Individual financial statement - Members 1st Federal Credit Union - members1st 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Applicant Information' section. Provide your name, Social Security Number, business name (if applicable), phone numbers, and date of birth. If assets are jointly owned with a spouse, include their name.
3. Next, move to the 'Balance Sheet Information' section. List your assets such as cash, savings accounts, and real estate. Ensure you accurately detail liabilities including accounts payable and loans.
4. In 'Source of Income', document all income sources like salary and rental income. Remember that alimony or child support does not need to be disclosed unless desired for total income consideration.
5. Complete sections detailing notes payable, stocks and bonds, real estate owned, unpaid taxes, other liabilities, and life insurance held as required.
6. Finally, review your entries for accuracy before signing and dating the form at the bottom.

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