PFS – Commercial Capital Ltd., FL

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PFS Test form blocks-3.29.2021

Step 1 of 4 - Name and Address

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  • Your email:
  • Your phone (*We'll only call if needed!):
  • Cash in Banks

    Cash accounts: Start by clicking the orange "Add Account" button below:
  • Bank Name Account # Balance Actions
         
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    Click "Add Account" below to start:
  • Finished with Bank accounts?
    Any escrow deposits being held?
  • Company Address Contact Name Escrow phone Email Amount Actions
               
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    Any securities, stocks or bond accounts?
  • Investment Accounts

    Stocks, bonds and other publicly traded investments
  • Any securities accounts?
    Account Name Owner Name Security/Symbol Exchange # of Shares Price Per Share Mkt Value Amount pledged to others: Actions
                   
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  • Security/Symbol Number of shares Price per share Owner Name Exchange Market Value Amt pledged to others Actions
                 
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  • Account Type Account Name Account Number Market Value Actions
           
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  • Account Type Account Name Account Number Market Value Actions
           
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  • Cash value Insurer Name Benefit Amt Beneficiary(s) Benficiary Relation Loans or pledged? Loans or Pledged Amt Actions
                 
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  • Owed from Name Amount Owed Interest Rate Monthly payment Date Due (term ends) Actions
             
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  • Year Make Model Market Value Loan Balance Creditor Name Monthly Payment Actions
                 
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  • Type borr_pers_re_address borr_personal_re_cityCity borr_pers_re_state borr_pers_re_zip borr_pers_re_purch_date Price Market Value Mortgage Bal Lender Acct # PMT (Monthly) Actions
                           
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  • Personal Property Assets Personal Property Description Market Value Valuation method Actions
           
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  • Other Asset Type Description of asset Method Held Describe "other" Other Asset Value Actions
             
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  • Creditor Name Account Number Credit Amount Available Interest Rate Balance Owed Minimum Monthly Payment Actions
               
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  • Other Loans Original Amount Interest Rate Maturity Date Balance Due Actions
             
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  • Creditor Name Original Amount Balance Owed Security or Collateral Actions
           
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  • Salary Investment Income Real Estate income Other income Please decribe "Other Income": Actions
             
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  • As Endorser or Co-Maker Legal Claims or Judgements Provision for Income Tax Other Special Debt Actions
           
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