Present Monthly Financial Worksheet - Alternate Options Inc

Monthly Financial Worksheet – Fill-in on Page & Submit

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Primary Borrower

Primary Borrower *

First

Last

Primary Borrower Income Source (choose all that apply). If you do not have W2 or 1099, please select Other and explain below *

W2
1099
Other

Primary Borrower - Please Enter Other:

Primary Borrower Currently Employment Status (choose all that apply) *

S/E
W2 Wage Earner
Receive a 1099
Unemployed or Other
Retired
Disabled

Upload Primary Borrower Letter of Unemployment

Click or drag a file to this area to upload.

INCOME – Primary Borrower

If there is no income for any category, please enter 0 (zero)

Primary Borrower Gross Monthly Income *

Primary Borrower Net Monthly Income *

Primary Borrower Capital Appreciation *

Capital appreciation is a rise in an investment's market price. Capital appreciation is the difference between the purchase price and the selling price of an investment.

Primary Borrower Retirement – Disability - Other *

Primary Borrower Investment or Rental Income *

Primary Borrower Total Gross Individual Income *

Primary Borrower Total Net Individual Income *

Primary Borrower TOTAL INCOME ($)

Secondary Borrower

First

Last

Secondary Borrower Income Source (choose all that apply). If you do not have W2 or 1099, please select Other and explain below

W2
1099
Other

Secondary Borrower - Please Enter Other:

Secondary Borrower Currently Employment Status (choose all that apply)

S/E
W2 Wage Earner
Receive a 1099
Unemployed or Other
Retired
Disabled

Upload Secondary Borrower Letter of Unemployment

Click or drag a file to this area to upload.

INCOME – Secondary Borrower

If there is no income for any category, please enter 0 (zero)

Secondary Borrower Gross Monthly Income

Secondary Borrower Net Monthly Income

Secondary Borrower Capital Appreciation

Capital appreciation is a rise in an investment's market price. Capital appreciation is the difference between the purchase price and the selling price of an investment.

Secondary Borrower Retirement – Disability - Other

Secondary Borrower Investment or Rental Income

Secondary Borrower Total Gross Individual Income

Secondary Borrower Total Net Individual Income

Secondary Borrower TOTAL INCOME ($)

-=GRAND TOTAL HOUSEHOLD INCOME ($)=-

ASSETS – GROSS ASSETS FOR THE HOUSEHOLD

If there are no liquid assets for any category, please enter 0 (zero)

LIQUID ASSETS (for All Household Members Combined)

Savings + Checking Account(s) *

Investment Account(s) *

Retirement Account(s) *

CDs & Money Market Account(s) *

TOTAL LIQUID ASSETS ($)

NON-LIQUID ASSETS (for All Household Members Combined)
Enter Fair Market Value for all non-liquid assets. If there are no non-liquid assets for any category, please enter 0 (zero)

Real Estate Properties Owned *

Vehicles – Boats – Mobile Properties Owned *

Equipment + Jewelry *

Business Holdings *

TOTAL NON-LIQUID ASSETS ($)

-=GRAND TOTAL GROSS HOUSEHOLD ASSETS ($)=-

MONTHLY EXPENSES FOR THE HOUSEHOLD (for All Household Members Combined)

Homestead
If there are no MONTHLY EXPENSES for any category, please enter 0 (zero)

First Mortgage Monthly Payment

2nd Mortgage Monthly Payment

Home Equity Line Of Credit Monthly Payment

Any Other Possible Lien payments <Loans Against Homestead> Monthly Payment

Real Estate Taxes Monthly Payment

Home Maintenance / Security / Repair Monthly Payment

HOA Monthly Payment

Mortgage Insurance (MI, PMI, ETC) Monthly Payment

Hazard Insurance Monthly Payment

Other Home Owner Insurance (flood, etc) Monthly Payment

Investment Properties Monthly Payment

Gross Mortgage Loans Monthly Payment

Gross Real Estate Taxes Due Monthly Payment

Gross Real Estate Insurance Due Monthly Payment

Maintenance & Security • Utilities • Other Investment Property Expenses / Repair - Monthly Payment

Utilities
If there are no MONTHLY EXPENSES for any category, please enter 0 (zero)

Telephone, Cell Phone(s), Electricity, Heating Oil/Gas - Monthly Payment

Water and Sewer - Monthly Payment

Cable / TV/ Internet / Satellite - Monthly Payment

TOTAL MONTHLY HOUSEHOLD EXPENSES ($)

Liability Payments for All Household Members Combined
If there are no MONTHLY EXPENSES for any category, please enter 0 (zero)

Life – Health – Casualty insurance - Monthly Payment

Medical – Dental - Hospitalization - Monthly Payment

Credit Card Payments - Monthly Payment

Gym Membership - Monthly Payment

Student Loans - Monthly Payment

Liabilities – Co-Signed For - Monthly Payment

Credit Repair - Monthly Payment

Education Related Expenses - Monthly Payment

Child Support & Alimony - Monthly Payment

Judgments – Charge Offs - Collections - Monthly Payment

RE or Personal Taxes Owed - Monthly Payment

Fines & Fees Owed - Monthly Payment

Transportation / Vehicle - Monthly Payment

Vehicle Insurance - Monthly Payment

Vehicle Maintenance - Monthly Payment

Charitable Expenses - Monthly Payment

Club / Union Dues Payments - Monthly Payment

TOTAL MONTHLY LIABILITY PAYMENTS ($)

Basic Living Expenses
If there are no MONTHLY EXPENSES for any category, please enter 0 (zero)

Food / Groceries - Monthly Payment

Household Supplies / Utensils - Monthly Payment

Pet Food - Monthly Payment

Child Care - Monthly Payment

Clothing - Monthly Payment

Clothing Maintenance (Laundry / dry cleaning) - Monthly Payment

Pet Care - Monthly Payment

Special Dietary Plans / Medication - Monthly Payment

Furniture &/or Repairs - Monthly Payment

Other Expenses Travel: Bus / taxi fare / trains / Gas – Fuel - Monthly Payment

TOTAL MONTHLY BASIC LIVING EXPENSES PAYMENTS ($)

-=GRAND TOTAL MONTHLY EXPENSES ($)=-

Primary Borrower Signature *

Clear Signature

Secondary Borrower Signature

Clear Signature

Subject Property Address *

Address Line 1

Address Line 2

City

State

Zip Code