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Text File  |  1987-08-31  |  3KB  |  65 lines
  1.  
  2.                              [FINANCIAL PROFILE]
  3.  
  4. ============================================================================
  5. CHECKING  ACCOUNTS,  SAVINGS  ACCOUNTS,  CREDIT  UNION  ACCOUNTS, OTHER CASH
  6. ACCOUNTS
  7.  
  8. Institution   Type # of Acct.  Int.  Current Bal.  Owned By    Location of
  9.                                Rate                             Passbooks
  10.  
  11. ____________  _______________  ____  ____________  __________  ____________
  12. ____________  _______________  ____  ____________  __________  ____________
  13. ____________  _______________  ____  ____________  __________  ____________
  14. ____________  _______________  ____  ____________  __________  ____________
  15.  
  16.  
  17. MONEY MARKET FUNDS, CERTIFICATES OF DEPOSIT, TREASURY BILLS AND NOTES
  18.  
  19. Institution   Type # of Acct.  Int.  Current Bal.  Owned By    Location of
  20.                                Rate                             Passbooks
  21.  
  22. ____________  _______________  ____  ____________  __________  ____________
  23. ____________  _______________  ____  ____________  __________  ____________
  24. ____________  _______________  ____  ____________  __________  ____________
  25. ____________  _______________  ____  ____________  __________  ____________
  26.  
  27.  
  28. SECURITIES
  29.  
  30. Stocks and Mutual Funds:
  31.  
  32.  # of    Company    Purchase   Cost  Current  Owned   Location of   Annual
  33.  
  34. Shares                Date            Value    By     Stock Cert.   Income
  35.  
  36. ______  __________  _________  _____  ______  ______  ___________  _______
  37. ______  __________  _________  _____  ______  ______  ___________  _______
  38. ______  __________  _________  _____  ______  ______  ___________  _______
  39. ______  __________  _________  _____  ______  ______  ___________  _______
  40.  
  41.  
  42. Bonds:  Corporate and Municipal
  43.  
  44.  Face    Company   Purch.  Matur.  Total   Int   Current   Owned   Locat.
  45. Amount              Date    Date    Cost   Rate   Value     By     of book
  46.  
  47. ______  _________  ______  ______  ______  ____  _______  _______  _______
  48. ______  _________  ______  ______  ______  ____  _______  _______  _______
  49. ______  _________  ______  ______  ______  ____  _______  _______  _______
  50. ______  _________  ______  ______  ______  ____  _______  _______  _______
  51. ______  _________  ______  ______  ______  ____  _______  _______  _______
  52. ______  _________  ______  ______  ______  ____  _______  _______  _______
  53.  
  54. «PG»
  55.  
  56. REAL ESTATE (RESIDENCE, RECREATIONAL, INCOME PROPERTY)
  57.  
  58.        Location            Purchase        Cost              Current
  59.                              Date                         Market Value
  60. _______________________   __________   _____________   __________________
  61. _______________________   __________   _____________   __________________
  62. _______________________   __________   _____________   __________________
  63. _______________________   __________   _____________   __________________
  64.  
  65.