Financial Statement

PERSONAL FINANCIAL STATEMENT

Date Prepared:_____________           Loan Number:______________

Borrower’s Name: _____________________________________________
Borrower’s Employer: _____________________________________________
Co-Borrower’s Name: _____________________________________________
Co-Borrower’s Employer: _____________________________________________
Daytime Phone Number: _____________________________________________
Number of Dependents: _____________________________________________
   
Property Address: Mailing Address (if different)
____________________________________ ____________________________________
____________________________________ ____________________________________
   
MONTHLY INCOME:  
Borrower’s monthly NET income: $_____________________
Co-Borrower’s monthly NET income: $_____________________
Other Income: Please circle below $_____________________
(Child support, Alimony, Rental, Other___________________)
DOWN PAYMENT TOWARDS DELINQUENCY $_______________
 
MONTHLY EXPENSES:
Monthly Payments:
                        Monthly Payment          Balance Owed:
Mortgage Payment: $______________
Child Care: $______________
Alimony/Child Support $______________
Telephone: $______________
Cell Phone/Pager: $______________
Gas/Oil: $______________
Electricity: $______________
Trash/Sewer: $______________
Food: $______________
Water: $______________
Auto Insurance: $______________
Transportation/Gas $______________
Life Insurance: $______________
Cable/Satellite: $______________
Clothing: $______________
Prescriptions: $______________
2nd Mortgage: $______________      $______________ 
Other Mortgage: $______________      $______________ 
Rent Paid: $______________      $______________ 
Doctor Bills: $______________      $______________ 
Hospital Bills: $______________      $______________ 
Auto Loan Pmt: $______________      $______________ 
Auto Loan Pmt: $______________      $______________ 
*Homeowner Ins: $______________      $______________ 
*Property Taxes: $______________      $______________ 
 
   
*If not included in Mortgage Payment
   
   
 
OTHER MONTHLY EXPENSES (Example: Credit Cards, Department Store Cards, IRS Lien):
Paid To:                          Balance: Monthly Payment:
1.____________________$_________________ $__________________________
2.____________________$_________________ $__________________________
3.____________________$_________________ $__________________________
If more space is necessary, please continue list on additional paper.
 
The information submitted in this personal financial statement is true, correct and complete in all material respects.
The information and documentation provided does not omit any material fact or matter that makes the information
or documentation presented misleading.
 
_____________________________________________________________________________________________
Borrower Signature                                Date                            Co-Borrower Signature                  Date
 
 
revised 4/17/08
 

Provided by: David & Wendy Lockhart | Direct: 727-239-2323 | 6400 4th St. North, St. Pete, Florida 33702 | info@homesforsalestpete.com
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