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