Fill and Sign the Personal Ira Form

Financial Statement Disclosure Information This financial statement disclosure is for use in connection with a premarital agreement and should be completed accurately and completely. This statement should contain a full disclosure of all your assets and liabilities. You should initial each page and sign the last page. Your prospective spouse should also sign the last page acknowledging receipt.Both persons must complete a separate financial statement and provide it to the other party. Two forms are enclosed, one for each party.This form can be completed in Word or printed and completed by hand.If you require additional space, please attach additional pages for the sections you need to expand. Financial Statement page - 1 - Initials: _________ PE R SO NAL F IN ANCIA L D IS C LO SU RE S T A TEM EN T ****************************************************** To: Date: Individual InformationName: Address: City: State:,,Zip Occupation: Phone: Current AssetsCurrent LiabilitiesCash on Hand or in Banks Notes Payable (Secured)(Schedule F) Other Cash: Notes Payable (Unsecured)(Schedule G) Real Estate (other than residence Schedule A) Real Estate Mortgages Payable (Schedule H) Residence Auto Loans (Schedule I) Motor Vehicles (Schedule B) Unpaid Taxes and Interest US Government Securities (Schedule C) Due to Brokers Non-Marketable Securities (Schedule D) Open Accounts Stocks (Schedule E) Credit Cards (List): Other Personal Property Visa Life Insurance Cash Value Business IRA Notes Receivable Other Assets:Other:Personal IRA Antiques Partnership Assets Residential Mortgage Total Liabilities TOTAL OF ALL ASSETS LESS TOTAL OF ALL LIABILITIES NET WORTH Total Assets Individual Income Information (Annual)Salary Bonus Commissions Dividends Rental Income Other Income (List): Total Income Contingent LiabilitiesGuarantor, Co-maker Lease or Contracts Legal Claims Other: SCHEDULE “A” REAL ESTATEDescription of Real Estate Cost Market Value Date Acquired Financial Statement page - 2 - Initials: _________ Totals SCHEDULE “B” MOTOR VEHICLESDescription of Motor Vehicles Cost Value Totals SCHEDULE “C” U.S. GOVERNMENT SECURITIESDescription of Stock or Bond Date AcquiredPar ValueMarket Value Totals SCHEDULE “D” NON MARKETABLE SECURITIESDescription Date AcquiredPar ValueMarket Value Totals SCHEDULE “E” STOCKSCompanySharesDate AcquiredPar ValueMarket Value Financial Statement page - 3 - Initials: _________ Totals SCHEDULE “F” NOTES PAYABLE SECUREDDescription Date BalancePayment (m/yr) Totals SCHEDULE “G” NOTES PAYABLE UNSECUREDDescription Date BalancePayment (m/yr) SCHEDULE “H” REAL ESTATE MORTGAGESDescription Date BalancePayment (m/yr) Totals SCHEDULE “I” AUTO LOANSDescription Date BalancePayment (m/yr) Totals CERTIFICATION TO FINANCIAL STATEMENT Financial Statement page - 4 - Initials: _________ I certify this Statement to be true and correct as of the date indicated; that this financial statement is a full and fair disclosure of my assets; and that I provided a true and correct copy of this financial statement to ___________________________________ on ___________________. _________________________________SignatureDate: ___________________________I _ ________________ __________________ a cknowledge r eceipt o f t his f inancial statement a nd d iscl osure.__ _________________ _____________________ Si gnatureD a te: _ ____________ ______________________ Financial Statement page - 1 - Initials: _________ PE R SO NAL F IN ANCIA L D IS C LO SU RE S T A TEM EN T ****************************************************** To: Date: Individual InformationName: Address: City: State:,,Zip Occupation: Phone: Current AssetsCurrent LiabilitiesCash on Hand or in Banks Notes Payable (Secured)(Schedule F) Other Cash: Notes Payable (Unsecured)(Schedule G) Real Estate (other than residence Schedule A) Real Estate Mortgages Payable (Schedule H) Residence Auto Loans (Schedule I) Motor Vehicles (Schedule B) Unpaid Taxes and Interest US Government Securities (Schedule C) Due to Brokers Non-Marketable Securities (Schedule D) Open Accounts Stocks (Schedule E) Credit Cards (List): Other Personal Property Visa Life Insurance Cash Value Business IRA Notes Receivable Other Assets:Other:Personal IRA Antiques Partnership Assets Residential Mortgage Total Liabilities TOTAL OF ALL ASSETS LESS TOTAL OF ALL LIABILITIES NET WORTH Total Assets Individual Income Information (Annual)Salary Bonus Commissions Dividends Rental Income Other Income (List): Total Income Contingent LiabilitiesGuarantor, Co-maker Lease or Contracts Legal Claims Other: SCHEDULE “A” REAL ESTATEDescription of Real Estate Cost Market Value Date Acquired Financial Statement page - 2 - Initials: _________ Totals SCHEDULE “B” MOTOR VEHICLESDescription of Motor Vehicles Cost Value Totals SCHEDULE “C” U.S. GOVERNMENT SECURITIESDescription of Stock or Bond Date AcquiredPar ValueMarket Value Totals SCHEDULE “D” NON MARKETABLE SECURITIESDescription Date AcquiredPar ValueMarket Value Totals SCHEDULE “E” STOCKSCompanySharesDate AcquiredPar ValueMarket Value Financial Statement page - 3 - Initials: _________ Totals SCHEDULE “F” NOTES PAYABLE SECUREDDescription Date BalancePayment (m/yr) Totals SCHEDULE “G” NOTES PAYABLE UNSECUREDDescription Date BalancePayment (m/yr) SCHEDULE “H” REAL ESTATE MORTGAGESDescription Date BalancePayment (m/yr) Totals SCHEDULE “I” AUTO LOANSDescription Date BalancePayment (m/yr) Totals CERTIFICATION TO FINANCIAL STATEMENT Financial Statement page - 4 - Initials: _________ I certify this Statement to be true and correct as of the date indicated; that this financial statement is a full and fair disclosure of my assets; and that I provided a true and correct copy of this financial statement to ___________________________________ on ___________________. _________________________________SignatureDate: ___________________________I _ ________________ __________________ a cknowledge r eceipt o f t his f inancial statement a nd d iscl osure.__ _________________ _____________________ Si gnatureD a te: _ ____________ ______________________