Embarking on financial ventures or sustaining business relationships often necessitates transparency and a comprehensive showcase of one’s financial health. This is where forms like the Huntington Personal Financial Statement come into significance. Tailored for individuals, co-signers, guarantors, and high-ranking company officials, this document serves multiple purposes—ranging from credit extension requests to evaluations of existing business connections with Huntington. Its meticulous compilation of personal, spouse, and joint assets and liabilities, alongside contingent liabilities, paints a detailed picture of financial standing. Scheduled sections meticulously categorize everything from cash on hand, investments, real estate values, and even the subtleties of life insurance cash values, providing a granular view. Not just a snapshot of one's current financial position with total assets and liabilities, it also delves into an individual’s earnings and outgoings, excluding mundane living costs, emphasizing their capacity for financial commitments. Moreover, it seeks disclosures on potential future liabilities, unpaid taxes, litigations, or any bankruptcy history, underlining its thoroughness. By certifying the accuracy of the presented information, applicants commit to its truthfulness, aware that any perceptions of deceit could precipitate immediate dues or impact their borrowing ability—highlighting the gravity and importance of this comprehensive financial declaration.
Question | Answer |
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Form Name | Huntington Personal Financial Statement Form |
Form Length | 2 pages |
Fillable? | No |
Fillable fields | 0 |
Avg. time to fill out | 30 sec |
Other names | huntington bank statement pdf, huntington financial statement, application financial statement, application statement financial |
Hunti ngton
PERSONAL FINANCIAL STATEMENT
Applicant |
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City, State |
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Occupation |
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S.S. # |
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Date of Birth |
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Business Telephone |
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I am providing this Personal Financial Statement to the Huntington banking or lending office where application is being made (“Huntington”) in connection with: My application to Huntington for an extension of credit or other business relationship.
The application of |
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to Huntington for an extension of credit or other business relationship, for which I am willing to be a cosigner or guarantor. |
The application of |
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, of which I am a principal owner, partner, executive officer, or director, to Huntington for an extension of credit or other business |
relationship with Huntington. |
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Review by Huntington of an extension of credit made by Huntington to me or to another person or entity of which I am a principal owner, partner, executive officer, or director or for which I have cosigned or guaranteed the credit or a review by the Huntington of any other business relationship I or any entity of which I am a principal owner, partner, executive officer, or director have with Huntington.
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CONDITION AS OF |
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(Date) |
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Leave no blanks. Insert “0” or word “NONE” where necessary to complete information |
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ASSETS |
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$000’s |
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LIABILITIES |
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$000’s |
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Cash on hand and on Deposit (Schedule 1) |
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Notes Payable |
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U.S. Government Obligations |
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Secured by Real Estate (Schedule 5) |
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Other Investments (Schedule 2) |
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Secured by Other than R.E. (Schedule 6) |
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IRA and/or Keogh Plans |
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Unsecured (Schedule 6) |
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Notes Receivable: |
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Contract Accounts Unpaid (Schedule 7) |
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Secured by Real Estate (Schedule 3) |
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Open Accounts Unpaid (Schedule 7) |
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Secured by Other Collateral (Schedule 3) |
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Current & Unpaid R.E. Taxes |
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Unsecured (Schedule 3) |
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Delinquent & Unpaid Interest |
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Accounts Receivable (Schedule 3) |
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Current Year Federal Taxes |
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Life |
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Any Other |
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Real |
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Farm Implements or Machinery |
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Autos |
Make |
Year |
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Any other Property or |
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TOTAL LIABILITIES |
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(MARKET) |
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NET WORTH |
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TOTAL ASSETS |
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TOTAL LIABILITIES AND NET WORTH |
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Contingent Liabilities |
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Liability as Guarantor or Cosigner for accounts and Loans of others |
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Liability for Leases |
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Liability other than |
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TOTAL CONTINGENT LIABILITIES |
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$ |
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ANNUAL INCOME |
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ANNUAL EXPENDITURES |
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(exc. Ordinary living expenses) |
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Spouse |
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Applicant |
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Salary, Wages, Commissions |
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Mortgage or Rent |
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Income from Business |
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Income Taxes |
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Rents and Royalties |
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Insurance Premiums |
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Income from Investments |
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Property Taxes |
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Alimony, child support or separate maintenance income need not be revealed if you do |
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Alimony, child support or separate |
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not choose to have it considered as a basis for repaying this loan. |
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maintenance. |
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Other |
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TOTAL INCOME |
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TOTAL EXPENSES |
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ELECTRONIC VERSION OF 070112152 (4/99)
DETAILS RELATIVE TO ASSETS AND LIABILITIES (If space is insufficient, attach supplemental list.)
SCHEDULE 1 – Cash on Deposit
Name of Depository |
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Type |
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Amount |
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Name of Depository |
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Type |
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SCHEDULE 2 – Other |
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Preferred/ |
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Book |
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SCHEDULE 3 – Notes and Accounts Receivable – Secured and Unsecured |
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Interest |
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SCHEDULE 4 – Life Insurance
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Beneficiary |
Kind of |
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Face |
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Present |
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Annual |
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Name and Relationship |
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Cash Value |
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Policy Loan |
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SCHEDULE 5 – Real Estate |
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Appraisal |
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Mortgage |
Monthly |
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Value |
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Indebtedness |
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By Whom Appraised?
When?
SCHEDULE 6 – Notes Payable “Unsecured and with Security other than Real Estate”
Owed To |
Balance |
Date |
When Due |
Interest Rate |
Secured, Cosigned or Guaranteed By |
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$ |
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% |
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% |
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SCHEDULE 7 – Contracts and Open Accounts Unpaid
Owed To |
Amount |
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When Contracted |
When Due |
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For What |
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OTHER INFORMATION |
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If no provision has been made for payment of Federal taxes for current year, state estimated amount. |
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$ |
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Are you a partner/owner in any firm? |
Yes |
No |
If so, supply name(s) and interest. |
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Are there any judgments unsatisfied or suits pending against you and for what amount? |
Yes |
No |
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$ |
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Have you ever declared bankruptcy? |
Yes |
No |
If so, when? |
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Do you have a will? |
Yes |
No |
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Are you obligated on any leases not included in Liabilities above? |
Yes |
No |
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Give details. |
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Are any of the assets listed on this financial statement controlled by a Trust? |
Yes |
No |
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If so, please note which ones: |
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Are there any of your assets, other than those indicated in the schedules, pledged or hypothecated in any way? |
Yes |
No |
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Are any liabilities, other than those indicated in the schedules, secured, cosigned or guaranteed? |
Yes |
No |
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I have carefully read the information contained in this Statement and am providing this Statement to Huntington for the purpose of inducing Huntington to extend or continue credit or other business relationship from time to time in whatever form. I hereby certify that this Statement is a true and correct exhibit of my financial condition and may be treated by Huntington as a continuing statement thereof until replaced by a new statement or until I specifically notify Huntington in writing of any changes therein. In consideration of any such credit or other business relationship, I agree if at any time this Statement shall prove incorrect or misleading, in Huntington’s judgement, as a statement of my then condition, or if at any time by reason of insolvency, application for receiver, or any act or omission on my part, such credit or other obligation is, in Huntington’s judgement, prejudiced or impaired, all or any of my obligations to Huntington, whether direct, indirect, contingent or fixed, shall stand immediately due and payable without demand upon or notice to me. I hereby authorize Huntington to obtain a consumer report or reports to be used in connection with this Statement or the credit or other business relationship to which it relates and to obtain and exchange credit information from and with other credit grantors and consumer reporting agencies. I authorize Huntington to retain all information and reports for its files.
If this Statement is given in connection with credit in Ohio, the following disclosure applies:
The Ohio laws against discrimination require that all creditors make credit equally available to all creditworthy customers, and that credit reporting agencies maintain separate credit histories on each individual upon request. The Ohio Civil Rights Commission administers compliance with this law.
Signature: |
__________________________________________________________________________________________Date: |
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___________ |
Signature: |
__________________________________________________________________________________________Date: |
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___________ |
ELECTRONIC VERSION OF 070112152 (4/99)