Huntington Personal Financial Statement Form PDF Details

Are you looking to better understand your financial position and the performance of your investments? It can be helpful to create a personal financial statement, which gives an overview of a person's financial health. The Huntington Bank Personal Financial Statement Form makes it easy for individuals to track their assets, liabilities, and overall net worth. From organizing current income information to tracking changes over time - this form is designed as an effective tool for staying on top of both short term and long term goals. Read on to find out more about creating your own detailed personal financial statement form with the help of Huntington Bank!

QuestionAnswer
Form NameHuntington Personal Financial Statement Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other nameshuntington bank statement pdf, huntington financial statement, application financial statement, application statement financial

Form Preview Example

Hunti ngton

PERSONAL FINANCIAL STATEMENT

Applicant

 

Spouse

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

City, State

 

 

 

Zip

 

 

 

 

 

Occupation

 

 

 

S.S. #

 

 

 

 

 

Date of Birth

Home Telephone

 

Business Telephone

 

 

 

 

 

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

 

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

 

, 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.

 

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.

 

 

 

CONDITION AS OF

 

 

 

 

 

 

 

(Date)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Leave no blanks. Insert “0” or word “NONE” where necessary to complete information

 

 

 

 

ASSETS

 

 

$000’s

 

 

 

LIABILITIES

 

 

 

 

 

$000’s

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Applicant

 

Spouse

Joint

 

 

 

 

 

Applicant

 

Spouse

Joint

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash on hand and on Deposit (Schedule 1)

$

 

$

 

 

 

$

 

Notes Payable

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Government Obligations

 

 

 

 

 

 

 

 

 

 

Secured by Real Estate (Schedule 5)

 

$

 

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Investments (Schedule 2)

 

 

 

 

 

 

 

 

 

Secured by Other than R.E. (Schedule 6)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IRA and/or Keogh Plans

 

 

 

 

 

 

 

 

 

 

Unsecured (Schedule 6)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Notes Receivable:

 

 

 

 

 

 

 

 

 

 

Contract Accounts Unpaid (Schedule 7)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Secured by Real Estate (Schedule 3)

 

 

 

 

 

 

 

 

 

Open Accounts Unpaid (Schedule 7)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Secured by Other Collateral (Schedule 3)

 

 

 

 

 

 

 

 

 

Current & Unpaid R.E. Taxes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unsecured (Schedule 3)

 

 

 

 

 

 

 

 

 

 

Delinquent & Unpaid Interest

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Accounts Receivable (Schedule 3)

 

 

 

 

 

 

 

 

 

Current Year Federal Taxes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Life Insurance-Cash Value (Schedule 4)

 

 

 

 

 

 

 

 

 

Any Other Indebtedness-Itemize

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Real Estate-Appraised Value (Schedule 5)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Farm Implements or Machinery

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Autos

Make

Year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Any other Property or Investments-Itemize

 

 

 

 

 

 

 

 

 

TOTAL LIABILITIES

 

$

 

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(MARKET)

 

 

 

 

 

 

 

 

 

NET WORTH

 

$

 

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL ASSETS

$

 

$

 

 

 

$

 

TOTAL LIABILITIES AND NET WORTH

 

$

 

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contingent Liabilities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Liability as Guarantor or Cosigner for accounts and Loans of others

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Liability for Leases

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Liability other than above-Itemize

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL CONTINGENT LIABILITIES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ANNUAL INCOME

 

 

 

 

 

 

 

ANNUAL EXPENDITURES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(exc. Ordinary living expenses)

 

 

 

 

 

 

 

Applicant

 

Spouse

 

Joint

 

 

 

 

 

Applicant

 

Spouse

Joint

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Salary, Wages, Commissions

 

$

 

$

 

 

 

$

 

Mortgage or Rent

 

$

 

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Income from Business

 

 

 

 

 

 

 

 

 

Income Taxes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rents and Royalties

 

 

 

 

 

 

 

 

 

Insurance Premiums

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Income from Investments

 

 

 

 

 

 

 

 

 

Property Taxes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

 

Alimony, child support or separate

 

 

 

 

 

 

 

 

 

not choose to have it considered as a basis for repaying this loan.

 

 

 

maintenance.

 

 

 

 

 

 

 

 

 

Other Income-Itemize

 

 

 

 

 

 

 

 

 

Other-itemize (include installment payments)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL INCOME

 

$

 

$

 

 

 

$

 

TOTAL EXPENSES

 

$

 

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

 

 

Type

 

 

Amount

 

 

 

Name of Depository

 

Type

Amount

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SCHEDULE 2 – Other Investments-Stocks and Bonds

 

 

 

 

 

 

 

Preferred/

Number

 

Book

 

Market

 

Listed on

# Shares

 

Where

Description

 

Common

Shares

 

Value

 

Value

 

Exchange

 

Pledged

 

Pledged

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SCHEDULE 3 – Notes and Accounts Receivable – Secured and Unsecured

 

 

 

Cosigner or

 

 

 

 

 

 

 

Interest

 

 

Face

 

Balance

 

List Security

Maker

 

Guarantor

 

Maturity

Rate

 

Paid to Date

 

 

Amount

 

Due

 

If Secured

 

 

 

 

 

 

 

 

 

%

 

$

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SCHEDULE 4 – Life Insurance

 

 

 

 

Beneficiary

Kind of

 

Face

 

Present

 

Amount of

 

Annual

 

Issuing Company

 

Name and Relationship

Insurance

 

Amount

 

Cash Value

 

Policy Loan

 

Premium

 

 

 

 

 

 

 

 

$

 

$

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SCHEDULE 5 – Real Estate

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Title in

 

Purchase

 

Appraisal

 

 

Mortgage

Monthly

 

Description & Location

 

Whose Name

 

Amount

 

Date

 

Value

 

Date

Indebtedness

Pmt.

 

 

 

 

 

 

$

 

 

 

$

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

$

 

 

%

 

 

 

 

 

%

 

 

 

 

 

%

 

 

 

 

 

%

 

 

 

 

 

%

 

 

 

 

 

 

 

SCHEDULE 7 – Contracts and Open Accounts Unpaid

Owed To

Amount

 

When Contracted

When Due

 

 

For What

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OTHER INFORMATION

 

 

 

 

If no provision has been made for payment of Federal taxes for current year, state estimated amount.

 

$

 

 

Are you a partner/owner in any firm?

Yes

No

If so, supply name(s) and interest.

 

 

 

 

Are there any judgments unsatisfied or suits pending against you and for what amount?

Yes

No

 

$

Have you ever declared bankruptcy?

Yes

No

If so, when?

 

 

 

 

 

 

 

Do you have a will?

Yes

No

 

 

 

 

 

 

 

 

 

Are you obligated on any leases not included in Liabilities above?

Yes

No

 

 

 

 

 

Give details.

 

 

 

 

 

 

 

 

 

 

 

Are any of the assets listed on this financial statement controlled by a Trust?

Yes

No

 

 

 

 

If so, please note which ones:

 

 

 

 

 

 

 

 

 

 

 

Are there any of your assets, other than those indicated in the schedules, pledged or hypothecated in any way?

Yes

No

Are any liabilities, other than those indicated in the schedules, secured, cosigned or guaranteed?

Yes

No

 

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:

_

___________

Signature:

__________________________________________________________________________________________Date:

_

___________

ELECTRONIC VERSION OF 070112152 (4/99)

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