Get Personal Financial Statement - Truliant Federal Credit Union - Truliantfcu

Filling out the Personal Financial Statement for Truliant Federal Credit Union is an essential step in applying for credit. This guide will provide you with clear and supportive instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the Personal Financial Statement online.

1. Click ‘Get Form’ button to obtain the Personal Financial Statement and open it in the form editor.
2. Begin by entering your personal information, including your name, date of birth, social security number, and contact details in the designated fields.
3. Indicate how long you have resided at your current address and provide your driver’s license number along with its issue and expiration dates.
4. If you are applying jointly, fill out the joint applicant’s information, including their personal details and signature for joint credit.
5. Complete the financial summary section, ensuring you list all your assets and liabilities, and enter the totals in the summary table below.
6. Proceed to fill out the schedules for assets and liabilities, providing the required information for each category, including cash on hand, life insurance, and real estate.
7. Detail your sources of income, including your salary, bonuses, and any other income, along with contingent liabilities.
8. Review all entries carefully for accuracy and completeness, ensuring that all financial details reflect your current situation.
9. Once completed, you can save your changes, download a copy, print the form, or share it as needed.

Complete your Personal Financial Statement online today to streamline your credit application process.