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A. Cash Assets
Bank:
Location:
Checking Acct. #
Balance in Account:
Savings Acct. #
Balance in Account:
Certificates of Deposit?
Approximate Amount
B. REAL ESTATE ASSETS
Applicant Own Home?
Approximate Value
Does applicant own any other property?
Approximate Value
Does applicant receive any rental income?
How much?
Per month
Per Year
C. Life Insurance Cash Value
Does applicant have life insurance policies with cash value?
Approximate Cash Value
Annuities
Company Name
Have you established a pre-paid burial fund?
What is the value
D. Securities
Does applicant have stocks and bonds?
Approximate Value of All Securities
E. Other Income
Social Security Check
Disability Check
Pension
Annuity
Other
Person Assisting with Finances
Name:
Relationship:
Address:
Telephone
Work:
Home:
Does this person have Power of Attorney?
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