Get First Trust & Savings Bank Personal Financial Statement

Completing the First Trust & Savings Bank Personal Financial Statement online is a straightforward process designed to help you present your financial information clearly. This guide provides detailed steps to assist you in filling out each section of the form accurately.

Follow the steps to complete your personal financial statement.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Section 1, where you will provide your individual information, including your name, residence address, city, state, zip, position or occupation, and contact details.
3. If you are applying for joint credit, navigate to Section 2 and fill out the other party's information, including their name, address, employment details, and contact information.
4. Proceed to Section 3, which is the statement of financial condition. Enter your assets and liabilities in the designated fields, ensuring to omit cents and not include assets of doubtful value.
5. For assets, list cash on hand, securities, real estate, and other assets. Similarly, detail your liabilities like notes payable and unpaid taxes.
6. Complete the sources of income for the year, indicating salary, bonuses, dividends, and any other income. Specify if you rely on alimony or child support, and indicate how these are documented.
7. Respond to questions regarding contingent liabilities, legal obligations, and any past bankruptcy declarations as applicable.
8. If applicable, fill out any schedules (A, B, C, D, E) related to your securities, real estate, and insurance.
9. Review all entries for accuracy before finalizing your form. Once complete, you can save changes, download, print, or share the form as needed.

Complete your personal financial statement online today for a smoother application process.