PFS-2 (Personal Financial Statement 1.12.2021) Universal PFS form Step 1 of 6 - Contact 16% Let's get started with your name and address:borr_name First Last EmailYour email: PhoneYour phone number: Cash in BanksCash accounts: Start by clicking the orange "Add Account" button below: Bank AccountClick "Add Account" below to start:Total in Bank AccountsEscrow Deposit*Any escrow deposit held per PSA contract being held?YesNoEscrow DepositsEscrow Deposit Amountborr_escrow_$amtTotal Escrow Deposits:Investment AccountsStocks, bonds and other publicly traded investments borr_securities_acct_y_n*Any publicly traded security (stocks, bonds, mutual funds, etc.) investment accounts?YesNoStocks & Bonds:Totalborr_securities_held_y_n*Do you hold any stocks, bonds or marketable securities in certificate form?YesNoCertificates HeldTotalIRA or Retirement AccountsType and amountborr_retirement_acct_y_n*Do you have any retirement accounts?YesNoRetirement Accountsborr_retirement_acct__$amtThe total value of all retirement accounts:Life Insurance - Cash Surrender ValueCash Surrender Value ("CSV") life insurance Term Life insurance has no CSV - do not enter the death benefit amount here. borr_life_ins1_y_n*Do you have "cash surrender value" life insurance?YesNoCash Value Life InsuranceCash Value of life InsuranceDo you have any personal Notes Receivable?YesNoAccounts and Notes ReceivableThe amount of any money owed to you personally (whether or not evidenced by a note)Account Receivable from othersAR Total Motor VehiclesThe year, make, model & value of your vehiclesMotor VehiclesTotal Motor Vehicle AssetsTotal Motor Vehicle LiabilitiesReal Estate OwnedThe value of your personal residence, secondary residence and any rental real estate you own personallyPersonal Real Estate*Do you own any personal real estate?YesNoPersonal Real EstateR.E. EquityCRE & Business Assets*Other CRE and BusinessesYesNoCRE & Business AssetsCRE & Business AssetsTotal CRE & Business AssetsPersonal Propertyborr_personal_property_y_nDo you own any "personal" property, other than listed above? (*Iinclude furnishings, home equipment, electronics, etc.)YesNoPersonal PropertyPersonal Property Valueborr_other_assets_y_n*Do you own any other "Assets"? (includes business interest at estimated value, precious metals, art or coin collections, etc.)YesNoOther AssetsAny "Other Assets" not listed above?Other AssetsTotal Other AssetsRevolving Credit Cards and AccountsRevolving Credit*Any credit cards or other revolving debt?YesNoRevolving CreditTotal Rev CreditMinimum monthly paymentOther Term or Installment Loans*Other term or installment loansYesNoOther Term LoansCreditor NameTotal Other LoansOther Term Loans*Any personal accounts payable?YesNoPersonal Accounts PayablePersonal Accts PayableTotal Personal APUnpaid Income Tax*YesNoUnpaid Income TaxesUnpaid Taxes Amt Sources of IncomeList sources of income by amountIncome SourcesTotal Income SourcesAny Contingent Liabilities?**Contingent liabilities may not be owed now Examples: Co-signing, past due taxes, legal claimsYesNoContingent LiabilitiesContingent Liabilities*Use $0.00 if noneTotal Contingent Liabilities In this section, you can upload filesPlease upload: 1. Continuation sheet(s) 2. Credit report with score Upload Files Drop files here or Total Assets - Liabilities = Net Worthborr_total_assets_$amtAssets:borr_total_liabilities_($amt)Liabilities:borr_net_worthNet Worth:Check PFSIf you need to, you may click "Previous" below to edit or make any changes. When you're ready, click "Yes" to continue and submit.YesNo SignatureI certify that all information is true and correct to the best of my knowledge. borr_certification I certify that all information is true and correct to the best of my knowledge.Signature*type_nameType your name here:
Commercial Capital Ltd., FLCommercial Capital Ltd., FL