[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-189571-105":53,"doc-detail-189571-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","first-palmetto-bank-personal-financial-statement","First Palmetto Bank Personal Financial Statement","","Personal financial statement form for applicants to disclose identity details, residences, contact information, and identification data for both applicant and any co-applicant. Includes sections for gross annual income, annual expenditures, significant expected changes over the next 12 months, and related alimony or support disclosure notes. Provides structured reporting of assets (cash, deposits, securities, real estate, retirement accounts), liabilities, net worth, and additional schedules for accounts, property, insurance, business ventures, loans, and contingent liabilities.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/first-palmetto-bank-personal-financial-statement/189571/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/first-palmetto-bank-personal-financial-statement/189571.png","ImageObject",442,249,{"name":88,"@type":89},"Lucas Martin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-30","2026-09-03",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information is required for the applicant and co-applicant?","Question",{"text":108,"@type":109},"The form requests name, home address, city/state/ZIP, years at address, social security number, date of birth, home phone, employer, and work phone, along with identification type, ID number, place of issue, issue date, and expiration date.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the form ask for income and expenditures?",{"text":113,"@type":109},"It collects gross annual income by category (salary/bonuses/commission, dividends/interest, real estate income, other income) and total income, then gathers annual expenditures such as mortgage/rent, real estate taxes, taxes, insurance payments, and interest & principal payments.",{"name":115,"@type":106,"acceptedAnswer":116},"What assets and liabilities must be reported?",{"text":117,"@type":109},"The form requires listing assets in dollars (cash, bank deposits, securities, receivables, residential real estate, retirement accounts, and other assets) and liabilities (mortgage debt, notes payable, accounts payable, and other liabilities), culminating in total liabilities and net worth.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},189571,1790038318,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},8796095360427,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","| | \u003Cbr>|\n| --- | --- |\n\n\n| Name of Applicant |  |  |  |  | Name of Co-Applicant (if any) |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| Home Address |  |  |  |  | Home Address |  |  |  |  |\n| City, State, and Zip Code |  |  |  | Years at\u003Cbr>Address | City, State, Zip Code |  |  |  | Years at\u003Cbr>Address |\n| Social Security Number |  | Date of Birth | Home Phone |  | Social Security Number |  | Date of Birth | Home Phone |  |\n| Employer |  |  | Work Phone |  | Employer |  |  | Work Phone |  |\n| ID Type | ID Number | Place of Issue | Issue Date | Expiration Date | ID Type | ID Number | Place of Issue | Issue Date | Expiration Date |\n\n\n| GROSS ANNUAL INCOME | Applicant | Co-applicant | Combined | ANNUAL EXPENDITURES | Applicant | Co-applicant | Combined |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| Salary, bonuses & Commission |  |  | 0.00 | Mortgage/Rent Payment |  |  | 0.00 |\n| Dividends, Interest |  |  | 0.00 | Real Estate Taxes & Assessment |  |  | 0.00 |\n| Real Estate Income |  |  | 0.00 | Taxes, Fed, State & Local |  |  | 0.00 |\n| Other Income (List)** |  |  | 0.00 | Insurance Payments |  |  | 0.00 |\n| TOTAL INCOME | 0.00 | 0.00 | $ 0.00 | Interest & Principal Payments |  |  | 0.00 |\n| Any significant changes expected in the next 12 months? 􀀀 Yes,(if yes attach information) |  |  |  | Other Expenses – Total\u003Cbr>(Attach List if needed) |  |  | 0.00 |\n| **Alimony, Child Support or Separate Maintenance income need not be revealed if you do not wish to have it considered as a basis for repaying this obligation. |  |  |  | TOTAL EXPENDITURES | 0.00 | 0.00 | $\u003Cbr>0.00 |\n\n\n| ASSETS\u003Cbr>In $ | APPLICANT | CO-APPLICANT | COMBINED | LIABILITIES\u003Cbr>In $ | APPLICANT | CO-APPLICANT | COMBINED |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| Cash (Schedule A) |  |  | 0.00 | Mortgage Debt (Sch D) |  |  | 0.00 |\n| Deposits in this bank (Schedule A) |  |  | 0.00 | Notes Payable to this Bank (Schedule G) |  |  | 0.00 |\n| Deposits in other Banks(Sch A) |  |  | 0.00 | Secured |  |  | 0.00 |\n| Marketable Securities (Schedule B) |  |  | 0.00 | Unsecured |  |  | 0.00 |\n| Non-Marketable Securities (Schedule C or F) |  |  | 0.00 | Notes Payable to Others (Schedule G) |  |  | 0.00 |\n| Acct & Notes Receivable |  |  | 0.00 | Secured |  |  | 0.00 |\n| Residential Real Estate (Sch D) |  |  | 0.00 | Unsecured |  |  | 0.00 |\n| Real Estate Investments (Schedule D) |  |  | 0.00 | Accounts Payable (Sch G)(include Credit Cards) |  |  | 0.00 |\n| Cash Value of Life Insurance (Schedule E) |  |  | 0.00 | Margin Accounts |  |  | 0.00 |\n| IRA, Keogh, Profit Sharing & other Vested Retirement Accts |  |  | 0.00 | Notes Due: Business Ventures (Schedule F) |  |  | 0.00 |\n| Deferred Income-No. of Years Deferred ( ) |  |  | 0.00 | Taxes Payable |  |  | 0.00 |\n|  |  |  |  | Life Insure Loans (Sch E) |  |  | 0.00 |\n| Person Property\u003Cbr>(include Autos) |  |  | 0.00 | Other Liabilities (List) |  |  | 0.00 |\n| Other Assets (List) |  |  | 0.00 |  |  |  |  |\n|  |  |  |  | TOTAL LIABILITIES | 0.00 | 0.00 | 0.00 |\n|  |  |  |  | NET WORTH |  |  |  |\n| TOTAL ASSETS | 0.00 | 0.00 | 0.00 | TOTAL LIABILITIES AND NET WORTH | 0.00 | 0.00 | 0.00 |\n\n\n| Financial Institution | Account Type | Owner(s) | If Pledged, To Whom? | Balance |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n\n\n| No. of Shares | Description | In Name of | Pledged or Held by Others? | Market Value | Exchanges where Traded & Source of Value |\n| --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n\n\n| Type of\u003Cbr>Property | Legal Owner | Purchase\u003Cbr>Price/Year | Market Value | Mortgage Balance | Interest Rate | Maturity Date | Monthly Payment | %\u003Cbr>owned | Lender |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  | 0.000% |  |  | 0.00% |  |\n|  |  |  |  |  | 0.000% |  |  | 0.00% |  |\n|  |  |  |  |  | 0.000% |  |  | 0.00% |  |\n\n\n| Name of Insurance Company | Owner of Policy | B","cbCainoAtBc9DCGV","https://ap.wps.com/l/cbCainoAtBc9DCGV","pdf",1189893,"English","# Applicant Information\n# Income and Expenditures\n# Assets and Liabilities\n## Assets\n## Liabilities and Net Worth\n# Account, Property, Insurance, and Business Schedules\n## Financial Accounts\n## Investments and Property\n## Insurance and Business Ventures\n# Loans and Contingent Liabilities","[{\"question\":\"What information is required for the applicant and co-applicant?\",\"answer\":\"The form requests name, home address, city/state/ZIP, years at address, social security number, date of birth, home phone, employer, and work phone, along with identification type, ID number, place of issue, issue date, and expiration date.\"},{\"question\":\"How does the form ask for income and expenditures?\",\"answer\":\"It collects gross annual income by category (salary/bonuses/commission, dividends/interest, real estate income, other income) and total income, then gathers annual expenditures such as mortgage/rent, real estate taxes, taxes, insurance payments, and interest \\u0026 principal payments.\"},{\"question\":\"What assets and liabilities must be reported?\",\"answer\":\"The form requires listing assets in dollars (cash, bank deposits, securities, receivables, residential real estate, retirement accounts, and other assets) and liabilities (mortgage debt, notes payable, accounts payable, and other liabilities), culminating in total liabilities and net worth.\"}]","First Palmetto Bank Personal Financial Statement | PDF",1788397811]