Personal Financial Statement

If you have not already completed a YachtCloser Financial Loan Application, please complete before submitting your personal financial statement. Minimum Loan: $25,000

Assets

  • Asset Name
  • Financial Institution
  • $
  • Cash in Checking

  • Cash in Savings

  • Money Markets

  • Stocks and Bonds

  • Mutual Funds

  • Other Liquidity

  • Cash in Business

  • IRA/ 401K/ Roth

  • Non Marketable

  • Non Marketable

  • Real Estate
  • Property Location
  • Income
  • Present Value
  • Present Home

  • Other Homes/ RE

  • Other Homes/ RE

  • Other Homes/ RE

  • Trust Value

  • Business Value

  • Vehicle(s) - Combined

  • Current Boat

  • Household Goods

  • Other Non-Titled Assets (describe)

Liabilities

  • Name Of Liability
  • Financial Institution
  • $
  • PMT
  • Notes Payable Sec

  • Notes Payable Sec

  • Boat Loan

  • Notes Unsecured

  • Notes Unsecured

  • Notes Unsecured

  • Notes Unsecured

  • Notes Unsecured

  • Other Notes Due

  • Other Notes Due

  • Other Notes Due

  • Other Notes Due

  • Other Notes Due

  • Real Estate Mtgs.

  • Real Estate Mtgs.

  • Real Estate Mtgs.

  • Real Estate Mtgs.

  • Real Estate Mtgs.

  • Other Debts ( Rev.)

  • Other Debts ( Rev.)

  • Other Debts ( Rev.)

  • Other Debts ( Rev.)

  • Other Debts ( Rev.)

  • Total Assets

  • $0

  • Total Liabilities

  • $0

  •  
  • Net Worth

  • $0

  •  
  • Name *

  • Email Address *

I (We) confirm that the information provided is complete and accurate to the best of my/our knowledge. I (We) authorize YachtCloser Financial and its affiliated lending institutions to utilize the information within this personal financial statement in conjunction with my/our loan application. I (We) authorize YachtCloser Financial and its affiliated lending institutions to obtain and verify information in connection with my/our application including credit investigation, employment history and any other information necessary to evaluate this loan application.

PATRIOT ACT NOTICE: To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. For the purposes of this section, account shall be understood to include loan accounts.

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