legally separatedunmarried married : ma IFor Wisconsin residents only
AddressName of spouse
INDIVIDUAL FINANCIAL STATEMENT
IMPORTANT: Date and sign statement
(For Wisconsin residents only)
For the purpose of obtaining credit from Lender and any future credit granted by Lender, or to support the extension of credit already given, I make the
. This statement is Lender's property.following statement to Lender of my financial condition on
Name
COMPLETE ALL BLANKS, WRITING "NO" OR "NONE" WHERE NECESSARY
TOTAL LIABILITIES and NET WORTHTOTAL ASSETS
*For Married Wisconsin residents, name each spouse and include the income of each spouse.
**Income from Alimony, Child Support or Separate Maintenance income and income from medical insurance, disability or wage continuation insurance need not
be revealed
if you do not wish the Lender to consider this income on determining your creditworthiness.
Total Liabilities
Assets less Liabilities = Net Worth
COMPLETE SCHEDU LES ON THE FOLLOWING PAGES AND SIGN ON PAGE 5
Marital property means assets acquired with my or my spouse's income on or after 1-1-86; and
Individual property means property owned (whether in joint or sole name) by me prior to marriage, prior to establishing residence in Wisconsin, or prior to
1-1-86, however acquired, and property acquired by me by gift or inheritance at any time.
NOTICE TO MARRIED APPLICANTS: No provision of any marital property agreement, unilateral statement under § 766.59, Wis. Stats., or court decree under
§ 766.70, Wis. Stats., adversely affects the interest of the creditor unless the creditor, prior to the time the credit is granted or an open-end credit plan is entered
into, is furnished a copy of the agreement, statement or decree or has actual knowledge of the adverse provision.
INSTRUCTIONS FOR INFORMATION TO BE SUPPLIED BELOW:
Individual Credit. If a married applicant is applying for individual credit, complete this statement including all marital property and all individual
property of the applicant, but do not include individual property of the non-applicant spouse. Include all liabilities of both spouses. Only the
applicant must sign on page 5.
Joint Credit with spouse as joint applicant. If married applicants are applying for joint credit, include all assets and all liabilities of both spouses.
Both spouses must sign this statement.
Joint Credit with as joint applicant who is not your spouse. If a married applicant is applying for
joint credit with someone other than his or her spouse, each applicant must complete a separate statement as if applying for individual credit,
including all marital property and all individual property of the applicant. Do not include any individual property of the non-applicant spouse. Include
all liabilities of the applicant and the applicant’s spouse. Only the applicant must sign on page 5.
For purposes of this statement:
Cash on Hand and in Financial Institutions (Schedule A)
Gov't Securities (Schedule B-1)
Unlisted Securities (Schedule B-3)
Notes and Loans Receivable (Schedule F)
Homestead and Real Estate Owned (Schedule D)
Automobiles
Other Personal Property
Cash Value Life Insurance (Schedule C)
Securities Held by Brokers in Margin Accts.
Equity in Partnership
Equity in Proprietorship
Vested Pension Benefits or Profit Sharing
Other Assets: (Itemize Below)
*Salaries & Bonuses
Commissions
InterestDividends &
EstateReal
rehtO **
As Endorser, Co-Maker, or Guarantor
On Lease or Contracts
Legal Claims
Other (describe)
127 (2/20/20)
11031W. B. A.
© 2020 Wisconsin Bankers Association/Distributed by FIPCO®
Date of Financial Statement
(Schedule E-1) Notes Payable - Lenders/Secured
Notes Payable - Lenders/Unsecured (Schedule E-2)
Notes Payable Others (Schedule E-3)
Life Insurance Loans (Schedule C)
Due to Brokers
Accounts Payable
Unpaid Income Taxes
Real Estate Mortgage Payable (Schedule D)
Real Estate Taxes
Credit Cards
Other Debts (Itemize Below)
Page 1 of 5
ePDF
Address
To
")Lender("
Publicly Traded Securities (Schedule B-2)
ASSETS
LIABILITIES OF APPLICANT AND SPOUSE
SOURCES OF INCOME FOR YEAR ENDED
CONTINGENT LIABILITIES OF APPLICANT AND SPOUSE
SOURCES OF INCOME FOR YEAR ENDED
CONTINGENT LIABILITIES OF APPLICANT AND SPOUSE
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
DepositSchedule A - Cash, Checking Accounts, Savings Accounts, & Certificates of
Type
Name of Financial Institution
Amount
In Name Of:
PLEDGED
Schedule B-1 - U.S. Government Securities
FaceNo. of Shares or
Value (Of Bonds)
Description*
Owner
ValueMarket
*Indicates if Securities are Restricted By Contract or SEC Regulations.
NO YES
PLEDGED
NOYES
Schedule B-2 - Publicly Traded Securities
FaceNo. of Shares or
Value (Of Bonds)
Description*
Owner
ValueMarket
*Indicates if Securities are Restricted By Contract or SEC Regulations.
PLEDGED
NOYES
Schedule B-3 - Unlisted Securities
FaceNo. of Shares or
Value (Of Bonds)
Description*
Owner
ValueMarket
PLEDGED
NOYES
INDIVIDUAL FINANCIAL STATEMENT
Page 2 of 5
PERSONAL INFORMATION
Date of BirthSocial Security No. Home Telephone
Employer(s) of Applicant(s)
Are any assets pledged or restricted other than indicated on the following schedules? If so, describe.
Are you a defendant in any legal actions or suits? If so, describe.
Are you a partner or officer in any other venture? If so, describe.
No If so, name of Personal RepresentativeYes Do you have a will?
Have you ever been declared Bankrupt? If so, describe.
State ID Card) Name, No., State and Expiration DateDriver's License (or
Yes, and give Prior NameNo Changed Name on Driver's License or State ID Card in Past 5 Years
*Indicates if Securities are Restricted By Contract or SEC Regulations.
Schedule C - Life Insurance Carried, Include Group
Face Amount
Name of Company
Owner
Beneficiary
Loans
CASH SURRENDER
Value
Schedule E-1 - Notes Payable - Lenders/Secured
Name & Address of Lender
Date Made
Due
High Credit
Current
Balance
Borrower
Monthly
Payment
Schedule D - Real Estate Owned
Address & Type of Property
Owner
Mkt. Value
Insurance
Date
Acquired
Amount
Monthly $
Maturity
MORTGAGE
Cost
INDIVIDUAL FINANCIAL STATEMENT
Page 3 of 5
Schedule E-2 - Notes Payable - Lenders/Unsecured
Name & Address of Lender
Date Made
Due
High Credit
Current
Balance
Borrower
Monthly
Payment
Schedule F - Notes and Loans Receivable
Unpaid Amount
Name of Maker
Date Made
Security Pledged
Schedule E-3 - Notes Payable - Others
Name & Address of Lender
Date Made
Due
High Credit
Current
Balance
Borrower
Monthly
Payment
INDIVIDUAL FINANCIAL STATEMENT
Page 4 of 5
INDIVIDUAL FINANCIAL STATEMENT
Page 5 of 5
NOTICE: We may report information about your account to credit bureaus. Late payments, missed payments, or other defaults on your account may be
reflected in your credit report.
I certify that this financial statement is true and complete. I authorize Lender or its agents to verify the information obtain ed in this statement and to obtain
additional information concerning my financial condition, including, without limitation, consumer credit reports, although Lender may rely on this financial
statement without any further verification. I authorize Lender to furnish such information and any other credit experiences with me to others and to answer any
questions about my credit experience and other financial relationships with Lender, to the extent not prohibited by applicable law. I agree to notify Lender, in
writing, of any change that materially affects the accuracy of this statement.
It may be a crime punishable by a fine or imprisonment or both to knowingly make false statements concerning any of the above information, under provisions
of applicable federal and state law.
For married Wisconsin resident. I understand Lender may be required by law
to
give notice of any credit transaction to my spouse. The credit applied for, if
granted, will be incurred in the interest of my marriage or family.
X
X
X
Joint Applicant Spouse Signature (joint credit only)
Applicant Signature
(Date Signed)
Applicant Signature