Statement Of Financial Condition For Individuals Page 2

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Income—Not valid without proof of income.
Included?
Yes
No
1. Bank statements for all accounts (attach bank statements from last two months) ...................................................................... 1
Yes
No
2. Your paystubs (attach paystubs from last two months) ................................................................................................................. 2
Yes
No
3. Spouse’s/RDP’s paystubs (attach paystubs from last two months) .............................................................................................. 3
Yes
No
4. Pension amount (for you and/or spouse/RDP) .............................................................................................................................. 4
Yes
No
5. Social Security amount (for you and/or spouse/RDP) ................................................................................................................... 5
Yes
No
6. Other income. List source (rents, unemployment benefits, profit sharing, alimony, child support, etc.) ....................................... 6
___________________________________________________________________________________________________________
Monthly Expenses Actually Paid—Must be reasonable for size of family and location.
Actually paid
$
7. Mortgage/rent. Provide name and address of landlord ___________________________________________________________ ...... 7
8. Groceries, toiletries, etc. ................................................................................................................................................................ 8
9. Utilities— a. Telephone ................................................................................................................................................................. 9a
b. Electricity ................................................................................................................................................................. 9b
c. Heating oil/natural gas ............................................................................................................................................. 9c
d. Water/garbage ......................................................................................................................................................... 9d
10. Transportation (gas, bus fares) ..................................................................................................................................................... 10
11. Medical (prescriptions and co-pays not paid by insurance) ........................................................................................................ 11
1 2. Auto loans (total of installment payments per month) ................................................................................................................. 12
1 3. Insurance— a. Auto .................................................................................................................................................................... 13a
b. Health/life ........................................................................................................................................................... 13b
c. Homeowner/renter ............................................................................................................................................. 13c
14. Federal (IRS) tax payments ............................................................................................. balance due: $___________________ 14
15. Alimony/child support/work-related child care ............................................................................................................................ 15
16. Other expenses not listed above (property tax, etc.) ................................................................................................................... 16
17. Total monthly expenses. Add lines 7 through 16 ....................................................................................................................... 17
$
18. Proposed monthly payment to Oregon Department of Revenue .............................................................................................. 18
$
19. What day of the month can you pay? .......................................................................................................................................... 19
Additional Information—Expected changes to income or health, bankruptcies, repossessions, etc.
Name and address of nearest relative
Telephone no.
Relationship
Authorization to Disclose
Under penalties of perjury, I declare that this financial statement is true, correct, and complete. I/We authorize the department to use my
credit report and other tools for verification and collection purposes.
Date
Date
Your signature
Spouse’s/RDP’s signature
X
X
Return this form to: Oregon Department of Revenue
PO Box 14725
Salem OR 97309-5018
If this form is not complete, we will continue with collection actions, which may include garnishments.
150-860-009 (Rev. 10-11)

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