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- Click ‘Get Form’ to open the BECU Financial Statement in the editor.
- Begin by filling out your Personal Profile. Indicate your marital status and provide your name, social security number, address, and contact information.
- Next, move to the Assets section. List all cash accounts, marketable securities, and other assets as instructed. Ensure you complete Schedules A through H for detailed asset breakdowns.
- Proceed to the Liabilities section. Document any debts such as credit cards, loans, and mortgages. Be thorough in detailing each liability.
- Fill in the Annual Income and Estimate of Annual Expenses sections accurately to reflect your financial situation.
- Review all entries for accuracy before signing at the bottom of the form. Ensure that both applicants sign if applicable.
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