Bbva Compass Financial Statement

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FORM MUST BE SAVED TO YOUR COMPUTER TO COMPLETE
Confidential
Financial Statement as of
NAME
DATE OF BIRTH
EMPLOYER
YEARS
HOME ADDRESS WITH ZIP CODE
SSN
OCCUPATION POSITION
YEARS
SPOUSE NAME (If married see Note 1 below)
DRIVER'S LICENSE # & STATE
PHONE
OFFICE PHONE
ASSETS
Complete schedules below to autopopulate
(OMIT CENTS)
LIABILITIES
Complete schedules below to autopopulate
$0
CASH
In this Bank
REAL ESTATE PAYABLE
(Schedule 1)
(Schedule 6)
$0
$0
In Other Institutions
SECURITIES
ACCOUNTS PAYABLE
Marketable, Not Publically Traded,
(Schedule 2)
Retirement or IRA
$0
NOTES PAYABLE
(Schedule 5)
$0
ACCOUNTS RECEIVABLE
$0
NOTES RECEIVABLE (Schedule 3)
ESTIMATED CREDIT CARD BALANCE
$0
NET CASH VALUE OF INS. & ANNUITIES (Schedule 4)
TAXES
Income Taxes
OWING
Other Taxes
REAL ESTATE MARKET VALUE (Schedule 6)
$0
OTHER LIABILITIES
EQUIPMENT & OTHER BUSINESS ASSETS
(Itemize on page 3 in Remarks Section)
$0
PERSONAL PROPERTY & AUTOMOBILES
TOTAL LIABILITES
OTHER ASSETS
(Itemize on page 3 in Remarks Section)
PERSONAL NET WORTH
$0
$0
TOTAL ASSETS
(Assets less Liabilities)
Note 1. Spouse information need not be revealed unless you reside in AZ, CA, ID, LA, NV, NM, TX, WA, WI or other community property states.
Note 2. Alimony, child support or separate maintenance income need not be revealed unless you wish to have them considered as a basis for repaying the requested credit.
NOTICE: LEAVING SPACES BLANK IS A STATEMENT OF “NONE”
SCHEDULE 1 - DEPOSIT ACCOUNTS
(IN THIS BANK)
Pledged?
Restricted?
NAME ON ACCOUNT*
ACCOUNT NUMBER
BALANCE
TYPE OF ACCOUNT
Yes or No
Yes or No
$0
*If other than yourself, please provide explanation in Additional Remarks Section
** any additional accounts please use a separate sheet of paper
SCHEDULE 1 - DEPOSIT ACCOUNTS
(OTHER INSTITUTIONS)
Pledged?
Restricted?
NAME ON ACCOUNT*
BANK NAME
BALANCE
TYPE OF ACCOUNT
Yes or No
Yes or No
$0
*If other than yourself, please provide explanation in Additional Remarks Section
** any additional accounts please use a separate sheet of paper
SCHEDULE 2 - STOCKS, BONDS, RETIREMENT AND/OR IRA
(MARKETABLE OR NOT PUBLICALLY TRADED)
NAME OF ISSUER
MARKET VALUE
PLEDGED?
RESTRICTED? Yes or No
Yes or No
** any additional securites or retirement accounts please use a separate sheet of
$0
paper
NOTICE: LEAVING SPACES BLANK IS A STATEMENT OF “NONE”
PAGE 1
Initials __________________

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