Get Personal Financial Statement Form - South County Economic ...

Filling out the Personal Financial Statement Form is an essential step in applying for credit through the South County Economic Development Council. This guide provides clear and concise instructions to help you complete the form accurately and efficiently online.

Follow the steps to fill out the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in your personal information, including your name, address, and contact details. Be sure to specify how long you have resided at your current address, and provide your employment information as well.
3. Indicate your marital status by checking the appropriate box. You can also specify the type of account you are applying for, whether it is an individual or joint account.
4. Provide detailed financial information, including the total number of dependents and their ages. Make sure to include the dates of birth for yourself and any co-applicant.
5. Complete the asset section, entering values for cash, real estate, vehicles, and other personal property as indicated. Ensure that you total these values accurately.
6. Fill out the liabilities section, including debts and other financial obligations. List each liability and its corresponding balance to maintain clarity in your financial overview.
7. Complete the income and expenses section with your annual income and expenditures. This includes salaries, rental incomes, as well as regular expenses such as taxes and insurance.
8. Address any mandatory response questions, providing details where applicable. This includes queries about previous borrowing, assets held in trust, and any pending lawsuits.
9. Review your completed form for accuracy and ensure all required fields are filled out. This is crucial for the successful processing of your application.
10. After confirming that all information is correct, save your changes, and consider downloading or printing a copy for your records. You may also choose to share the completed form as needed.

Start the process now by completing your Personal Financial Statement Form online.