Prosperity Bank Personal Form PDF Details

Are you considering opening a personal account with Prosperity Bank? If so, there is a few essential steps necessary to do this in the most efficient way possible. This blog post will provide all the information needed to complete the Prosperity Bank Personal Form, from understanding its purpose and importance, to detailing how and when it should be submitted. Understanding these key elements of the application processes will help ensure customers get quick access to their accounts and any banking services they need quickly and hassle-free.

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

Form Preview Example

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

How to Edit Prosperity Bank Personal Form Online for Free

When you want to fill out prosperity statement bank, you won't have to install any sort of software - simply try our PDF tool. Our team is constantly endeavoring to enhance the editor and insure that it is even better for clients with its extensive features. Enjoy an ever-evolving experience now! It just takes a few easy steps:

Step 1: Click on the "Get Form" button above. It is going to open up our pdf tool so you could start filling out your form.

Step 2: As you access the online editor, you will notice the document all set to be completed. Aside from filling out different blanks, you may as well perform many other actions with the PDF, including putting on custom textual content, changing the original text, adding illustrations or photos, placing your signature to the PDF, and more.

This form will need particular information to be entered, hence ensure you take the time to provide what's asked:

1. You should complete the prosperity statement bank correctly, thus be attentive while filling out the parts containing these blanks:

prosperity bank statement completion process clarified (portion 1)

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.

Step # 3 of completing prosperity bank statement

It is easy to make errors while filling in the Are you a US Citizen, therefore you'll want to take another look prior to when you finalize the form.

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.

prosperity bank statement writing process described (step 4)

5. And finally, this last subsection is precisely what you'll want to wrap up prior to using the PDF. The blanks in this instance are the following: SCHEDULE D LIFE INSURANCE CARRIED, Name of, Insurance Company, Owner of Policy, Beneficiary, Face, Amount, Policy Loans, Cash Surrender, Value, SCHEDULE E BANKS OR FINANCE, Type, Maximum Line, Name of Lender, and Collateral Description.

How to fill in prosperity bank statement stage 5

Step 3: Spell-check the details you've entered into the blank fields and hit the "Done" button. Make a free trial plan with us and acquire instant access to prosperity statement bank - downloadable, emailable, and editable in your personal account. FormsPal provides safe document editor with no personal data recording or sharing. Be assured that your data is secure with us!

Prosperity Bank Personal Form isn’t the one you’re looking for?

Related Documents