Get Wi Covantage Credit Union Business Financial Statement 2018-2025

This guide provides a clear and structured overview for users on how to fill out the WI CoVantage Credit Union Business Financial Statement online. By following these steps, users will successfully complete the form with confidence and accuracy.

Follow the steps to effectively complete the financial statement.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by completing Schedules 1 to 4, as applicable. These schedules provide detailed breakdowns of your cash, machinery, real estate, and term debts. Ensure you accurately report all necessary financial information.
3. Once you have filled out the individual schedules, carry forward the totals from each schedule to the appropriate sections on the Balance Sheet. This ensures that your total assets and liabilities reflect the information you provided.
4. Review the Balance Sheet and fill in the relevant information for items that do not have corresponding schedules. Be meticulous in detailing your financial condition, ensuring that every aspect is accurately represented.
5. At the beginning of the form, include the financial condition date. This date represents when the statement is applicable and is crucial for the validity of your submission.
6. Sign and date the form below the Balance Sheet to affirm that the information provided is true and complete. This step is vital, as it authorizes the credit union to verify the information disclosed.
7. Finally, after completing all fields, you can save changes, download a copy, print it, or share the form as needed. Make sure to keep a copy for your records.

Complete your documents online with ease by following these instructions.