How to Fill Out Huntington Personal Financial Statement

Huntington Personal Financial Statement at a glance

What it is: Personal Financial Statement, Huntington National Bank, provided in connection with an application to Huntington for an extension of credit or other business relationship.

Who signs: Sign on each Signature line and enter the Date.

What to bring and attach to Huntington Personal Financial Statement

DETAILS RELATIVE TO ASSETS AND LIABILITIES: if space is insufficient, attach supplemental list.

A filled-in Huntington Personal Financial Statement example: Jane A. Sample applies for credit alone

Huntington Personal Financial Statement example filled out, example: Jane A. Sample applies for credit alone
Jane A. Sample fills out the Huntington Personal Financial Statement. She applies alone, so the Spouse and Joint columns stay empty. The picture shows page 1, and every value in it is made up. The CONDITION AS OF date is March 31, 2026. Amounts are in thousands of dollars, as the form's headings say. Total Assets adds the asset rows, 495, and Net Worth is 495 minus Total Liabilities of 225. Contingent Liabilities each say None with 0 because she has none. The My/Our application box is marked because the application is her own.

How to fill out Huntington Personal Financial Statement, box by box

Application to Huntington

Huntington Personal Financial Statement example filled out, application to Huntington

Mark the box for your application to Huntington for an extension of credit or other business relationship.

Fill in The application of and mark the box when you are willing to be a cosigner or guarantor for that application to Huntington for an extension of credit or other business relationship.

Fill in The application of and mark the box when you are a principal owner, partner, executive officer, or director of that applicant, for its application to Huntington for an extension of credit or other business relationship.

Mark the box for review by Huntington of an extension of credit made by Huntington to you or to another person or entity of which you are a principal owner, partner, executive officer, or director or for which you have cosigned or guaranteed the credit.

Applicant and Spouse

Huntington Personal Financial Statement example filled out, applicant and Spouse

Enter Applicant (Full Legal Name), Street Address, City, State & Zip, County and Employer / Occupation, and the same for Spouse (Full Legal Name).

Enter Home Phone, Business Phone, Date of Birth, Social Security Number, Driver's License Number, State, Issue Date and Exp Date.

Condition as of, assets and liabilities

Huntington Personal Financial Statement example filled out, condition as of, assets and liabilities

Enter the CONDITION AS OF (Date) and leave no blanks: insert "0" or word "None" where necessary to complete information, in $000's (checked October 22, 2026). Under ASSETS, enter Cash on hand and on Deposit (Schedule 1), U.S. Government Obligations, Other Investments (Schedule 2), IRA / Keogh Plans / Annuity / 401K (Schedule 3) and Life Insurance-Cash Value (Schedule 4). Under LIABILITIES, enter Mortgage Notes Payable (Schedule 6), Notes secured by other than R.E. (Schedule 7), Unsecured Notes (Schedule 7), Contract Accounts Unpaid (Schedule 8) and Open Accounts Unpaid (Schedule 8).

Information concerning debts of or assets owned by Spouse * is to be submitted only when (a) spouse is a co-applicant (co-signer or guarantor), (b) Spouse's income is being considered for repayment purposes, or (c) Applicant resides in a community property stake.

Enter Notes Receivable, Secured or Unsecured (Schedule 5), Accounts Receivable (Schedule 5), Real Estate-Appraised Value (Schedule 6), Farm Implements or Machinery, Autos: Make and Year and Misc.

Enter Current & Unpaid Interest, Current Year Federal Taxes and Any Other Indebtedness - Itemize.

Enter Book Value Business Interests, Total Assets, Total Liabilities, Net Worth and Total Liabilities & Net Worth.

Contingent Liabilities

Huntington Personal Financial Statement example filled out, contingent Liabilities

Under Contingent Liabilities, describe the Liability as Guarantor or Cosigner for accounts and Loans of others, with its $000's (checked October 22, 2026).

Describe the Liability for Leases (describe) and itemize the other Liability (describe).

Enter Total Contingent Liabilities.

If your situation is different

Annual Income and Annual Expenditures

Under Annual Income, enter Salary, Wages, Commissions, Income from Business, Rents and Royalties and Income from Investments for the Applicant, Spouse * and Joint.

Alimony, child support or separate maintenance income need not be revealed if you do not choose to have it considered as a basis for repaying this loan.

Enter Other Income-Itemize and Total Income.

Under Annual Expenditures, enter Mortgage or Rent, Income Taxes, Insurance Premiums and Property Taxes.

Enter Other-itemize (include installment payments) and Total Expenses.

SCHEDULE 1 - Cash on Deposit

Under SCHEDULE 1 - Cash on Deposit, enter the Name of Depository, Type and Amount.

SCHEDULE 2 - Other Investments - Stocks and Bonds

Under SCHEDULE 2 - Other Investments - Stocks and Bonds, enter Description, Number Shares, Book Value, Market Value, Listed on Exchange, Preferred / Common / Investment Account, # Shares or $ Amount Pledged (please include the "$" symbol when needed) and Where Pledged.

SCHEDULE 3 - Retirement Assets

Under SCHEDULE 3 - Retirement Assets, enter Description, Type, Value and Benefit of Whom.

SCHEDULE 4 - Life Insurance

Under SCHEDULE 4 - Life Insurance, enter Issuing Company, Kind of Insurance, Face Amount, Present Cash Value, Amount of Policy Loan, Annual Premium and Beneficiary Name and Relationship.

SCHEDULE 5 - Notes and Accounts Receivable

Under SCHEDULE 5 - Notes and Accounts Receivable - Secured and Unsecured, enter Maker, Maturity, Rate, Interest Paid to Date, Face Amount, Balance Due, List Security If Secured and Cosigner or Guarantor.

SCHEDULE 6 - Real Estate

Under SCHEDULE 6 - Real Estate, enter Description & Location, Name on Title, Purchased Amount, Date, Appraisal Value, Mortgage Debt and Monthly Pmt.; for each property, give the date of the last appraisal, appraiser name, and company.

SCHEDULE 7 - Notes Payable

Under SCHEDULE 7 - Notes Payable "Unsecured and with Security other than Real Estate", enter Owed to, Balance, Monthly Payment, Interest Rate, Collateral and Secured, Cosigned or Guaranteed By.

SCHEDULE 8 - Contracts and Open Accounts Unpaid

Under SCHEDULE 8 - Contracts and Open Accounts Unpaid, enter Owed to, Amount, When Contracted, When Due and For What.

OTHER INFORMATION

Under OTHER INFORMATION, if no provision has been made for payment of Federal taxes for current year, state estimated amount.

Enter: Are you a partner/owner in any firm? If so, supply name(s) and interest. Are there any judgments unsatisfied or suits pending against you and for what amount? and Have you ever declared bankruptcy? If so, when?

Enter: Do you have a will? Are you obligated on any leases not included in Liabilities? Give details. Are any of the assets listed on this financial statement controlled by a Trust? If so, please note which ones:

Enter: Are there any of your assets, other than those indicated in the schedules, pledged in any way? and Are any liabilities, other than those indicated in the schedules, secured, cosigned or guaranteed?

Statement

You have carefully read the information contained in this Statement and you are 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. You hereby certify that this Statement is a true and correct exhibit of your financial condition and may be treated by Huntington as a continuing statement thereof until replaced by a new statement or until you specifically notify Huntington in writing of any changes therein.

In consideration of any such credit or other business relationship, you agree that if at any time this Statement shall prove incorrect or misleading, in Huntington's judgment, as a statement of your then condition; or if at any time by reason of insolvency, application for receiver, or any act or omission on your part, such credit or other obligation is, in Huntington's judgment, prejudiced or impaired; all or any of your obligations to Huntington, whether direct, indirect, contingent or fixed, shall stand immediately due and payable without demand upon or notice to you.

You 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. You authorize Huntington to retain all information and reports for its files.

Credit in Ohio

If this Statement is given in connection with credit in Ohio, the 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.

Common questions about Huntington Personal Financial Statement

Where do I file it?

Provide it to the Huntington banking or lending office where application is being made.

Sources

[1] Personal Financial Statement, Huntington National Bank (the Official source link on this page).

Huntington Personal Financial Statement Form PDF Details

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.

QuestionAnswer
Form NameHuntington Personal Financial Statement Form
Form Length3 pages
Fillable?Yes
Fillable fields465
Avg. time to fill out30 sec
Other nameshuntington bank statement pdf, huntington financial statement, application financial statement, application statement financial