PERSONAL FINANCIAL STATEMENT - CornerStone Bank 2026

1. Click ‘Get Form’ to open the PERSONAL FINANCIAL STATEMENT in the editor.
2. Begin with SECTION 1, where you will enter your personal information. Fill in your name, date of birth, social security number, and residence address. Ensure accuracy as this information is crucial for identification.
3. Proceed to SECTION 2 for co-applicant information. Repeat the same process for the co-applicant's details, including their name and contact information.
4. In the INCOME FOR YEAR ENDED section, list all sources of income for both applicants. Include salary, bonuses, commissions, and any other relevant income streams.
5. Move on to the STATEMENT OF FINANCIAL CONDITION AS OF section. Indicate whether each asset and liability applies to you (A), your co-applicant (C), or jointly (J).
6. Complete SCHEDULES A through J by providing detailed information about your assets and liabilities. Use additional sheets if necessary for clarity.
7. Finally, review all entries for accuracy before signing at the end of the document. Your signature confirms that all provided information is true and complete.

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