5 Step Application (Step 3 of 5)
This statement and any applicable supporting schedules may be completed jointly by both married and unmarried Co-Borrowers if their assets and liabilites are sufficiently joined so that the Statement can be meaningfully and fairly presented on a combined bases; otherwise, seperate Statements and Schedules are required. If the Co-Borrower section was completed about a non-applicant spouse or other person, this Statement and supporting schedules must be completed about that spouse or other person also.
Completed
Jointly
Not Jointly
Please Describe Your Assets
Please list all sources of down payment
(savings, checking, gifts, stocks, retirement inc., etc.)
1.
Cash Dep. Toward
Purchase Held by
Amount: $
2.
Financial Institution
Acct. Number
Account Type
Checking Account
Cash Deposit on Sales Contract
Savings Account
Gift Not Deposited
Certificate of Deposit (Time Dep)
Money Market Fund
Mutual Funds
Stock
Bond
Secured Borrowed Funds Not Deposit
Bridge Loan Not Deposited
Retirement Funds
Net Worth of Business Owned
Trust Funds
Other Asset Type
Other Liquid Asset
Net Equity - Sale of Real Estate
Amount: $
3.
Financial Institution
Acct. Number
Account Type
Checking Account
Cash Deposit on Sales Contract
Savings Account
Gift Not Deposited
Certificate of Deposit (Time Dep)
Money Market Fund
Mutual Funds
Stock
Bond
Secured Borrowed Funds Not Deposit
Bridge Loan Not Deposited
Retirement Funds
Net Worth of Business Owned
Trust Funds
Other Asset Type
Other Liquid Asset
Net Equity - Sale of Real Estate
Amount: $
4.
Financial Institution
Acct. Number
Account Type
Checking Account
Cash Deposit on Sales Contract
Savings Account
Gift Not Deposited
Certificate of Deposit (Time Dep)
Money Market Fund
Mutual Funds
Stock
Bond
Secured Borrowed Funds Not Deposit
Bridge Loan Not Deposited
Retirement Funds
Net Worth of Business Owned
Trust Funds
Other Asset Type
Other Liquid Asset
Net Equity - Sale of Real Estate
Amount: $
5.
Retirement Account
Acct. Number
Amount: $
6.
Life Insurance
Amount: $
7.
Real Estate Owned (market value)
Amount: $
8.
Net worth of Business(es) Owned
Amount: $
Automobiles Owned
1.
Year
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
1919
1918
1917
1916
1915
1914
1913
1912
1911
1910
1909
1908
1907
1906
1905
1904
1903
1902
1901
1900
Make
Cur. Value: $
2.
Year
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
1919
1918
1917
1916
1915
1914
1913
1912
1911
1910
1909
1908
1907
1906
1905
1904
1903
1902
1901
1900
Make
Cur. Value: $
3.
Year
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
1919
1918
1917
1916
1915
1914
1913
1912
1911
1910
1909
1908
1907
1906
1905
1904
1903
1902
1901
1900
Make
Cur. Value: $
Other Assets: (please describe below)
1.
Description
Amount: $
2.
Description
Amount: $
3.
Description
Amount: $
4.
Description
Amount: $
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