home
***
CD-ROM
|
disk
|
FTP
|
other
***
search
/
Microsoft Bookshelf CD-ROM Reference Library
/
BOOKSHELF.ISO
/
book
/
forms
/
pc_write
/
profile
< prev
next >
Wrap
Text File
|
1987-08-31
|
3KB
|
67 lines
[FINANCIAL PROFILE]
===========================================================================
CHECKING ACCOUNTS, SAVINGS ACCOUNTS, CREDIT UNION ACCOUNTS, OTHER CASH
ACCOUNTS
Institution Type # of Acct. Int. Current Bal. Owned By Location of
Rate Passbooks
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
MONEY MARKET FUNDS, CERTIFICATES OF DEPOSIT, TREASURY BILLS AND NOTES
Institution Type # of Acct. Int. Current Bal. Owned By Location of
Rate Passbooks
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
SECURITIES
Stocks and Mutual Funds:
# of Company Purchase Cost Current Owned Location of Annual
Shares Date Value By Stock Cert. Income
______ __________ _________ _____ ______ ______ ___________ _______
______ __________ _________ _____ ______ ______ ___________ _______
______ __________ _________ _____ ______ ______ ___________ _______
______ __________ _________ _____ ______ ______ ___________ _______
Bonds: Corporate and Municipal
Face Company Purch. Matur. Total Int Current Owned Locat.
Amount Date Date Cost Rate Value By of book
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
REAL ESTATE (RESIDENCE, RECREATIONAL, INCOME PROPERTY)
Location Purchase Cost Current
Date Market Value
_______________________ __________ _____________ __________________
_______________________ __________ _____________ __________________
_______________________ __________ _____________ __________________
_______________________ __________ _____________ __________________