PERSONAL FINANCIAL STATEMENT AS OF - Lowell Five 2025

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The document is a Personal Financial Statement form from The Lowell Five Cent Savings Bank, designed for applicants seeking credit. It collects detailed personal and financial information from both the applicant and co-applicant, including income sources, expenditures, assets, liabilities, and contingent liabilities. The form also includes sections for securities, insurance, real estate investments, and notes payable. Additionally, it outlines the representations and warranties required by federal law to combat terrorism and money laundering.

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Click ‘Get Form’ to open the PERSONAL FINANCIAL STATEMENT AS OF - Lowell Five in the editor.
Begin by filling out the 'Personal Information' section. Enter your name, address, phone number, and social security number. Ensure accuracy as this information is crucial for identification.
Next, provide details about your employment. Include your employer's name, address, and your position. If applicable, repeat this for the co-applicant.
Move on to the 'Annual Income' section. List all sources of income along with their amounts, omitting cents. This includes salaries, bonuses, and any other income streams.
In the 'Annual Expenditures' section, detail your expenses such as taxes, mortgage payments, and living costs. This will help in assessing your financial health.
Complete the 'Balance Sheet' by listing assets and liabilities accurately. This includes cash accounts, real estate investments, and any debts owed.
Finally, review all entries for accuracy before signing the document electronically within our platform.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How secure is Lowell Five online banking?

Lowell Five Bank uses a combination of safeguards to protect your information and keep your online banking activity safe. We have aggressive fraud monitoring systems to protect your money and your online banking activity.

Is Lowell Five a good bank?

It is also the 663rd largest bank in the nation. It was established in 1854 and as of June of 2025, it had grown to 209 employees at 15 locations. Lowell Fives savings rates are 6X the national average, and it has an A health rating.

What are the benefits of banking with Lowell Five?

Digital Banking Services from Lowell Five are free, secure, and easy to access. When used together, Online Banking and Mobile Banking give you maximum control over your banking without taking time out of your busy day to make a trip to the bank.

Is Lowell Five FDIC insured?

Rest Assured, Your Deposits are Fully FDIC and DIF Insured At Lowell Five you enjoy the peace of mind that comes from knowing that all of your deposits are insured in full. Each depositor is insured by the FDIC (Federal Deposit Insurance Corporation) to at least $250,000.

How big is Lowell Five Bank assets?

With nearly $1.7 billion in assets, over 200 employees and 15 banking center locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five is honored to play a vital role in the economic vitality of the region.

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How secure is my online banking?

All top online banks use 256-bit advanced encryption. Essentially, what that means is that when data leaves your computer and floats off into the internet, its jumbled into ciphertext that can only be decrypted at the other end. If hackers manage to tap into your data en route, they wont be able to read it.

How much can you withdraw from Lowell Five?

Lowell Five ATM or Debit Card You can withdraw up to $500.00 per day, per card, up to the available balance from your accounts. Your daily cash withdrawal limit is reduced by the amount of any cash you receive in a CASH BACK transaction that day.