Personal Financial Statement


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1436 W. Randolph Street, Ste. 300 Chicago, Illinois 60607 P: 312.275.3000 F: 312.275.8450 www.accionchicago.org

Personal Financial Statement Please complete one Personal Financial Statement for each household involved in the loan application. List only PERSONAL assets and debts; do not include those associated with the business. Attach additional sheet(s) if necessary.

Personal Assets

Detail

Value

Cash and checking accounts

Bank Name:

$

Savings accounts

Bank Name:

$

IRA or other retirement account

Broker:

$

Money owed to you

Debtor:

$

Life insurance – cash surrender value

Insurance company:

$

Stocks and bonds

Name of securities:

$

Real Estate A – current market value

Type of property, purchase date:

$

Real Estate B – current market value

Type of property, purchase date:

$

Automobile – resale value

Year/ make/model/mileage:

$

Other personal property and assets

Describe:

$ TOTAL PERSONAL ASSETS

Personal Liabilities

Creditor/ Loanholder Name

$

Monthly Amt

Balance

Loans from friends/ family

$

$

Credit card

$

$

Credit card

$

$

Credit card

$

$

Credit card

$

$

Credit card

$

$

Auto loan

$

$

Mortgage debt on real estate A

$

$

Mortgage debt on real estate B

$

$

Second mortgage

$

$

Student loans

$

$

Loan on life insurance

$

$

Unpaid taxes

$

$

Other debts

$

$

Co-signed loan balance

$

$

TOTAL PERSONAL LIABILITIES

$

ESTIMATED TOTAL NET WORTH (Total Assets minus Liabilities)

$

I/ w e hereby: ▪

Certify the information I/ w e have provided is true, correct and complete as of the stated date;



Authorize Accion Chicago to investigate and verify the above information;



Understand FALSE statements may result in forfeiture of benefits and possible prosecution by the U.S. Attorney General.

______________________________________________

__________________________________________

_____________________

Signature of Applicant

Applicant Print Name

Date of Signature

______________________________________________

__________________________________________

____________________

Signature of Spouse (if applicable)

Spouse Print Name

Date of Signature

1436 W. Randolph Street, Ste. 300 Chicago, Illinois 60607 P: 312.275.3000 F: 312.275.3010 www.accionchicago.org

Small Business Loan Application Addendum Intent to Apply for Joint Credit All loan applicants should complete the Small Business Loan Application. This includes any individual, trust, estate or other business entity requesting credit or the extension of credit as a borrower, co-borrower or guarantor. Co-Applicant information must be provided when the income or assets of a person or entity other than the applicant will be used as a basis for loan qualification.

INTENT TO APPLY FOR JOINT CREDIT WE INTEND TO APPLY FOR JOINT CREDIT YES

NO

Signature of Applicant

Applicant Name

Date of Signature

Signature of Co-Applicant (if applicable)

Co-Applicant Name

Date of Signature