Form Ps 15 PDF Details

In an effort to increase transparency and ensure taxpayers have a clear understanding of how their money is being spent, the IRS has released Form Ps 15. This new form requires state and local government entities to report certain information regarding their finances. The goal is to help identify potential areas of waste and abuse, so that these government bodies can take corrective action. While the release of Form Ps 15 may seem like just another bureaucratic requirement, it's actually a good thing for taxpayers. By shedding light on where their money is going, they can be more confident that it's being used wisely. So if you're curious about your local government's financials, be sure to check out Form Ps 15.

QuestionAnswer
Form NameForm Ps 15
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesexpere bankers systems forms, how form ps 1583, form 15 ps, bankers systems forms

Form Preview Example

TO

 

 

 

TYPE OF CREDIT - CHECK THE APPROPRIATE BOX

(Name of Lender)

 

l

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Individual - If you check this box, provide Financial Information only about yourself.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

l

 

 

 

 

 

 

 

 

 

 

 

Relationship

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you check this box, provide Financial Information about

Joint, with

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

yourself and the other person.

PERSONAL FINANCIAL STATEMENT OF

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NOTE: Any willful misrepresentation could result in a violation of Federal Law (Sec. 18 U.S.C. 1014)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Birth

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

Statement Date

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

 

State/Zip

 

 

Social Sec. No.

 

 

 

Home Phone

 

 

No. of Dependents

 

 

 

Bus. or Occupation

 

 

 

 

 

 

 

 

 

Bus. Phone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NOTE: Complete all of Section II BEFORE Section I

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION I

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ASSETS

 

 

 

 

 

 

THOU-

 

HUN-

 

 

CENTS

 

 

 

 

 

 

LIABILITIES

 

 

 

 

THOU-

HUN-

CENTS

 

 

 

 

 

 

 

 

 

 

SANDS

 

DREDS

 

 

 

 

 

 

 

 

 

 

 

 

SANDS

DREDS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Cash On Hand & in Banks

 

 

Sec. II-A

 

 

 

 

 

 

 

 

 

 

 

21

Notes Due to Banks

 

Sec. II-A

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

Cash Value of Life Insurance

 

 

Sec. II-B

 

 

 

 

 

 

 

 

 

 

 

22

Notes Due to Relatives & Friends

Sec. II-H

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3

U.S. Gov. Securities

 

 

 

 

 

Sec. II-C

 

 

 

 

 

 

 

 

 

 

 

23

Notes Due to Others

 

Sec. II-H

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

Other Marketable Securities

 

 

Sec. II-C

 

 

 

 

 

 

 

 

 

 

 

24

Accounts & Bills Payable

 

Sec. II-H

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5

Notes & Accounts Receivable - Good

 

 

Sec. II-D

 

 

 

 

 

 

 

 

 

 

 

25

Unpaid Income Taxes Due - l Federal

l State

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6

Other Assets Readily Convertible to Cash - Itemize

 

 

 

 

 

 

 

 

 

 

 

26

Other Unpaid Taxes & Interest

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

27

Loans on Life Insurance Policies

 

Sec. II-B

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

28

Contract Accounts Payable

 

Sec. II-H

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

29

Cash Rent Owed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10

 

 

 

TOTAL CURRENT ASSETS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

30

Other Liabilities Due within 1 Year - Itemize

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11

Real Estate Owned

 

 

 

 

 

Sec. II-E

 

 

 

 

 

 

 

 

 

 

 

31

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12

Mortgages & Contracts Owned

 

 

Sec. II-F

 

 

 

 

 

 

 

 

 

 

 

32

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13

Notes & Accounts Receivable - Doubtful

Sec. II-D

 

 

 

 

 

 

 

 

 

 

 

33

TOTAL CURRENT LIABILITIES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14

Notes Due From Relatives & Friends

 

 

Sec. II-D

 

 

 

 

 

 

 

 

 

 

 

34

Real Estate Mortgages Payable

 

Sec. II-E

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15

Other Securities - Not Readily Marketable

Sec. II-C

 

 

 

 

 

 

 

 

 

 

 

35

Liens & Assessments Payable

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16

Personal Property

 

 

 

 

 

Sec. II-G

 

 

 

 

 

 

 

 

 

 

 

36

Other Debts - Itemize

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

17

Other Assets - Itemize

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

37

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

38

Total Liabilities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

19

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

39

Net Worth (Total Assets minus Total Liabilities)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

20

 

 

 

TOTAL ASSETS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

40

TOTAL LIABILITIES & NET WORTH

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ANNUAL INCOME

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ESTIMATE OF ANNUAL EXPENSES

 

 

Salary, Bonuses & Commissions

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Income Taxes

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dividends & Interest

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Taxes

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rental & Lease Income (Net)

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Insurance Premiums

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Alimony, child support, or separate maintenance income need not be revealed if

 

 

Mortgage Payments

 

$

 

 

 

 

you do not wish to have it considered as a basis for repaying this obligation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other income - Itemize

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rent Payable

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Provide the following information only if Joint Credit is checked above.

 

 

 

 

 

Other Expenses

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Persons Salary, Bonuses & Commissions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Alimony, child support, or separate maintenance income need not be revealed if

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

you do not wish to have it considered as a basis for repaying this obligation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other income of Other Person - Itemize

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GENERAL INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CONTINGENT LIABILITIES

 

 

Are any Assets Pledged?

l No l Yes (See Section II)

 

 

 

 

 

 

 

 

 

 

 

As Endorser, Co-maker or Guarantor

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Are you a Defendant in any Suits or Legal Actions? l No

l Yes

 

 

 

 

 

On Leases or Contracts

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Explain):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Legal Claims

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Have you ever been declared Bankrupt in the last 10 years?

l No

l Yes

 

 

Federal - State Income Taxes

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Explain):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other -

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION II

 

 

 

 

 

 

 

 

 

 

 

 

 

A CASH IN BANKS AND NOTES DUE TO BANKS

 

 

(List all Real Estate Loans in Section II-E)

 

 

 

 

 

 

 

 

 

 

 

NAME OF BANK

 

 

 

Type of Account

Type of Ownership

On Deposit

Notes Due Banks

COLLATERAL (If Any) & Type of Ownership

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash on Hand

(Complete Rest of Section II on Reverse Side)

TOTALS

$

$

$

(Enter Sec. 1 Line 1) (Enter Sec. 1 Line 21)

-Wolters Kluwer Financial Services - Bankers Systems* Form PS-15 2/26/2001

SECTION II Continued

B LIFE INSURANCE

(List only those Policies that you own)

 

 

 

COMPANY

 

Face of Policy

Cash Surrender Value

Policy Loan from

Other Loans

BENEFICIARY

 

Insurance Co.

Policy as Collateral

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

$

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTALS

$

$

(Enter Sec. 1 Line 2)

(Enter Sec. 1 Line 27)

CSECURITIES OWNED (Including U.S. Gov't Bonds and all other Stocks and Bonds)

Face Value - Bonds

DESCRIPTION

Type of

 

Market Value

Market Value

MARKET VALUE

Amount Pledged

COST

Not Readily Marketable

No. of Shares Stock

Indicate those Not Registered in Your Name

Ownership

U.S. Gov. Sec.

Marketable Sec.

to Secured Loans

 

SECURITIES

 

 

 

 

 

 

 

$

TOTALS

$

$

$

D NOTES AND ACCOUNTS RECEIVABLE

 

 

 

(Enter Sec. 1 Line 3) (Enter Sec. 1 Line 4) (Enter Sec. 1 Line 15)

(Money Payable or Owed to You Individually-Indicate by a if Others have an Ownership Interest)

MAKER/DEBTOR

 

When Due

 

 

Original Amount

Balance Due

Balance Due

Bal. Due Notes

SECURITY (If Any)

 

 

 

Good Accounts

Doubtful Accounts

Rel. & Friends

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTALS

$

$

$

(Enter Sec. 1 Line 5) (Enter Sec. 1 Line 13) (Enter Sec. 1 Line 14)

EREAL ESTATE OWNED (Indicate by a if Others have an Ownership Interest)

TITLE IN NAME OF

 

Description & Location

Date

Original

Present Value

Amount of

MORTGAGE OR CONTRACT PAYABLE

 

 

 

Acquired

Cost

of Real Estate

Ins. Carried

Bal. Due Payment

Maturity

To Whom Payable

 

 

 

 

 

 

 

 

 

 

Homestead-

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL

$

TOTAL $

F MORTGAGES AND CONTRACTS OWNED

 

(Enter Sec. 1 Line 11)

(Enter Sec. 1 Line 34)

 

 

(Indicate by a if Others have an Ownership Interest)

 

 

Cont.

Mtge.

 

 

MAKER

 

PROPERTY COVERED

Starting Date

Payment

Maturity

Balance Due

 

 

 

 

 

 

 

 

Name

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G PERSONAL PROPERTY

 

 

 

 

 

 

 

 

TOTALS $

(Indicate by a if Others have an Ownership Interest)

 

 

 

 

 

 

 

 

 

 

 

(Enter Sec. 1 Line 12)

DESCRIPTION

 

 

Date

Cost

 

Value

 

LOANS ON PROPERTY

 

 

 

 

 

 

 

 

 

 

When New

When New

 

Today

Balance Due

 

To Whom Payable

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Automobiles-

 

 

 

$

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL

$

 

 

 

 

(Enter Sec. 1 Line 16)

 

 

H NOTES (Other than Bank, Mortgage and Insurance Company Loans), ACCOUNTS AND BILLS AND CONTRACTS PAYABLE

 

PAYABLE TO

Other Obligors

When Due

Notes Due To

Notes Due 'Others'

Accounts & Bills

Contracts

COLLATERAL (If Any)

(If Any)

Rel. & Friends

(Not Banks)

Payable

Payable

 

 

 

$

TOTALS

$

(Enter Sec. 1 Line 22) (Enter Sec. 1 Line 23) (Enter Sec. 1 Line 24) (Enter Sec. 1 Line 28)

For the purpose of procuring credit from time to time, I/We furnish the foregoing as a true and accurate statement of my/our financial condition. Authorization is hereby given to the Lender to verify in any manner it deems appropriate any and all items indicated on this statement. In addition, each individual signing below authorizes the Lender to check their individual credit account and employment history and have a credit reporting agency prepare a consumer credit report on them. The undersigned also agrees to notify the Lender immediately in writing of any significant adverse change in such financial condition.

Date Signed

Signature

Signature

 

 

 

 

 

 

- Wolters Kluwer Financial Services - Bankers Systems*

Form PS-15 2/26/2001

(Other Person if Applicable)

How to Edit Form Ps 15 Online for Free

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This document will require some specific information; in order to guarantee accuracy, be sure to pay attention to the suggestions just below:

1. Start completing your form 15 ps with a number of essential blank fields. Collect all of the necessary information and make sure absolutely nothing is missed!

Filling out section 1 in bankers systems forms

2. The third stage is to complete all of the following fields: Personal Property, Other Assets Itemize, TOTAL ASSETS, Sec IIG, Other Debts Itemize, Total Liabilities, Net Worth Total Assets minus Total, TOTAL LIABILITIES NET WORTH, ANNUAL INCOME, ESTIMATE OF ANNUAL EXPENSES, Salary Bonuses Commissions, Dividends Interest, Rental Lease Income Net Alimony, Provide the following information, and Other Persons Salary Bonuses.

bankers systems forms conclusion process clarified (portion 2)

3. This next step will be straightforward - fill in all the fields in A CASH IN BANKS AND NOTES DUE TO, SECTION II List all Real Estate, NAME OF BANK, Type of Account, Type of Ownership, On Deposit, Notes Due Banks, COLLATERAL If Any Type of, Complete Rest of Section II on, TOTALS, Enter Sec Line, Enter Sec Line, Wolters Kluwer Financial Services, Form PS, and Cash on Hand in order to complete this process.

Completing section 3 in bankers systems forms

4. This next section requires some additional information. Ensure you complete all the necessary fields - COMPANY, Face of Policy, Cash Surrender Value, Policy Loan from, Insurance Co, Other Loans, Policy as Collateral, BENEFICIARY, C SECURITIES OWNED Face Value, Indicate those Not Registered in, DESCRIPTION, TOTALS, Enter Sec Line, Enter Sec Line, and Including US Govt Bonds and all - to proceed further in your process!

Filling out part 4 of bankers systems forms

Be extremely careful while completing Indicate those Not Registered in and Face of Policy, since this is where a lot of people make mistakes.

5. This document has to be finalized with this part. Here you'll see a comprehensive listing of form fields that require accurate information in order for your form submission to be complete: E REAL ESTATE OWNED, Indicate by a, if Others have an Ownership, TOTALS, Enter Sec Line, Enter Sec Line Enter Sec Line, TITLE IN NAME OF, Description Location, Date, Acquired, Original, Cost, Present Value of Real Estate, Amount of Ins Carried, and MORTGAGE OR CONTRACT PAYABLE.

bankers systems forms conclusion process outlined (step 5)

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