48 Hour Personal Financial Statement
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Applicant is
Married
Single
Separated
If married the financial statement is:
Completed Jointly
Not Completed Jointly
Individual
Co-Partnership
Corporation
Name
Address
# Street Name St./Ave.
City/State/Zip
AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY
Social Security #
Email
Statement of Assets and Liabilities as of:
Month
January
February
March
April
May
June
July
August
September
October
November
December
Year
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
* ASSETS
* LIABILITIES
Cash
Due to Banks (unsecured)
Stocks, bonds, etc
Credit Cards
Accounts Receivable
Taxes
Notes Receivable
Accounts Payable
Vehicles
Notes Payable
Equipment
Due on Inventory
Home
Due on Real Estate
Real Estate
Other Liabilities
IRA
Total Liabilities
Other Assets
Net Worth
TOTAL ASSETS
TOTAL LIAB. and NET WORTH
* Additional information may be required to verify balances over $10,000.
SOURCES OF INCOME FOR YEAR ENDED
OTHER LIABILITIES
Salary, bonuses & commissions
$
Do you have any contingent liabilities?
No
Yes
If Yes, explain
Dividends
$
Real Estate Income
$
Other income 1
$
Endorser, co-maker of guarantor?
$
Other income 2
$
On Leases or contracts?
$
Other income 3
$
Legal Claims (Judgments, etc)
$
Other income 4
$
Other special debt
$
TOTAL
$
Amount of contested tax liens
$
Are any assets owned by a trust?
No
Yes
If Yes, describe
Ever declared bankrupt?
No
Yes
If Yes, explain
Do you have a will?
No
Yes   If Yes,
Name the executor
Are you a defendant in any suits or legal action?
No
Yes
If Yes, explain
Are you a partner or officer in any other venture?
No
Yes
If Yes, describe
Are any assets pledged?
No
Yes
If Yes, explain
Any other obligations, alimony, child support, etc?
No
Yes
If Yes, explain
Income tax paid through Year
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
Name your personal bank
Any person who knowingly and with intent to injure, defraud, or deceive any insurer files a statement of claim or application containing any false, incomplete, or misleading information is guilty of a felony per state statute.
By submitting information through this site, I authorize you and/or the surety to contact the individuals and companies given as references or other sources to gather information on the credit, character and capacity of the individuals and the company.
Name:
Title:
Date:
Press the Submit button below to submit your financial statement, or you can fax or email both your personal and corporate financial statements to:
fax (561) 997-7087 or email to:
bonds@beacongroupinc.com
. or call 1-800 545-9007 ext. 133
Richard S. Wurst, ARM, AAI - License D048332
(Office use only)
To send the above information
, press the submit button below, even if you are not going to fill out our on-line financial statement.
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