|
Description |
Outstanding Balance |
Interest Rate |
|
|
Real estate loans |
|||
|
Mortgage on primary residence |
$_______________ |
________% |
|
|
Home equity loan |
$_______________ |
________% |
|
|
Home equity line of credit |
$_______________ |
________% |
|
|
Mortgages on other real estate |
$_______________ |
________% |
|
|
Vehicle loans |
|||
|
Car 1 |
$_______________ |
________% |
|
|
Car 2 |
$_______________ |
________% |
|
|
Car 3 |
$_______________ |
________% |
|
|
Other vehicle/boat |
$_______________ |
________% |
|
|
Education loans |
|||
|
Loan #1 |
$_______________ |
________% |
|
|
Loan #2 |
$_______________ |
________% |
|
|
Loan #3 |
$_______________ |
________% |
|
|
Credit cards |
|||
|
#1 |
$_______________ |
________% |
|
|
#2 |
$_______________ |
________% |
|
| #3 |
$_______________ |
________% |
|
|
#4 |
$_______________ |
________% |
|
|
#5 |
$_______________ |
________% |
|
|
#6 |
$_______________ |
________% |
|
| Installment loans | |||
|
#1 |
$_______________ |
________% |
|
|
#2 |
$_______________ |
________% |
|
|
#3 |
$_______________ |
________% |
|
|
#4 |
$_______________ |
________% |
|
|
#5 |
$_______________ |
________% |
|
|
Other debt |
|||
|
Personal loan from bank |
$_______________ |
________% |
|
|
Personal loan from family/friend |
$_______________ |
________% |
|
|
Margin loan from broker |
$_______________ |
________% |
|
|
Insurance loan |
$_______________ |
________% |
|
|
401(k) loan |
$_______________ |
________% |
|
|
Other:_________________ |
$_______________ |
________% |
|
|
Total Debt |
$_______________ |
________% |
|
- ARE NOT A DEPOSIT
- ARE NOT FDIC-INSURED
- ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- ARE NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.
