Get Personal Financial Statement - Financial Security Bank

Completing the Personal Financial Statement for Financial Security Bank is an important step in applying for credit. This guide will provide you with detailed, step-by-step instructions on how to accurately fill out the form online.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the digital editor.
2. Identify whether you are applying for individual credit or joint credit by checking the appropriate box. Provide the relevant initials if applying jointly.
3. Fill in the applicant's personal information, including full name, street address, city, state, zip code, county, and driver's license information. Indicate whether you own or rent your residence, and include the date you moved in.
4. Complete your email, social security number, date of birth, and phone numbers. Provide your employment details, including employer name, address, position or title, and the length of time you have been employed there.
5. Select your marital status by marking the appropriate option: unmarried, married, or separated.
6. If applicable, fill in the co-applicant's information in the same manner as the applicant's, including personal and employment details.
7. Proceed to complete Schedules 1 through 6, providing detailed asset and liability information as instructed on the subsequent pages. Ensure all amounts are rounded to the nearest dollar.
8. Review your financial information such as cash accounts, marketable securities, retirement accounts, other assets, and all liabilities including loans and credit debts.
9. Calculate total assets, total liabilities, and net worth, ensuring to clearly indicate your calculations.
10. Make sure to answer all questions regarding liabilities and provide explanations when necessary. This includes disclosing any past bankruptcies or legal actions.
11. To finalize the form, affirm that the information is accurate, and provide applicant and co-applicant signatures, along with the date.
12. Once completed, you may save your changes, download a copy, print the form, or share it as needed.

Complete your Personal Financial Statement online today to secure your financial future.