48 Hour Personal Financial Statement
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Applicant is Married Single Separated
If married the financial statement is: Completed Jointly Not Completed Jointly
Individual Co-Partnership Corporation
Address     #        Street Name      St./Ave.
Social Security #
Statement of Assets and Liabilities as of:
Month Year

Cash Due to Banks (unsecured)
Stocks, bonds, etc Credit Cards
Accounts Receivable Taxes
Notes Receivable Accounts Payable
Vehicles Notes Payable
Equipment Due on Inventory
Home Due on Real Estate
Real Estate Other Liabilities
IRA Total Liabilities
Other Assets Net Worth

* Additional information may be required to verify balances over $10,000.


Salary, bonuses & commissions $ Do you have any contingent liabilities? No Yes
If Yes, explain
Dividends $
Real Estate Income $
Other income 1 $ Endorser, co-maker of guarantor? $
Other income 2 $ On Leases or contracts? $
Other income 3 $ Legal Claims (Judgments, etc) $
Other income 4 $ Other special debt $
TOTAL $ Amount of contested tax liens $

Are any assets owned by a trust?
No Yes
If Yes, describe
Ever declared bankrupt?
No Yes
If Yes, explain
Do you have a will?
No Yes   If Yes,
Name the executor
Are you a defendant in any suits or legal action?
No Yes
If Yes, explain
Are you a partner or officer in any other venture?
No Yes
If Yes, describe
Are any assets pledged?
No Yes
If Yes, explain
Any other obligations, alimony, child support, etc?
No Yes
If Yes, explain
Income tax paid through Year
Name your personal bank

Any person who knowingly and with intent to injure, defraud, or deceive any insurer files a statement of claim or application containing any false, incomplete, or misleading information is guilty of a felony per state statute.
By submitting information through this site, I authorize you and/or the surety to contact the individuals and companies given as references or other sources to gather information on the credit, character and capacity of the individuals and the company.
Name: Title: Date:
Press the Submit button below to submit your financial statement, or you can fax or email both your personal and corporate financial statements to:
fax (561) 997-7087 or email to: bonds@beacongroupinc.com. or call 1-800 545-9007 ext. 133
Richard S. Wurst, ARM, AAI - License D048332 (Office use only) To send the above information, press the submit button below, even if you are not going to fill out our on-line financial statement.

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