Get Assets And Liability Fillable Form

The Assets And Liability Fillable Form is a crucial document for reporting your financial position accurately. This guide provides a clear and straightforward approach to completing the form online, ensuring that all necessary information is included and correctly formatted.

Follow the steps to fill out the Assets And Liability Form online:

1. Click ‘Get Form’ button to access the form and open it in the online editor.
2. Fill in your agent's name and phone number at the top of the form.
3. Provide your company name as prompted.
4. Detail the three largest jobs currently underway by listing: the owner or general contractor’s name, the contact person along with their phone number, the date, the kind of work, and the location.
5. List the five largest accounts receivable as of the date specified. Include details such as the name of the account, project number(s), the amount owed, the percentage overdue, the contract price, the completion date, and the contact person who knows about the account.
6. Indicate whether any accounts receivable have been pledged or assigned by selecting yes or no and providing details if applicable.
7. For the five largest accounts payable, provide the necessary details similar to the accounts receivable section, including names, project numbers, amounts owed, and contacts.
8. Enter your current banking information, including the bank name, phone number, bank officer details, account number, and amount on deposit.
9. Record any established bank line of credit along with the current portion borrowed and the collateral securing it.
10. Gather and input banking information for the owners of the company, including the bank name, phone number, account number, and owner details.
11. For underwriting updates, provide information regarding any changes in ownership, business organization, address or phone number, insurance carrier, and any important financial changes.
12. Answer the questions regarding failures or issues since the last submitted questionnaire, marking yes or no appropriately.
13. Ensure to provide a printed name, signature, title, and date at the end of the form.
14. Once the form is completed, save your changes, download the document, print it, or share it as needed.

Ensure your financial details are accurately reported and complete your form online today.