Page 2 of 6
Section 2
Business Asset Information
Gather the most current statement from banks, lenders on loans, mortgages
, monthly payments, loan balances, and
(including second mortgages)
accountant's depreciation schedules, if applicable. Also, include make/model/year/mileage of vehicles and current value of business assets. To
estimate the current value, you may consult resources like Kelley Blue Book ( ), NADA
, local real estate postings of
( )
properties similar to yours, and any other websites or publications that show what the business assets would be worth if you were to sell them. Asset
value is subject to adjustment by IRS. Enter the total amount available for each of the following
.
(if additional space is needed, please include attachments)
If any line item is zero or less, enter "0". Do not enter negative numbers on this form.
Cash
Checking
Savings
Money Market
Online Account
Stored Value Card
Bank Name
Account Number
(1a) $
Checking
Savings
Money Market
Online Account
Stored Value Card
Bank Name
Account Number
(1b) $
Checking
Savings
Money Market
Online Account
Stored Value Card
Bank Name
Account Number
(1c) $
Total value of bank accounts from attachment
(1d) $
Add lines (1a) through (1d) =
(1)
$
Investment Account:
Stocks
Bonds
Other
Name of Financial Institution
Account Number
Current Market Value
Less Loan Balance
= (2a) $
$
X .8 = $
– $
Investment Account:
Stocks
Bonds
Other
Name of Financial Institution
Account Number
Current Market Value
Less Loan Balance
(2b) $
$
X .8 = $
– $
=
Total of investment accounts from attachment. [current market value X.8 less loan balance(s)]
(2c) $
Add lines (2a) through (2c) =
(2)
$
Notes receivable
Do you have notes receivable?
Yes
No
If yes, attach current listing which includes name and amount of note(s) receivable.
Accounts Receivable
Do you have accounts receivable?
Yes
No
If yes, you may be asked to provide a list of name and amount of the Account(s) Receivable.
433-B (OIC)
Catalog Number 55897B
Form
(Rev. 5-2012)