To submit this form, you may email it to the provided address or fax it directly to the lender. Ensure all signatures are included for validity. Physical copies can be mailed to the address specified on the instructions, ensuring timely submission.

Important deadlines for this form vary each year. In 2024, ensure submissions are made by June 30 for timely processing. Always check specific due dates each year as they may change.

The purpose of this form is to provide a detailed financial overview of individuals or entities applying for loans. It captures assets, liabilities, and net worth, essential for assessing financial stability. Accurate completion helps lenders make informed decisions regarding creditworthiness.

• 1. Name: Full name of the individual or entity applying.
• 2. Residence Address: Current permanent address of the applicant.
• 3. Business Name of Applicant: Name of the business associated with the applicant.
• 4. Assets: Details about cash, investments, and other personal property.
• 5. Liabilities: List of outstanding debts and financial obligations.
• 6. Net Worth: Total value of assets minus total liabilities.
• 7. Income Sources: Document various income streams for assessment.

Failure to submit this form can result in delays in loan processing or denial of credit. Additionally, it may impact the ability to secure financing effectively. Ensure all required fields are completed to avoid complications.

• Loan Denial: Incomplete forms can lead to rejection of your loan application.
• Delay in Processing: Any missing information will slow down the review process.
• Inaccurate Financial Assessment: Failure to disclose complete financial information could lead to incorrect evaluations.

• 1. Business Loan Applications: Use this form for all application processes for business loans.
• 2. Partner Financial Disclosures: Essential for partners to disclose financial statuses before agreements.
• 3. Investor Financial Assessments: Helpful for investors evaluating potential financial commitments.