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It requests marital status and address history, employment and income details, dependents, and identification fields. The form gathers annual income and expenditures, calculates totals, and asks whether income categories may change within a year. 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A co-applicant or guarantor profile is completed only as required by the form’s instructions.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"When is co-applicant/guarantor information required?",{"text":114,"@type":110},"Co-applicant/guarantor questions are required if the applicant lives in a community property state or if the information relates to a joint credit request with the co-applicant/guarantor.",{"name":116,"@type":107,"acceptedAnswer":117},"What financial sections does the form include?",{"text":118,"@type":110},"The form includes annual income and expenditures, additional details about changes to income and other loans/obligations, and detailed asset and liability schedules used to compute net worth.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},348458,1790414022,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},962084931830,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","Personal Financial Statement  \nPlease provide a completed Personal Financial Statement for each company principal or owner.  \nPERSONAL PROFILE  \nCheck your marital status and only answer questions on this statement about your co-applicant/guarantor if (a) you live in a community property state (AZ, CA, ID, LA, NV, NM, TX, WA, WI) or (b) this information relates to a joint credit request with your co-applicant/guarantor. If you are married and live in a community property state, Bank of America, N.A. will assume that all assets, income and debts are community property unless you indicate otherwise.  \nPlease select one of the following: Married Unmarried Separated  \n\n| Name |  | Date ofBirth | Social Security Number |  | Date |  |\n| --- | --- | --- | --- | --- | --- | --- |\n| Current Street Address (Where Living) |  | City State ZIP |  | Years There | Own\u003Cbr>Other | Rent |\n| Previous Address (If less than 2 years at current address) |  | City State ZIP |  | Years There | Own\u003Cbr>Other | Rent |\n| Other Name(s) in which credit has been granted |  | Home Phone (Include Area Code) |  | Driver's License Number |  |  |\n| Number of Dependents |  |  | Ages of Dependents |  |  |  |\n| Employer (If Self-Employed, Name of Business) | Self-Employed\u003Cbr>Yes No | Position |  | Years There | Salary\u003Cbr>Commission |  |\n| Employer Address |  | City State ZIP |  | Business Phone |  |  |\n| Previous Employer (If with current employer less than 2 years) |  | City State ZIP |  | Years There | Position |  |\n| CPA/Accountant |  |  |  | Phone No. (Include Area Code) |  |  |\n\n\n| CO-APPLICANT OR GUARANTOR PROFILE |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| Name |  | Social Security Number |  |  | Other Name(s) in which credit granted |  |  |\n| Previous Address (If less than 2 years at current address) |  | City State ZIP |  |  | Years There | Date ofBirth |  |\n| Employer (If Self-Employed, Name of Business) | Self-Employed\u003Cbr>Yes No | Position |  |  | Years There | Salary\u003Cbr>Commission |  |\n| Employer Address |  | City State ZIP |  |  | Business Phone |  |  |\n| PERSONAL FINANCIAL PROFILE |  |  |  |  |  |  |  |\n| Annual Income | Amount |  | Expenditures |  | Annual Payments |  | Min. Monthly Payments |\n| Your Annual Salary |  |  | Real Estate Payments* |  | 0 |  | 0 |\n| Your Co-applicant's/Guarantor's Annual Salary |  |  | Rent Lease Payments |  |  |  |  |\n| Rental Income* | 0 |  | Income Taxes |  |  |  |  |\n| Other Income (Please Itemize)1 |  |  | Insurance Premiums |  |  |  |  |\n|  |  |  | Property Taxes |  |  |  |  |\n|  |  |  | Alimony |  |  |  |  |\n|  |  |  | Other Expenditures (Please Itemize) |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  | Total Expenditures |  | 0 |  | 0 |\n| Total Annual Income | 0 |  | Net Annual Income |  | 0 |  |  |\n| 1You do not have to include information on income from alimony, child support or separate maintenance, unless you want it to be considered in granting credit, in which case it should be included in the space\u003Cbr>for other income. *These values are automatically calculated. |  |  |  |  |  |  |  |\n| Are any of the categories of Total Annual Income likely to be reduced or interrupted over the next year? If yes, please describe under Additional Details below. |  | Yes\u003Cbr>No |  | Do you have loans/obligations in any other individual or business name? If yes, please describe under Additional Details below. |  |  | Yes\u003Cbr>No |\n\nAdditional Details  \nIndividual Borrowers and Guarantors (Do not include business assets/liabilities)  \nAssets Market Value Liabilities + Net Worth  \nOutstanding  \nBalance Min. Monthly Payments  \n| Checking Accounts (Schedule A)* | 0 | Credit Cards/Lines of Credit (Schedule D)* | 0 | 0 |\n| --- | --- | --- | --- | --- |\n| Savings Accounts (Schedule B)* | 0 | Real Estate Loans (Schedule H)* | 0 | 0 |\n| Accounts/Notes Receivable (Schedule C)* | 0 | Other Obligations (Please Itemize) |  |  |\n| Retirement Accounts (Schedule E)* | 0 |  |  |  |\n| Marke","cbCaisZeagB4LzNJ","https://ap.wps.com/l/cbCaisZeagB4LzNJ","pdf",472649,"English","# Personal Profile\n## Co-applicant or Guarantor Profile\n# Personal Financial Profile\n# Additional Details\n## Assets, Liabilities, and Net Worth\n## Schedule A-I and Schedules A-I","[{\"question\":\"Who should complete this Personal Financial Statement?\",\"answer\":\"Each company principal or owner should provide a completed Personal Financial Statement. A co-applicant or guarantor profile is completed only as required by the form’s instructions.\"},{\"question\":\"When is co-applicant/guarantor information required?\",\"answer\":\"Co-applicant/guarantor questions are required if the applicant lives in a community property state or if the information relates to a joint credit request with the co-applicant/guarantor.\"},{\"question\":\"What financial sections does the form include?\",\"answer\":\"The form includes annual income and expenditures, additional details about changes to income and other loans/obligations, and detailed asset and liability schedules used to compute net worth.\"}]","Personal Financial Statement - Application Form | PDF",1790073612]