Form cm 2b fillable 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section I, where you will provide general information about your business. Fill in the name and address, business phone number, and select the appropriate entity type (Corporation, Partnership, etc.).
3. Continue by entering details of the person being interviewed and their Federal I.D. No. Ensure all fields are accurately completed for clarity.
4. In Section II, input your General Excise I.D. No., home phone number, and address. Then list your financial accounts including bank accounts and credit cards, ensuring to attach additional sheets if necessary.
5. Proceed to detail your assets and liabilities in Section III. Carefully categorize each asset and liability while providing current market values and balances due.
6. Finally, complete Section IV by detailing income and expenses for the specified period. Ensure all totals are calculated correctly before signing at the end of the form.

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