Financial Statement Form - Bloom Commercial Real Estate 2026

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The document is a Personal Financial Statement that requires applicants to provide detailed information about their financial status, including personal information, assets, liabilities, income sources, and contingent liabilities. It includes sections for balance sheets, income statements, and details on real estate and other personal property. The statement must be completed fully, with any necessary attachments, and is intended for use in lease agreements or credit evaluations.

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Begin with SECTION A - APPLICANT INFORMATION. Fill in your name, business number, address, and contact details. Ensure all fields are completed as any unfilled spaces will be assumed as 'no' or 'none'.
Proceed to answer the questions regarding marital status and financial history. If applicable, provide explanations for any affirmative answers.
Move on to SECTION B - BALANCE SHEET. List your assets and liabilities accurately. Use the provided categories such as cash, savings accounts, and real estate.
Continue with SECTION 1 - SOURCES of INCOME & CONTINGENT LIABILITIES. Document your income sources and any contingent liabilities you may have.
Complete the remaining sections detailing notes payable, stocks and bonds, real estate owned, other personal property, unpaid taxes, other liabilities, and life insurance held.
Finally, review all entries for accuracy before signing the document at the end of the form.

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