Form M-433-Ois - Statement Of Financial Condition And Other Information Page 3
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12Page 3
10. Total cash on hand. Include any money that is not held in a bank
11. List all checking, savings, money market and brokerage accounts. Copies of your current statements may be required. Use additional pages if necessary.
a. Name of financial institution
Type of account
Account number
Current balance
b. Name of financial institution
Type of account
Account number
Current balance
c. Name of financial institution
Type of account
Account number
Current balance
d. Name of financial institution
Type of account
Account number
Current balance
e. Name of financial institution
Type of account
Account number
Current balance
f. Name of financial institution
Type of account
Account number
Current balance
12. List all real estate that you own. Provide a copy of your lender’s current statement indicating the monthly payment amount and the current balance
due for each piece of real estate owned. Use additional pages if necessary.
a. Street address
City/Town
State
Zip
County
Date of purchase
Purchase price
Current value
Mortgage balance
Lender or lien holder
Monthly payment
Date of final payment
b. Street address
City/Town
State
Zip
County
Date of purchase
Purchase price
Current value
Mortgage balance
Lender or lien holder
Monthly payment
Date of final payment
c. Street address
City/Town
State
Zip
County
Date of purchase
Purchase price
Current value
Mortgage balance
Lender or lien holder
Monthly payment
Date of final payment
d. Street address
City/Town
State
Zip
County
Date of purchase
Purchase price
Current value
Mortgage balance
Lender or lien holder
Monthly payment
Date of final payment
13. List all purchased and leased vehicles and other licensed assets. Include all automobiles, trucks, boats, RV’s, motorcycles, trailers, etc. Provide a copy
of your lender’s current statement indicating the monthly payment amount and the current balance due for each vehicle. Use additional pages if necessary.
a. Year
Make/model
Plate number
Mileage
Own
Lease
Date of purchase/lease Current value
Loan balance
Lender or lessor
Monthly payment
Date of final payment
b. Year
Make/model
Plate number
Mileage
Own
Lease
Date of purchase/lease Current value
Loan balance
Lender or lessor
Monthly payment
Date of final payment
c. Year
Make/model
Plate number
Mileage
Own
Lease
Date of purchase/lease Current value
Loan balance
Lender or lessor
Monthly payment
Date of final payment
d. Year
Make/model
Plate number
Mileage
Own
Lease
Date of purchase/lease Current value
Loan balance
Lender or lessor
Monthly payment
Date of final payment
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial