Get Financial Statement - Douglas Elliman Property Management

The Financial Statement - Douglas Elliman Property Management is an essential document that outlines the financial condition of applicants and co-applicants. This guide provides a clear, step-by-step approach to accurately complete the form online, ensuring that users can present their financial status effectively.

Follow the steps to fill out the Financial Statement online:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the details of the applicant and co-applicant in the designated fields at the top of the form. Ensure that all names and addresses are accurate.
3. Proceed to indicate the date on which the financial statement is being submitted. This is essential for record-keeping purposes.
4. In the 'ASSETS' section, provide details about cash in banks, money market funds, and investments as specified in the form. Complete each sub-section regarding stocks, bonds, and other assets by referring to the corresponding schedules.
5. Move to the 'LIABILITIES' section and detail any outstanding debts including notes payable, mortgages, personal loans, and any other liabilities. This will help establish a complete picture of financial obligations.
6. Next, tabulate your sources of income on a monthly basis. Include base salary, bonuses, dividends, and any other forms of income. Accurate reporting is vital for the overall assessment.
7. Once you have entered all required information, review the 'PROJECTED EXPENSES' section. List regular expenses associated with living costs such as maintenance and loan payments.
8. Complete the 'GENERAL INFORMATION' section, ensuring all personal bank accounts and contingent liabilities are appropriately documented.
9. For each 'ITEMIZED SCHEDULE', provide detailed information about accounts, stocks, real estate, and liabilities as requested. This includes figures for account balances and property values.
10. Finally, review the entire form to ensure that all entries are complete, truthful, and accurate. Save your changes, and once satisfied, you may download, print, or share the form as needed.

Take the next steps to complete your financial statement online today!