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Personal financial statement - First Trust & Savings Bank 2025

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The document is a Personal Financial Statement that outlines the necessary information for individuals applying for credit. It includes instructions on how to complete the statement based on individual or joint credit applications, sections for personal and other party information, a detailed financial condition statement including assets and liabilities, sources of income, and additional personal information. The document emphasizes the importance of accuracy in the provided information as it will be used to assess creditworthiness.

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How to use or fill out personal financial statement - First Trust & Savings Bank

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Click ‘Get Form’ to open it in the editor.
Begin with Section 1, where you will enter your individual information. Fill in your name, residence address, city, state, zip code, position or occupation, and contact details.
If applying for joint credit, proceed to Section 2 and provide the same details for the other party involved.
In Section 3, outline your financial condition. List your assets such as cash on hand, securities, real estate owned, and any other relevant items. Ensure you omit cents when entering dollar amounts.
Next, detail your liabilities including notes payable and unpaid taxes. Calculate total liabilities and net worth accurately.
Complete the sources of income section by detailing salary, dividends, real estate income, and any alimony or child support if applicable.
Finally, review all sections for accuracy before signing at the bottom of the form to confirm that all information is true and complete.

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Why do banks ask for personal financial statements?

Decision Making: Financial statements aid banks in making informed decisions about the loan terms, interest rates, and collateral requirements they can comfortably extend. Creditworthiness: Your financial history helps banks determine your creditworthiness.

What are the benefits of banking with FTSBank?

All First Trust and Savings Bank checking accounts come with these benefits at no additional charge: First Check Debit/ATM Card. Online Banking. Mobile Banking. Online BillPay. Zelle First Link Telephone Banking (1-877-FTS-BANK)

Who owns First Security Trust and Savings Bank?

First Security Trust and Savings Bank is now Byline Bank! Weve decided to partner based on our shared vision, values and dedication to the local community.

How much is First Trust bank worth?

Latest Holdings, Performance, AUM (from 13F, 13D) First Bank Trust has disclosed 243 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 560,750,808 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed).