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Get NCIS Personal Financial Statement

Personal Financial Statement Full Name Date This form is also available at http //www. ncis. navy. mil/securitypolicy/DONCAF/Pages/default.aspx Monthly Income Gross Salary Net Salary take home Spouse s Gross Income Spouse s Net Salary Other Income Total Net Monthly Income Assets Real Estate Retirement Accounts Car/Boat/Vehicles etc. Stocks/Bonds Checking/Savings Miscellaneous Total Assets Monthly Expenses Housing Primary Mortgage/Rent Mobile Home s HOA Fee Mortgage Investment/Add l Home Home Equity Loan Insurance Life Disability Renters/Fire Medical/Health Other Insurance Insurance Subtotal Housing Subtotal Education Utilities Tuition/Fees Books Supplies Other specify Education Subtotal Electric Water/Sewer LP Gas/Fuel Oil/Nat Gas Trash Service Cable/Satellite TV Internet Service Home/Mobile Phone Utilities Subtotal Medical Doctor Dentist Vet Pet Supplies Medication Medical Subtotal Entertainment Movies/Plays/Theater Clubs/Sports/Hobbies Gifts Personal Allowances Barber/Salon Cigarettes/Tobacco Clothing Family Inc Uniforms Dry Cleaning/Laundry Clothing Subtotal Charity Donations Personal Subtotal Food Groceries Dining Out/Delivery School/Work Lunches Food Subtotal Automobile Fuel Repairs/Tires Etc Taxes Taxi/Van Pool/Parking Toll Road Automobile Subtotal Other Expenses Alimony Child Support Child Care Elder Care Family Support Pet Grooming/Kennel Other Not Listed Other Subtotal Total Monthly Expenses List all expenses/debts to include but not limited to loans against 401k plans or similar retirement accounts auto loans/leases recreational vehicles boats motorcycles timeshares student loans family loans credit union s finance company ies bank loans signature loans and credit cards. List each account separatley by name of person company/firm* Include all debts for which you are obligated as a co-signer. Do not include in this section mortage second mortages home equity loans etc this should be included in the housing section* Continue on a separate sheet of paper if necessary. Debt Name Amount Owed Monthly Payment TOTALS Monthly Living Expenses Monthly Debt Payments Remainder. List each account separatley by name of person company/firm* Include all debts for which you are obligated as a co-signer. Do not include in this section mortage second mortages home equity loans etc this should be included in the housing section* Continue on a separate sheet of paper if necessary. Do not include in this section mortage second mortages home equity loans etc this should be included in the housing section* Continue on a separate sheet of paper if necessary. Debt Name Amount Owed Monthly Payment TOTALS Monthly Living Expenses Monthly Debt Payments Remainder. List each account separatley by name of person company/firm* Include all debts for which you are obligated as a co-signer. Do not include in this section mortage second mortages home equity loans etc this should be included in the housing section* Continue on a separate sheet of paper if necessary. Debt Name Amount Owed Monthly Payment TOTALS Monthly Living Expenses Monthly Debt Payments Remainder. .

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