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CHECKLIST


General
  • Social Security Number
  • Home address for the past two years
Employment
  • Employer addresses and phone numbers for the past two years
  • Dates of employment for the past two years
Monthly Income
  • Monthly employment income, commission, overtime and bonuses
  • Other monthly income amounts:

    • Dividends / interest
    • Pension / retirement
    • Social security/disability
    • VA benefits
    • Alimony / child support
    • Foster care income
    • Total gross rental income
Monthly Expenses
  • Monthly housing expenses:

    • Rent
    • First mortgage
    • Other financing
    • Hazard Insurance
    • Real estate taxes
    • Mortgage insurance
    • Homeowner's association dues
  • Other monthly expenses:
  • Alimony
  • Child support
  • Separate maintenance
  • Job-related expenses(such as child care, union dues, etc.)
Real Estate
  • Address and estimated value of real estate currently owned
  • Loan information of real estate:

    • Creditor's name
    • Account number
    • Monthly payment
    • Balance remaining
Financial Institutions
  • Institution name, account number, account balance for:

    • Checking
    • Savings
    • Mutual funds
    • Money market
    • Brokerage

  • Total market value of any stocks, bonds and CD's you hold
  • Make, model and market value of automobiles you own
  • Net cash value of life insurance
  • Vested interest amount in your retirement fund(s)
  • Net worth of any businesses owned
Liabilities
  • Creditor's name, account number, monthly payment, remaining balances for:
  • Revolving credit (examples: Visa, MasterCard, Discover)
  • Installment loans (examples: car loans, student loans)
  • Credit paid monthly (examples: American Express, Diner's Club)
  • Leases (examples: car lease, furniture lease)