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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. 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Discreet buyer closing credit check given at close.  \nLearn More  \nAssets:  \nComplete 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.  \nLiabilities:  \nFill 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.  \nSource of Income/Monthly:  \nList all sources of monthly income including base salary, bonuses, dividends, real estate income and any other income (stipends, etc. )  \nProjected Expenses/Monthly:  \nState your expected monthly maintenance and mortgage figures for the coop  apartment you are bidding on.  \nItemized Schedules:  \nProvide an itemized schedule of the assets, liabilities and other income listed on page one of the REBNY financial statement.  \nPro Tip: Estimate your buyer closing costs in NYC with Hauseit’s interactive closing  cost calculator.  \n©Hauseit LLC. All Rights Reserved. Hauseit® is a trademark of Hauseit LLC.  \n\n| Sample REBNY Financial Statement\u003Cbr>Applicant: Co-Applicant:\u003Cbr>\u003Cbr>\u003Cbr>The following is submitted as being a true and accurate statement of the financial condition of the undersigned on the:\u003Cbr>  day of   20  \u003Cbr>|\n| --- |\n| 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\u003Cbr>Cash Surrender Value Retirement Funds/ IRA 401K KEOGH Profit Sharing/ Pension Plan Other Assets (Schedule D) TOTAL ASSETS COMBINED ASSETS\u003Cbr>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\u003Cbr>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\u003Cbr>(Schedule H) TOTAL\u003Cbr>PROJECTED EXPENSES / MONTHLY Applicant Co-Applicant Maintenance Apartment Financing Other Mortgages Bank Loans Auto Loans Other: TOTAL COMBINED TOTAL\u003Cbr>GENERAL INFORMATION Applicant Co-Applicant Personal Bank Accounts at Savings and Loan Accounts at Purpose of Loan\u003Cbr>Sample REBNY Financial Statement\u003Cbr>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:\u003Cbr>Sample REBNY Financial Statement |\n\nItemized Schedules  \nPlease include verification statements and proof of liquid assets as required by your coop or condo.  \n\n| A: ITEMIZED SCHEDULE OF CASH |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| Applicant or Co-Applicant | Financial Institution |  |  |  | Type of Account |  | Account Balance |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n| B: ITEMIZED SCHEDULE OF STOCKS AND BONDS |  |  |  |  |  |  |  |\n| Amount/ No. of Shares | Description |  |  |  |  | Marketable Value | Non-Marketable Value |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n| C: ITEMIZED SCHEDULE O","cbCaisrBdsdW31YQ","https://ap.wps.com/l/cbCaisrBdsdW31YQ","pdf",493718,"English","# Submitting an Offer\n# Form Sections\n## Assets\n## Liabilities\n## Source of Income/Monthly\n## Projected Expenses/Monthly\n## General Information\n## Contingent Liabilities\n# Itemized Schedules\n## Itemized Schedule of Cash\n## Itemized Schedule of Stocks and Bonds\n## Itemized Schedule of Real Estate\n## Itemized Schedule of Other Assets\n## Itemized Schedule of Notes Payable\n## Itemized Schedule of Mortgages Payable\n## Itemized Schedule of Other Liabilities\n## Itemized Schedule of Other Income","[{\"question\":\"What financial information does the REBNY financial statement collect?\",\"answer\":\"It collects applicant and co-applicant assets, liabilities, sources of monthly income, and projected monthly expenses, plus general and contingent liability information.\"},{\"question\":\"How should applicants complete the assets and liabilities sections?\",\"answer\":\"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.\"},{\"question\":\"What are itemized schedules used for in this template?\",\"answer\":\"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.\"}]","REBNY Financial Statement Example - Fillable PDF Template & Instructions | PDF",1790073488]