Form 656-B - Offer In Compromise Booklet Page 10
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32Page 2 of 8
Section 3
Personal Asset Information
Use the most current statement for each type of account, such as checking, savings, money market and online accounts, stored value cards
(such as, a
, investment and retirement accounts
, life insurance
payroll card from an employer)
(IRAs, Keogh, 401(k) plans, stocks, bonds, mutual funds, certificates of deposit)
policies that have a cash value, and safe deposit boxes. Asset value is subject to adjustment by IRS based on individual circumstances. Enter the total
amount available for each of the following
(if additional space is needed include attachments).
Round to the nearest dollar. Do not enter a negative number. If any line item is a negative number, enter "0".
Cash and Investments (domestic and foreign)
Cash
Checking
Savings
Money Market/CD
Online Account
Stored Value Card
Bank Name
Account Number
(1a) $
Checking
Savings
Money Market/CD
Online Account
Stored Value Card
Bank Name
Account Number
(1b) $
Total of bank accounts from attachment
(1c) $
Add lines (1a) through (1c) minus ($1,000) =
(1) $
Investment Account:
Stocks
Bonds
Other
Name of Financial Institution
Account Number
Current Market Value
Minus Loan Balance
$
X .8 = $
– $
=
(2a) $
Investment Account:
Stocks
Bonds
Other
Name of Financial Institution
Account Number
Current Market Value
Minus Loan Balance
$
X .8 = $
– $
=
(2b) $
Total investment accounts from attachment. [current market value X.8 minus loan balance(s)]
(2c) $
(2) $
Add lines (2a) through (2c) =
Retirement Account:
401K
IRA
Other
Name of Financial Institution
Account Number
Current Market Value
Minus Loan Balance
$
X .8 = $
– $
(3a) $
=
Retirement Account:
401K
IRA
Other
Name of Financial Institution
Account Number
Current Market Value
Minus Loan Balance
$
X .8 = $
– $
(3b) $
=
Total of retirement accounts from attachment. [current market value X .8 minus loan balance(s)]
(3c) $
Add lines (3a) through (3c) =
(3) $
Cash Value of Life Insurance Policies
Name of Insurance Company
Policy Number
Current Cash Value
Minus Loan Balance
$
– $
(4a) $
=
Total cash value of life insurance policies from attachment
Minus Loan Balance(s)
$
– $
(4b) $
=
Add lines (4a) through (4b) =
(4) $
433-A (OIC)
Form
(Rev. 3-2017)
Catalog Number 55896Q
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