Bank loan application

Applicant & request

Enter current balances, not original loan amounts. Do not repeat these debts in Other liabilities.

Only cash surrender value counts as an asset, not the face amount. Policy loans count as liabilities.

Enter the whole property market value and your ownership percentage. Mortgage and unpaid tax amounts must be your own outstanding obligations.

Use last four digits only. Current balances count as liabilities.

Coverage limits are reference information, not assets or cash expenses.

Cash on hand, vehicles, jewelry, furniture and other assets not already listed. Do not repeat bank deposits or real estate.

Use the value of the entire business equity, then your share. Business assets already included in this equity value must not be listed again.

Use exactly the same business name as above. Your share plus other partners cannot exceed 100%. Partners are reference records, not additional assets.

Enter debts not already in banking, policy loans, property liens or cards. Paid-off historical loans do not count toward current liabilities.

Shown separately; not automatically added to current liabilities.

Enter monthly amounts. Annual figures are projected as monthly × 12; they are not historical annual income.

Enter each monthly payment once, including debt installments. Reference payments in the schedules above are not added again.

Add each family member once. Whole-estate beneficiary percentages are separate from asset-specific ownership below. Neither is a legal inheritance determination.

Select an asset reference and a family member. Current shares are OTHER family members' shares, excluding the applicant's share already entered above. Future wishes refer to percentages of the whole asset, are not current ownership, and never increase current net worth.