADDITIONAL PAGES AS NEEDED.
ITEM
DESCRIPTION
CURRENT VALUE
0.00
$
TOTAL VALUE OF ALL OTHER VALUABLE ITEMS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
PERSONAL CREDIT CARDS AND UNSECURED LINES OF CREDIT.
TYPE
NAME OF CREDITOR
RECORD OWNER
BALANCE OWED
AVAILABLE CREDIT
0.00
$
TOTAL UNSECURED CREDIT BALANCE AMOUNT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
LIFE INSURANCE: ATTACH ADDITIONAL PAGES AS NEEDED. ATTACH SUPPORTING DOCUMENTATION.
AGENT’S NAME
LOAN/CASH
NAME OF INSURANCE COMPANY
POLICY NUMBER
TYPE
FACE AMOUNT
AND TELEPHONE NUMBER
SURRENDER VALUE
0.00
$
TOTAL VALUE OF ALL LIFE INSURANCE POLICIES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
SECURITIES: INCLUDE STOCKS, BONDS, MUTUAL FUNDS, MONEY MARKET FUNDS, 401(k), ETC. ATTACH ADDITIONAL PAGES AS NEEDED.
ATTACH SUPPORTING DOCUMENTATION FOR THE MOST RECENT THREE MONTHS.
TYPE
LOCATION
RECORD OWNER
QUANTITY OR DENOMINATION
CURRENT VALUE
0.00
$
TOTAL VALUE OF ALL SECURITIES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
MO-656 (5-2012)
8