| Assets |
| Cash deposit held by: |
If you have given the seller or your real estate agent
earnest money or a deposit on the contract list it here. |
| Bank Info Fields |
Your Account number will be the numbers inside the box. 
|
| Balance |
Enter the current balance balance |
| Stocks and Bonds info |
- For stocks enter the company name and number of shares in first
field and the value of the shares in the second field.
- For a mutual fund enter the name of the mutual fund and the number of
shares in the first field and the value of the shares in the second field
- For bonds enter the name of the company and the word "bond"
in the first field and the face value of the bond(s) in the second field.
- If you need more space use the comment section at the end of the
application
|
| Vested Interest in Retirement |
Enter only the amount of money that is considered
yours. Vesting procedures vary from company to company. |
| Gift Funds |
Enter the the amount of Gift Funds you will be
receiving for use as down payment in the first field, and the name of the person donating
those funds in the second field. |
| Liabilities |
| First Mortgage Creditor |
If this is a refinance enter all of the information
about your current lender. You can find it in the payment book or monthly statement. |
| Second Mortgage Creditor |
Same as First mortgage. |
| All Other Monthly Liabilities |
Enter the total of all of your other payments.
Only include the required monthly payments if you pay extra on some bills. Do not
include utilities or insurance expenses. |
| Other Real Estate Owned |
If you own one or more other properties for rental or
vacation home then total the values for these fields and enter. Don't enter anything
about the property you are refinancing if this is a refinance. |