Prosperity Bank Personal Form PDF Details

Filling out a Prosperity Bank Personal Financial Statement is a critical step for individuals seeking credit or aiming to guarantee credit for others. With a comprehensive layout that requires detailed information about the applicant's and co-applicant's financial standing, the form meticulously covers personal data, financial condition, and a host of other relevant details. From basic personal information, such as names, addresses, and social security numbers, to in-depth financial data involving assets, liabilities, income, and expenses, this document aims to paint a full picture of one's financial health. Notably, it includes sections dedicated to real estate ownership, investment accounts, and even contingent liabilities and legal matters which might influence an individual’s creditworthiness. Furthermore, the form demands honesty and accuracy, reminding applicants of the legal repercussions for providing false information. Prospective borrowers must also disclose their employment history, confirm their citizenship status, and reveal any affiliations with ventures that could impact their financial stability. The completion of this form, culminating in the signatures of the applicants, signifies their understanding and agreement to all terms, conditions, and authorizations necessary for Prosperity Bank to assess their credit application.

QuestionAnswer
Form NameProsperity Bank Personal Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesprosperity bank direct deposit form, prosperity bank statement online, prosperity bank personal financial, prosperity statement bank

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Prosperity Bank Personal Financial Statement Dated as of _______________

 

SECTION 1 APPLICANT INFORMATION (Type or Print)

 

 

 

SECTION 2 CO-APPLICANT INFORMATION (Type or Print)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name

 

 

 

 

 

 

 

 

Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Birth

Social Security #

 

 

Date of Birth

Social Security #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Residence Address

 

 

 

 

 

 

 

 

Residence Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, State & Zip

 

 

 

 

 

 

 

 

City, State & Zip

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Position or Occupation

 

 

 

Number of Years

Position or Occupation

 

 

 

Number of Years

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Employer Name

 

 

 

 

 

 

 

Employer Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Res. Phone

 

Bus. Phone

 

 

Res. Phone

 

 

Bus. Phone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Nearest Relative Not Living With Me

 

 

Relationship

Nearest Relative Not Living With Me

 

Relationship

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

Phone

 

 

 

Address

 

 

 

Phone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Amount Requested: $_________________

 

Purpose of Loan: ___________________________________________________________________________

 

 

 

 

 

 

SECTION 3 STATEMENT OF FINANCIAL CONDITION

 

 

 

 

 

 

 

Indicate “A” (Applicant), “C” (Co-Applicant) or “J” (Jointly held with others) beside assets and liabilities to indicate to whom item applies

 

 

ASSETS

 

 

 

A,C or J

 

$ Amount

LIABILITIES

 

 

 

A,C or J

 

$ Amount

 

Cash on Hand & in Banks – Schedule A

 

 

 

 

 

 

Notes Payable to Banks–Secured – Schedule E

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IRAs, 401K & Retirement Assets

 

 

 

 

 

 

 

Notes Payable to Banks–Unsecured – Schedule E

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Gov’t & Marketable Securities – Schedule B

 

 

 

 

 

Due to Brokers-Margin Loans – Schedule E

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Securities Held by Broker in Margin Accounts

 

 

 

 

 

Amounts Payable to Others-Secured

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Restricted or Control Stocks (Public Co. only)

 

 

 

 

 

Credit Cards – Schedule E

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Real Estate Owned – Schedule C

 

 

 

 

 

 

 

Equity Lines – Schedule E

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Loans Receivable

 

 

 

 

 

 

 

 

Unpaid Taxes (Income, Property, etc.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash Value – Life Insurance – Schedule D

 

 

 

 

 

 

 

Real Estate Mortgages Payable – Schedule C

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Value of Closely Held Business

 

 

 

 

 

 

 

 

Other Debts – Itemize

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Automobiles & Other Personal Property

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Assets – Itemize

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL LIABILITIES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NET WORTH

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL ASSETS

 

 

 

 

 

 

 

 

TOTAL LIABILITIES & NET WORTH

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

INCOME FOR YEAR ENDED:

 

Applicant

 

Co-Applicant

EXPENSES

 

 

 

 

 

 

 

Salary

 

 

$

 

 

$

 

 

Rent payment

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bonuses & Commissions

 

 

$

 

 

$

 

 

Alimony

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Interest & Dividends

 

 

$

 

 

$

 

 

Child Support

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rental Income

 

 

$

 

 

$

 

 

Tuition

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Income (alimony or child support

 

 

 

 

 

 

 

PERSONAL INFORMATION (both Applicant & Co-Applicant)

 

 

need not be revealed if you do not wish to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

have it considered as a basis for repaying

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

this obligation)

 

 

 

 

 

 

 

 

Are you a US Citizen?

 

 

yes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL INCOME

 

 

 

 

 

 

 

 

Do you have a Will?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If so, name of executor:

 

 

 

 

 

 

 

CONTINGENT LIABILITIES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do you have any contingent liabilities? If so,

 

 

 

 

 

 

 

Are you a partner or officer in any other venture? If so, describe

 

 

describe.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As endorser, co-maker or guarantor?

 

$

 

 

$

 

 

Income tax settled through (date)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

On leases or contracts?

 

 

$

 

 

$

 

 

Are any assets pledged other than as described on schedules? If so, describe.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Legal claims

 

 

$

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other special debt

 

 

$

 

 

$

 

 

Are you a defendant in any suits or legal actions? If so, describe.

 

 

 

 

 

 

 

 

 

 

 

 

 

Amount of contested income tax liens

 

$

 

 

$

 

 

Have you or your businesses ever been declared bankrupt?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Complete Schedules and Sign on page 2 of 2)

SCHEDULE A – CASH AND INVESTMENTS

Type of Account

Name of Bank or Broker

In Name Of

Are These Pledged?

Current Balance

SCHEDULE B – U.S. GOVERNMENT & MARKETABLE SECURITIES

 

 

 

 

 

 

 

 

 

 

 

 

 

Are These

 

 

Number of Shares

 

 

 

Description

 

 

In Name Of

 

Pledged?

Date of Value

Value

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SCHEDULE C – REAL ESTATE OWNED

 

 

 

 

 

 

 

Property Description – Type: Commercial (C),

 

 

 

 

 

 

 

 

 

 

Residential (R), Agriculture (A); Use: Office,

 

 

 

 

Current Market Value

Address of Property

 

 

Warehouse, Home, Lot; Size: Square Footage

 

 

Cost

Date Acquired

 

 

 

 

 

 

Type

 

Use

 

Size

 

 

 

 

 

1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Monthly

 

 

 

 

 

 

Title

 

 

Mortgage

 

 

Monthly

Rental

Ownership

 

Name of Lender

 

 

In Name Of

 

 

Balance

 

 

Payment

Income

Percentage

1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SCHEDULE D – LIFE INSURANCE CARRIED, INCLUDING WHOLE LIFE AND GROUP INSURANCE

 

 

Name of

 

 

 

 

 

 

 

 

 

 

Face

Policy

Cash Surrender

Insurance Company

 

 

Owner of Policy

 

 

Beneficiary

 

Amount

Loans

Value

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SCHEDULE E – BANKS OR FINANCE COMPANIES WHERE CREDIT HAS BEEN OBTAINED

Name of Lender

Collateral Description

Type

(Line of Credit, Term Loan)

Maximum Line

Amount

Monthly Payment

Current Balance

Maturity

_______NOTICE – JOINT CREDIT

We intend to apply for joint credit. (initials)________________

This information and the information provided on all accompanying financial statements and schedules is provided for the purpose of obtaining credit for the Applicant(s) or for the purpose of Applicant(s) guaranteeing credit for others. Applicants(s) acknowledge that representations made in this statement will be relied on by Creditor in its decision to grant such credit. This statement is true and correct in every detail and accurately represents the financial condition of the Applicant(s) on the date given below. Creditor is authorized to make all inquiries it deems necessary to verify the accuracy of the information contained herein and to determine the creditworthiness of the Applicant(s). Applicants(s) will promptly notify Creditor of any subsequent changes which would affect the accuracy of this Statement. Creditor is further authorized to answer any questions about Creditor’s credit experience with Applicant(s). Applicant(s) are aware that any knowing or willful false statements regarding the value of the above property for purposes of influencing the actions of Creditor can be a violation of federal law, 18 U.S.C & 1014, and may result in a fine or imprisonment of both.

In addition, each individual signing below authorizes the Creditor to check their individual credit account and employment history and have a credit reporting agency prepare a consumer credit report on them.

By signing below, the undersigned agree(s) to all the terms and conditions beginning on page 1 through the bottom of page 2 of this Application.

Customer Signature (Applicant)

 

 

 

Signature (Co-Applicant)

 

 

 

 

 

 

 

Printed Name (Applicant)

 

 

 

Printed Name (Co-Applicant)

 

 

 

 

 

Date Signed

 

 

 

Date Signed

 

 

SUMMARIZED DEBT SCHEDULE

 

Name of Borrower:_____________________________________________________

Date:_____________

 

 

Annual Prin. & Int.

 

 

Payments

Existing Debt:

 

1)

$____________ note payable to ___________________, secured by ___________________

$______________

 

_________________ with a present interest rate of _______% maturing on _______________.

 

 

Payments consist of __________________________________________________________.

 

2)

$____________note payable to ____________________,secured by ____________________

$______________

 

_______________with a present interest rate of ________% maturing on _______________.

 

 

Payments consist of _________________________________________________________.

 

3)

$____________note payable to ____________________,secured by ____________________

$______________

 

_______________with a present interest rate of ________% maturing on _______________.

 

 

Payments consist of _________________________________________________________.

 

4)

$____________note payable to ____________________,secured by ____________________

$______________

 

_______________with a present interest rate of ________% maturing on _______________.

 

 

Payments consist of _________________________________________________________.

 

5)

$____________note payable to ____________________,secured by ____________________

$______________

 

_______________with a present interest rate of ________% maturing on _______________.

 

 

Payments consist of _________________________________________________________.

 

6)

$____________note payable to ____________________,secured by ____________________

$______________

 

_______________with a present interest rate of ________% maturing on _______________.

 

 

Payments consist of _________________________________________________________.

 

7)

$____________note payable to ____________________,secured by ____________________

$______________

 

_______________with a present interest rate of ________% maturing on _______________.

 

 

Payments consist of _________________________________________________________.

 

Proposed Debt:

 

1)

$____________note payable to ____________________,secured by ____________________

$______________

 

_______________with a present interest rate of ________% maturing on _______________.

 

 

Payments consist of _________________________________________________________.

 

TOTAL ANNUAL DEBT SERVICE

$______________

Mem ber FD I C • Equal Housing Lender

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2. The third part is to fill in the next few blank fields: Loans Receivable, Cash Value Life Insurance, Value of Closely Held Business, Automobiles Other Personal, Unpaid Taxes Income Property etc, Real Estate Mortgages Payable, Other Debts Itemize, Other Assets Itemize, TOTAL LIABILITIES, NET WORTH, TOTAL LIABILITIES NET WORTH, Applicant, CoApplicant, EXPENSES Rent payment, and Alimony.

Loans Receivable, NET WORTH, and Cash Value Life Insurance of prosperity bank statement

3. The following part is mostly about Are you a US Citizen, yes, Do you have a Will, If so name of executor, Are you a partner or officer in, Other Income alimony or child, TOTAL INCOME, CONTINGENT LIABILITIES, Do you have any contingent, describe, As endorser comaker or guarantor, Income tax settled through date, On leases or contracts, Legal claims, and Other special debt - complete all of these fields.

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4. The following paragraph needs your involvement in the following areas: Date of Value, Value, Current Market Value, Date Acquired, Monthly Rental Income, Ownership Percentage, SCHEDULE C REAL ESTATE OWNED, Property Description Type, Type, Use, Title, In Name Of, Size, Mortgage Balance, and Cost. Remember to give all of the requested details to move forward.

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