BORRO WER F INANCIAL STA TEMEENT Loan
BORROWER FINANCIAL STATEMENT
Loan #
Borrower's Name
BORROWER
Social Security #
Home Phone #
Mailing Address
Do you occupy the property?
Yes
No
Is it a rental?
Yes
N o
Real Estate Agent's Name:
Real Estate Agent's Phone:
Have you filed
If Yes,
bankruptcy?
Yes
No
Chapter 7 Chapter 13
Employer ? Borrower
Co-Borrower's Name
CO-BORROWER
Work #
Social Security #
Home Phone #
Work #
Property Address
If so, what is the monthly rental income?
Is the property listed If so, with whom? for sale?
Yes
No
Credit Counseling Representative:
Filing Date:
Credit Counseling Rep's Phone: Attorney's Name:
Attorney's Phone:
EMPLOYMENT
How Long?
Employer ? Co-Borrower
Are there other liens on the property?
Yes
No
How Long?
Monthly Income ? Borrower
Wages
$
Unemployment Income
$
Child Support/Alimony*
$
Disability Income
$
Rents Received
$
Less: Federal & State Tax, FICA
$
Less: Other Deductions (401K, etc.)
$
TOTAL
Monthly Expense (All Borrowers)
Type
1st/2ndMortgage Other Mortgages Homeowner's Association Auto Loan #1 Auto Loan #2 Charge Cards Installment Loans Transportation (gas, bus, etc.) Car Insurance Debt Counselors Family Medical Food Utilities Cell/Phone Educational Child Care Other Other
Estimated Costs
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Confirmed Amount
$ $ $ $ $ $ $ $ $ $ $ $
TOTAL
Monthly Income ? Co-Borrower
Wages
$
Unemployment Income
$
Child Support/Alimony*
$
Disability Income
$
Rents Received
$
Less: Federal & State Tax, FICA
$
Less: Other Deductions (401K, etc.) $
TOTAL
Assets & Liabilities (All Borrowers)
Type
Checking Account(s) Savings/Money Market Stocks/Bonds/CD's IRA/Keogh Accounts 401K/ESOP Accounts Home Other Real Estate Cars Other
$ $ $ $ $ $ $ $ $ TOTAL
Estimated Value
*Notice: Alimony, child support or separate maintenance income need not be revealed if the borrower or co-borrower does not choose to have it considered for repaying this loan.
"I agree as follows: My lender may discuss, obtain and share information about my mortgage and financial situation with third parties regarding a possible alternative to foreclosure. Negotiations for a possible foreclosure alternative will not constitute a waiver of or defense to my lender's right to commence or continue any foreclosure or other collection action and an alternative to foreclosure will be provided only if an agreement has been approved in writing to my lender. The information herein is an accurate statement of my financial status. I authorize verification or re-verification of any information contained herein either directly or through a third party, including but not limited to a credit reporting agency, from any source named in this Financial Statement."
Submitted this
day of
By: Signature of Borrower
By:
Date
Signature of Co-borrower
Date
................
................
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