Bbva Compass Financial Statement Page 2
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3SCHEDULE 3 - NOTES RECEIVABLE
COLLECTABLE?
DUE FROM
PRESENT BALANCE
RATE
MATURITY
PAYMENT TERMS
COLLATERAL
Yes or No
$0
TOTAL TO PAGE 1
** any additional notes receivable please use a separate sheet of paper
SCHEDULE 4 - LIFE INSURANCE AND ANNUITIES (Including employer provided)
NET CASH
POLICY LOAN?
PLEDGED?
COMPANY
FACE AMOUNT
CASH VALUE
BENEFICIARY
Yes or No
VALUE
Yes or No
0
TOTAL TO PAGE 1
** any additional life insurance or annuity accounts please use a separate sheet of paper
SCHEDULE 5 - NOTES PAYABLE (Excludes mortgages listed in Schedules 6)
DUE TO
PRESENT BALANCE
RATE
MATURITY
MONTHLY PAYMENT
COLLATERAL**
$0
TOTAL TO PAGE 1
** any additional accounts please use a separate sheet of paper
***IF YOU ARE A COMAKER, LIST THE LOAN IN THIS SCHEDULE AND STATE THE BORROWER’S NAME IN THIS COLUMN.
SCHEDULE 6 - REAL ESTATE
RELATED DEBT
(Star “*” amount if not personally liable)
#
MONTHLY PAYMENTS
CURRENT BALANCE
LIENHOLDER
MATURITY
RATE
1
2
3
4
5
6
$0
TOTAL TO PAGE 1
** any additional accounts please use a separate sheet of paper
SCHEDULE 6 - REAL ESTATE
continued
#
LOCATION (ADDRESS)
% OWNERSHIP
MARKET VALUE
1
2
3
4
5
6
$0
TOTAL TO PAGE 1
** any additional accounts please use a separate sheet of paper
NOTICE: LEAVING SPACES BLANK IS A STATEMENT OF “NONE”
PAGE 2
Initials __________________
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