Get Individual Financial Statement - First Alliance Credit Union

Completing the Individual Financial Statement for First Alliance Credit Union online is a crucial step for members applying for a loan. This guide provides detailed instructions to ensure you fill out the form accurately and efficiently.

Follow the steps to complete the Individual Financial Statement online:

1. Click ‘Get Form’ button to download the Individual Financial Statement and open it in your preferred document editor.
2. Begin by filling out the member name, date of birth, and zip code in the designated fields at the top of the form. Ensure that all details are accurate.
3. Next, provide your current address in the appropriate section.
4. Indicate whether you are applying for the loan individually or jointly by checking the applicable box. If you are applying jointly, list the names of any other persons or legal entities involved.
5. If applicable, disclose your marital status by checking the appropriate option, and provide details about your co-applicant, if any.
6. Fill in your social security number, driver's license number, occupation, home phone, and credit card information as required.
7. Detail your income sources, including salary and any additional income. Make sure to specify whether you receive alimony, child support, or separate maintenance payments and the corresponding details.
8. Provide information about your dependents and any trust or will you have established.
9. Report on any guaranteed loans or endorsements, and indicate if you have any contingent liabilities or legal actions against you in the past seven years.
10. In the assets and liabilities section, list all relevant financial details. Make sure to categorize them into appropriate schedules: assets (including accounts, loans, stocks, and real estate) and liabilities (such as credit accounts and loans payable).
11. Calculate total assets and total liabilities to find your net worth. Enter these totals in the section provided.
12. Finally, review the signatures and affirmation section. Confirm that all information is accurate and sign the document. If applicable, obtain the consent of any person whose income you are relying on.
13. Once complete, you can save your changes, download, print, or share the form as needed.

Complete your Individual Financial Statement online today and take the next step towards your loan application.