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 any bank, credit union, other lender and their respective service providers, if they receive this personal financial statement and my/our loan application, to use the information for evaluating my/our request for credit. I (We) authorize any such bank, credit union, other lender and their respective service providers to obtain and verify information in connection with my/our application, including information they obtain and verify through credit bureaus, employers, other financial institutions, and other legitimate sources of any information they may need to evaluate my/our application and this personal financial statement.

PATRIOT ACT NOTICE: Important Information About Procedures for Opening a New Account. 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. What this means for you: When you open an account, financial institutions will ask you for your name, address, date of birth, and other information that will allow the institution to identify you. The financial institution may also ask to see your driver’s license or other identifying documents.

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