Get Operating Statement Template - Commercial - Onewest Bank

This guide provides a comprehensive overview of the Operating Statement Template used by OneWest Bank for commercial properties. By following the steps outlined below, users can efficiently complete the form online, ensuring all necessary information is accurately captured.

Follow the steps to complete the Operating Statement Template online.

1. Click ‘Get Form’ button to obtain the template and open it for editing.
2. In Section 1, fill out the property information, including the property address, number of vacant units, city, total number of units, state, zip code, and loan number.
3. Next, provide the operating history for the previous year and the current year-to-date. You can fulfill this requirement by either completing Section 3, attaching your own itemized operating history, or including the Schedule E or Form 8825 from your Federal Income Tax Return.
4. After providing the necessary operating history, proceed to Section 2 to certify the information. Sign, date, and print your name and title in the designated fields.
5. Once all sections of the form are completed, ensure to save any changes made. You can then download, print, or share the completed Operating Statement Template as needed.

Complete your documents online to streamline your property management process.