Bonds Southeast, Inc.
Bonds Southeast, Inc.
Contract & Commercial Surety Bonds
1030 17th Avenue South
Nashville, TN 37212
(615) 321-9700
Toll Free: 1-877-992-6637
Fax: (615) 321-9702
Personal Financial Statement
Statement of Financial Condition As Of
Name of Applicant
Applicant's Social Security Number - -
Applicant's Date of Birth
Name of Spouse
Spouse's Social Security Number - -
Spouse's Date of Birth
Residential Address Street
CIty
State Zip
Home Phone Number ( )

ASSETS

Cash in Banks
Notes Receivable
Accounts Receivable
Stocks/Bonds/Securities
Real Estate (Residence)
Real Estate (Investment/Other)
Cash Value Life Insurance
Personal Property
Other Assets
TOTAL ASSETS

LIABILITIES

Loans Payable (Banks)
Notes Payable
Accounts Payable
Taxes Payable
Mortgages Payable
Other Liabilities
   
TOTAL LIABILITIES
NET WORTH
Total Net Worth & Liabilities
INCOME

Applicant's Salary $
Applicant's Bonus/Other $
Spouse's Salary $
Spouse's Bonus/Other $
TOTAL INCOME $

SUPPLEMENTARY SCHEDULES OF ASSETS & LIABILITIES
(NOTE: All data listed above must appear in the appropriate schedules. Insert "NONE" where appropriate.)


CASH IN BANKS:

Name of Bank
Branch / Location
Account #
Amount

NOTES & ACCOUNTS RECEIVABLE:

Debtor #1

Name
Address
Amount
Due Date
Pledged?
Security

Debtor #2

Name
Address
Amount
Due Date
Pledged?
Security

Debtor #3

Name
Address
Amount
Due Date
Pledged?
Security


STOCKS / BONDS / SECURITIES:

Name of Stock, Bond or Security
No. of Shares
Price/Share
Market Value
Exchange & Call Sign

REAL ESTATE:

Item #1

Location / Description
Year Acquired
Cost
Market Value
Monthly Income
Monthly Payment
Mortgage Balance
Mortgage or Lein Holder

Item #2

Location / Description
Year Acquired
Cost
Market Value
Monthly Income
Monthly Payment
Mortgage Balance
Mortgage or Lein Holder

Item #3

Location / Description
Year Acquired
Cost
Market Value
Monthly Income
Monthly Payment
Mortgage Balance
Mortgage or Lein Holder





CASH VALUE OF LIFE INSURANCE:

Name of Insurance Company
Beneficiary
Face Value
Cash Value
Loans Outstanding



OTHER ASSETS:

Description
Title Holder
Cost
Market Value
Age of Asset



LOANS PAYABLE

Name of Lender
Address
Balance Due
Amount Due in 1 Year
How Secured



ACCOUNTS & NOTES PAYABLE (Including Charge Accounts):

Payable to Whom
Address
Amount
Monthly Payment
Due Date
How Secured


TAXES PAYABLE (State & Federal):

Description
Amount
Date Payment is Due


OTHER LIABILITIES:

Description
Payable To:
Amount
Monthly Payment
Due Date
How Secured
Are you contingently liable or an endorser on any bonds or other obligations?
Are you involved in any litigation?
Have you filed for bankruptcy in the last 7 years?
 
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