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Text File  |  1987-08-31  |  4KB  |  62 lines
  1.                              [FINANCIAL PROFILE]
  2. 
  3. ===========================================================================
  4. CHECKING ACCOUNTS, SAVINGS ACCOUNTS, CREDIT UNION ACCOUNTS, OTHER CASH
  5. ACCOUNTS
  6. 
  7. Institution   Type # of Acct.  Int.  Current Bal.  Owned By    Location of
  8.                                Rate                             Passbooks
  9. 
  10. ____________  _______________  ____  ____________  __________  ____________
  11. ____________  _______________  ____  ____________  __________  ____________
  12. ____________  _______________  ____  ____________  __________  ____________
  13. ____________  _______________  ____  ____________  __________  ____________
  14. 
  15. 
  16. MONEY MARKET FUNDS, CERTIFICATES OF DEPOSIT, TREASURY BILLS AND NOTES
  17. 
  18. Institution   Type # of Acct.  Int.  Current Bal.  Owned By    Location of
  19.                                Rate                             Passbooks
  20. 
  21. ____________  _______________  ____  ____________  __________  ____________
  22. ____________  _______________  ____  ____________  __________  ____________
  23. ____________  _______________  ____  ____________  __________  ____________
  24. ____________  _______________  ____  ____________  __________  ____________
  25. 
  26. 
  27. SECURITIES
  28. 
  29. Stocks and Mutual Funds:
  30. 
  31.  # of    Company    Purchase   Cost  Current  Owned   Location of   Annual 
  32.  
  33. Shares                Date            Value    By     Stock Cert.   Income
  34. 
  35. ______  __________  _________  _____  ______  ______  ___________  _______
  36. ______  __________  _________  _____  ______  ______  ___________  _______
  37. ______  __________  _________  _____  ______  ______  ___________  _______
  38. ______  __________  _________  _____  ______  ______  ___________  _______
  39. 
  40. 
  41. Bonds:  Corporate and Municipal
  42. 
  43.  Face    Company   Purch.  Matur.  Total   Int   Current   Owned   Locat.
  44. Amount              Date    Date    Cost   Rate   Value     By     of book 
  45.  
  46. ______  _________  ______  ______  ______  ____  _______  _______  _______
  47. ______  _________  ______  ______  ______  ____  _______  _______  _______
  48. ______  _________  ______  ______  ______  ____  _______  _______  _______
  49. ______  _________  ______  ______  ______  ____  _______  _______  _______
  50. ______  _________  ______  ______  ______  ____  _______  _______  _______
  51. ______  _________  ______  ______  ______  ____  _______  _______  _______
  52. ..page
  53. REAL ESTATE (RESIDENCE, RECREATIONAL, INCOME PROPERTY)
  54. 
  55.        Location            Purchase        Cost              Current
  56.                              Date                         Market Value
  57. _______________________   __________   _____________   __________________
  58. _______________________   __________   _____________   __________________
  59. _______________________   __________   _____________   __________________
  60. _______________________   __________   _____________   __________________
  61. LAYOUT 000
  62. :B<?A·\---#----+----+----------------+--------------------+---------@-/---------+---------+---------+---------+---------+---------+---------+---------+---------+---------+---------+---------+---------+---------+---------+---------+---------+---------+----B<?A·\---#----+----+---------------