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Name:
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_______________________________________________________
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Account Number(s):
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________________________________________________
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Address:
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_______________________________________________________
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________________________________________________
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_______________________________________________________
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________________________________________________
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Telephone: (home)
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________________________________________________________
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Date of Birth:
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________________________________________________
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(work)
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________________________________________________________
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Social Security Number:
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________________________________________________
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1. Marital Status:
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6. Monthly Expenses:
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Single
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Rent/Mortgage:
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$ |
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Married
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Utilities:
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$ |
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Widow(er)
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Child Care:
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$ |
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Separated/Divorced
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Car Payments:
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$ |
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2. Number of Dependents:_____________
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Other Vehicle(s):
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$ |
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Relationship:
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__________________
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Age: ________________
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Public Transportation:
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$ |
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_____________________________
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____________________
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Insurance:
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$ |
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_____________________________
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____________________
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Telephone:
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$ |
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_____________________________
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____________________
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Cellular Phone/Pager:
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$ |
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3. Monthly Income from ALL Sources*:
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Food:
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$ |
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Gross Monthly Salary/Wages
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$
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Credit Card(s):
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$ |
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Child Support
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$
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Other Charge Accounts:
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$ |
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Alimony/Support
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$
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Medical:
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$ |
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Unemployment
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$
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Cable/Satellite TV:
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$ |
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Public Assistance
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$
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Entertainment:
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$ |
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Social Security/Veteran
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$
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Clothing:
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$ |
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Stocks Bonds & Investments
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$
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Dry Cleaning:
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$ |
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Other: __________________
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$
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Cleaning/Yard Service:
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$ |
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Total Monthly Income:
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$
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Other:
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$ |
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4. Checking Account Balance:
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$
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$ |
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5. Savings Account Balance:
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$
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Total Monthly Expenses:
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$ |