Personal Information
First Name
Middle Name
Last Name
E-mail Address:
Have you gone by any other name in the last 8 years? if so list full name
Social Security Number
Street Address
City
State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Zip Code
County
If above address is NOT where you recieve mail please,
supply the Street Address where you do If applicable
City If applicable
State If applicable
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Zip Code If applicable
County If applicable
Are you married ?
Yes
No
Is your spouse filling with you?
Yes
No
Spouse Information If applicable
Spouses First Name
Spouses Middle Name
Spouses Last Name
Has your spouse gone by another name in the last 8 years? if so list full name:
Spouse's Social Security Number
Spouse's Street Address
Spouse's City
Spouse's State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Spouse's Zip Code
Spouse's County
If above address is NOT where your spouse recieves mail please,
supply the Street Address where you do If applicable
City If applicable
State If applicable
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Zip Code If applicable
County If applicable
Previous Bankruptcy Information If applicable
Have you filed bankruptcy in the last 8 years?
Yes
No
If yes, what Date did you file? (example 5/30/08)
Chapter Filed
Case #
Property & Mortgage Information If applicable
Do you own property ?
Yes
No
If yes, how many properties?
0
1
2
3
Main Property Street Address (If you have more then one property please enter info in space provided at the end of the questionnaire)
City
State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Zip Code
How much is your house worth ?
Who is your mortgage with?
How much do you owe ?
If applicable, who is your second mortgage with?
How much do you owe ?
Are you current on the payments?
Yes
No
If not, how many payments have you missed?
How much are your monthly mortgage payments?
Are taxes & insurance included in your monthly mortgage?
Yes
No
Are there any other names on the mortgage?
If Yes, please provide Full Name
Checking | Savings | Personal Account Information
Checking Account Name
Checking Account Balance
Checking Account #2 Name
Checking Account #2 Balance
Savings Account Name
Savings Account Balance
Savings Account #2 Name
Savings Account #2 Balance
Do you have any Personal Property worth a substaintial amount of money?
If yes please provide item name
Personal Property Estimated Value
Do you have a Financial Account? (IRA, 401K, Stocks, Bonds, etc.)
If yes please provide item name
Financial Account Estimated Value
Financial Account #2
Financial Account #2 Estimated Value
Do you have universal or whole life insurance policy?
If yes, provide item
Value
Do you expect to receive a tax refund this year?
Yes
No
If yes, estimate how much ?
Automobile & Other Vehicle Information If applicable
Car Year
Car Make
Car Model
Car Mileage
Amount Owed
Company
Car #2 Year
Car #2 Make
Car #2 Model
Car #2 Mileage
Car #2 Amount Owed
Car #2 Company
Do you own a motorcycle, boat, Rv, etc?
If yes please provide item name
Other Vehicle Model
Other Vehicle Mileage
Other Vehicle Amount Owed
Other Vehicle Company
Other Vehicle #2 Make
Other Vehicle #2 Model
Other Vehicle #2 Mileage
Other Vehicle #2 Amount Owed
Other Vehicle #2 Company
How Much Do You Owe?
Give an estimate of how much you owe in credit cards
Give an estimate of how much you owe in medical bills
Give an estimate of how much you owe in pay day loans
Give an estimate of how much you owe in student loans
Give an estimate of how much you owe in governmental debt
(fines, taxes, etc.)
Do you currently lease an Apartment?
If yes, please provide Landlord's name
Landlord's Street Address
Landlord's City
Landlord's State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Landlord's Zip Code
How much was your security deposit?
Do you have a co-signer on anything?
If yes,
Co-Signer Item
Co-Signer Name
Co-Signer Street Address
Co-Signer City
Co-Signer State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Co-Signer Zip Code
Employment & Income Information
Name of your employer
Employer Street Address
Employer City
Employer State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Employer Zip Code
What is your occupation ?
How many years have you worked at your current job ?
What is your monthly gross income ? (before taxes)
What is the name of your spouses employer ?
Spouse Employer Street Address
Spouse Employer City
Spouse Employer State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Spouse Employer Zip Code
What is your spouses occupation ?
How many years has your spouse worked at there current job ?
What is your spouses monthly gross income? (before taxes)
Other Monthly income Source (if applicable)
Other Monthly Income Amount (if applicable)
Other Monthly income Source #2 (if applicable)
Other Monthly income Amount #2 (if applicable)
Dependents If applicable
How many dependents do you have?
0
1
2
3
4
5
If applicable: #1 Dependents Sex
Male
Female
If applicable: #1 Dependents Age
If applicable: #2 Dependents Sex
Male
Female
If applicable: #2 Dependents Age
If applicable: #3 Dependents Sex
Male
Female
If applicable: #3 Dependents Age
If applicable: #4 Dependents Sex
Male
Female
If applicable: #4 Dependents Age
If applicable: #5 Dependents Sex
Male
Female
If applicable: #5 Dependents Age
Monthly Spending & Bills
How much is your electric & gas monthly?
How much is your water & sewer monthly?
How much is your house phone monthly?
How much is your cell phone monthly?
How much is your cable monthly?
How much is your internet service monthly?
How much is your food monthly?
How much do you spend on clothing monthly ? (average)
How much do you spend on Dry Cleaning monthly?
How much do you spend on medical/prescriptions monthly? (out of pocket)
How much do you spend on gas/public transportation monthly?
How much do you spend on recreation/entertainment monthly?
How much do you make in charitable contributions monthly (Must have proof)
How much do you pay for homeowners insurance ? (if not included in mortgage payment) or renters insurance monthly?
How much do you pay in automobile insurance monthly?
How much do you pay in health insurance monthly? (Out of pocket)
How much do you pay in life insurance monthly? (Out of pocket)
If property taxes are not included in your mortgage, how much on average would you pay monthly?
How much are your car payments ?
How much do you pay for child support , or alimony monthly?
Do you have any other necessary monthly expenses not included?
Please Explain
How much do your last years taxes say you made?
How much do your 2008 taxes say you made?
Have you paid a creditor over $600 in the last 90 days? If yes, Who
How much?
Are you currently or have you been sued by anyone? If yes, Who
For how much ?
Are you currently being garnished or have a wage assignment?
If yes, please provide info
Foreclosures & Repossessions
Have you had any foreclosures or repossessions in the last year?
Yes
No
If yes, Creditor Name
If yes, Item
If yes, date taken (example 5/30/08)
If yes, value
Loss or Transfers of Money
Have you had any loss from fire. theft, or any other casualty in the last year?
If yes please explain
Have you transferred any money , goods, or any other valuable into someone elses name within last 3 years? If yes, please explain
Account Closings
Have you closed any financial accounts with the last year?
If yes, please provide the type
If yes, please provide the value
If yes, please provide the date when closed (example 5/30/08)
#2 Account Type
#2 Account Value
#2 Date of Closing (example 5/30/08)
#3 Account Type
#3 Account Value when closed
#3 Date of closing (example 5/30/08)
Safe Deposit Box
Do you have a safe deposit box ?
If yes, please provide description and value
Previous #1 Street Address
Previous #1 City
Previous #1 Address State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Previous #1 Zip Code
Previous #2 Street Address
Previous #2 City
Previous #2 State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Previous #2 Zip Code
Previous #3 Street Address
Previous #3 City
Previous #3 State
AL
AK
AZ
AR
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
-Terr.-
AS
FM
GU
MI
PR
VI
Previous #3 Zip Code
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