Get Cm-2 (rev. 2024), Statement Of Financial Condition And Other Information

This guide provides step-by-step instructions for filling out the CM-2 (Rev. 2024) form, which is essential for individuals to report their financial condition to the State of Hawaii. Follow these clear instructions to ensure accurate completion of the form online.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to access the CM-2 (Rev. 2024) online and open it in your chosen editor.
2. Begin by completing Section I, General Information. Fill in your home phone number, marital status, Social Security numbers for both the taxpayer and spouse, birth dates, any other names or aliases, and the names and addresses of dependents living in your household.
3. Move to Section II, Employment Information. Provide the taxpayer’s employer or business details, including name, address, how long employed, occupation, and business phone number. Repeat the same for the spouse.
4. In Section III, General Financial Information, list all your bank accounts, including institution name, address, type of account, account number, and balance. Ensure you include all relevant accounts.
5. Continue in Section III by detailing charge cards and lines of credit. Provide type of account or card, name and address of the financial institution, monthly payment, credit limit, amount owed, and credit available.
6. Report on safe deposit boxes, real and lease property, life insurance, and securities. For each, provide the necessary details as specified in the form.
7. In Section IV, Asset and Liability Analysis, list your assets along with their current market value, liabilities, balance due, and equity in each asset, following the structured format provided.
8. Finally, complete Section V, Monthly Income and Expense Analysis. Document gross income, necessary living expenses, net income, and any other income or expenses, ensuring a clear overview of your financial situation.
9. Once all sections are completed, review your entries for accuracy. The form should then be saved and can be downloaded, printed, or shared as required.

Complete your CM-2 (Rev. 2024) form online today!