Get Financial Information Sheet - Top Producer Website

The Financial Information Sheet serves as a critical document in the process of securing a contract for a property. This guide provides users with clear and concise steps to effectively complete the form online, ensuring all necessary information is accurately recorded.

Follow the steps to fill out the Financial Information Sheet efficiently.

1. Click the ‘Get Form’ button to access the Financial Information Sheet, allowing you to retrieve the form for online completion.
2. Begin filling out the Buyer section, providing your full name, residence phone number, business phone number, and any other relevant contact information.
3. Enter your current address along with the number of years you have lived there, followed by your mortgage details or monthly rent expenses.
4. Continue by detailing your previous address and your current occupation, including your position and title as well as the number of years you have been employed at your current job.
5. Fill out the Co-Buyer section in the same manner as the Buyer section, if applicable, ensuring all contact and employment information is complete.
6. Complete the GROSS ANNUAL INCOME section by providing details of various income sources, including base salary, overtime, bonuses, and other relevant income streams.
7. List your assets, specifying the current value of any residences, bank accounts, stocks, bonds, and life insurance cash values.
8. Document your liabilities, including outstanding debts such as loans and credit obligations, and ensure you provide the total amount.
9. Answer the questions regarding bankruptcies, judgments, or any other conditions that may affect your mortgage application.
10. Finally, review all entered information for accuracy, then sign and date the form to certify that the details are truthful. You may also choose to save changes, download, print, or share the form as needed.

Complete the Financial Information Sheet online to streamline your property transaction process.