REBNY Financial Statement Example - Fillable PDF Template & Instructions

Sep 22, 2026

A fillable REBNY financial statement template designed to help applicants and co-applicants report financial condition for NYC coop or condo underwriting. The form gathers detailed assets, including cash, investments, real estate, retirement funds, and other assets; liabilities such as notes payable, mortgages, credit card debt, and other debts; monthly income sources and projected monthly expenses. It also includes itemized schedules for cash, stocks and bonds, real estate, other assets, notes payable, mortgages, other liabilities, and other income, plus general and contingent liability declarations.

LanguageEnglish

CategoryForms

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Submitting an Offer

Form Sections

Assets

Liabilities

Source of Income/Monthly

Projected Expenses/Monthly

General Information

Contingent Liabilities

Itemized Schedules

Itemized Schedule of Cash

Itemized Schedule of Stocks and Bonds

Itemized Schedule of Real Estate

Itemized Schedule of Other Assets

Itemized Schedule of Notes Payable

Itemized Schedule of Mortgages Payable

Itemized Schedule of Other Liabilities

Itemized Schedule of Other Income

REBNY Financial Statement Example Fillable PDF Template & Instructions Submitting an Offer? Save up to 2% When Buying in NYC Save money without disrupting your deal by working with one of our traditional, experienced partner buyer's brokers who never openly discount. Discreet buyer closing credit check given at close. Learn More Assets: Complete the cells for applicant and co-applicant to include all of you assets: cash, investments, property, etc. Figures should be based on your most recent bank statements. Liabilities: Fill out the cells for applicant and co-applicant to include all debt you currently have. This includes student loans, other mortgages, auto loans, and notes payable. Source of Income/Monthly: List all sources of monthly income including base salary, bonuses, dividends, real estate income and any other income (stipends, etc. ) Projected Expenses/Monthly: State your expected monthly maintenance and mortgage figures for the coop apartment you are bidding on. Itemized Schedules: Provide an itemized schedule of the assets, liabilities and other income listed on page one of the REBNY financial statement. Pro Tip: Estimate your buyer closing costs in NYC with Hauseit’s interactive closing cost calculator. ©Hauseit LLC. All Rights Reserved. Hauseit® is a trademark of Hauseit LLC. | Sample REBNY Financial Statement
Applicant: Co-Applicant:

The following is submitted as being a true and accurate statement of the financial condition of the undersigned on the:
day of 20
| | --- | | ASSETS Applicant Co-Applicant Cash in banks (Schedule A) Money Market Funds Contract Deposit Investments: Stocks and Bonds (Schedule B) Investments in Own Business Accounts and Notes Receivable Real Estate Owned (Schedule C) Automobiles: Year Make Personal Property and Furniture Life Insurance
Cash Surrender Value Retirement Funds/ IRA 401K KEOGH Profit Sharing/ Pension Plan Other Assets (Schedule D) TOTAL ASSETS COMBINED ASSETS
LIABILITIES Applicant Co-Applicant Notes Payable (Schedule E) To Banks To Relatives To Others Installment Accounts Payable: Automobile Other Other Accounts Payable Mortgages Payable on Real Estate (Schedule F) Unpaid Real Estate Taxes Unpaid Income Taxes Chattel Mortgages Loans on Life Insurance Policies (Include Premium Advances) Outstanding Credit Card Debt Other Debts (Schedule G) TOTAL LIABILITIES NET WORTH COMBINED LIABILITIES
SOURCES OF INCOME / MONTHLY Applicant Co-Applicant Base Salary Overtime Wages Bonus and Commissions Dividends and Interest Income Real Estate Income (Net) Other Income Including Gifts
(Schedule H) TOTAL
PROJECTED EXPENSES / MONTHLY Applicant Co-Applicant Maintenance Apartment Financing Other Mortgages Bank Loans Auto Loans Other: TOTAL COMBINED TOTAL
GENERAL INFORMATION Applicant Co-Applicant Personal Bank Accounts at Savings and Loan Accounts at Purpose of Loan
Sample REBNY Financial Statement
CONTINGENT LIABILITIES An Endorser or Co-maker on Notes Alimony Payments (Annual) Child Support Are you a defendant in any legal action? Are there any unsatisfied judgments? Have you ever taken bankruptcy? Explain:
Sample REBNY Financial Statement | Itemized Schedules Please include verification statements and proof of liquid assets as required by your coop or condo. | A: ITEMIZED SCHEDULE OF CASH | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | Applicant or Co-Applicant | Financial Institution | | | | Type of Account | | Account Balance | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | B: ITEMIZED SCHEDULE OF STOCKS AND BONDS | | | | | | | | | Amount/ No. of Shares | Description | | | | | Marketable Value | Non-Marketable Value | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | C: ITEMIZED SCHEDULE O

FAQs

What financial information does the REBNY financial statement collect?

It collects applicant and co-applicant assets, liabilities, sources of monthly income, and projected monthly expenses, plus general and contingent liability information.

How should applicants complete the assets and liabilities sections?

Assets should be based on the most recent bank statements, listing categories such as cash, investments, property, and retirement funds. Liabilities should include current debts like student loans, mortgages, auto loans, and notes payable.

What are itemized schedules used for in this template?

Itemized schedules provide detailed line-by-line support for the totals on page one, including cash, stocks and bonds, real estate, notes payable, mortgages, other liabilities, and other income.

Sep 22, 2026

Upload by Sophia Brooks