Form CFS Fillable Comprehensive Financial Statement (CFS) (08-23-2010) F
(all forms fillable on Windows, Mac, Android tablets, and iPad using Adobe Reader XI)

Wage earner Sole proprietor Partner ((A Physical address and description (single family dwelling multi family dwelling lot etc ) )) ((A Physical address and description (single family dwelling multi family dwelling lot etc ) )) ((A Physical address and description (single family dwelling multi family dwelling lot etc ) )) ((Account number )) ((Account number )) ((Account number )) ((Address )) ((Address )) ((Address )) ((Agent s name and telephone number )) ((Agent s name and telephone number )) ((Amount owed $)) ((Amount owed )) ((Amount owed )) ((Amount owed )) ((Amount owed )) ((Amount owed )) ((Amount owed )) ((Amount owed )) ((Available equity )) ((Available equity )) ((Available equity )) ((B Physical address and description (single family dwelling multi family dwelling lot etc ) )) ((B Physical address and description (single family dwelling multi family dwelling lot etc ) )) ((B Physical address and description (single family dwelling multi family dwelling lot etc ) )) ((Balance )) ((Balance )) ((Balance )) ((Box identification )) ((Box identification )) ((Box identification )) ((C Physical address and description (single family dwelling multi family dwelling lot etc ) )) ((C Physical address and description (single family dwelling multi family dwelling lot etc ) )) ((C Physical address and description (single family dwelling multi family dwelling lot etc ) )) ((Credit available )) ((Credit available )) ((Credit available )) ((Credit available )) ((Credit available )) ((Credit available )) ((Credit available )) ((Credit limit )) ((Credit limit )) ((Credit limit )) ((Credit limit )) ((Credit limit )) ((Credit limit )) ((Credit limit )) ((Current market value )) ((Current market value )) ((Current market value )) ((Current payoff )) ((Current payoff )) ((Current payoff )) ((Current value )) ((Current value )) ((Current value of assets )) ((Current value of assets )) ((Current value of assets )) ((Date of transfer )) ((Date of transfer )) ((Date of transfer )) ((Date of transfer )) ((Date opened )) ((Date opened )) ((Date opened )) ((Lender/Lien holder )) ((Lender/Lien holder )) ((Lender/Lien holder )) ((Loan/Cash value )) ((Loan/Cash value )) ((Monthly payment )) ((Monthly payment )) ((Monthly payment )) ((Monthly payment )) ((Monthly payment )) ((Monthly payment )) ((Monthly payment )) ((Mortgage lender s name and address )) ((Mortgage lender s name and address )) ((Mortgage lender s name and address )) ((Mortgage lender s name and address )) ((Mortgage lender s name and address )) ((Mortgage lender s name and address )) ((Name and address of creditor )) ((Name and address of creditor )) ((Name and address of creditor )) ((Name and address of creditor )) ((Name and address of creditor )) ((Name and address of creditor )) ((Name and address of creditor )) ((Name of institution )) ((Name of institution )) ((Name of institution )) ((Name of insurance company )) ((Name of insurance company )) ((Owner of record )) ((Owner of record )) ((Policy number )) ((Policy number )) ((Quantity or denomination )) ((Quantity or denomination )) ((Type )) ((Type )) ((Type )) ((Type of account )) ((Type of account )) ((Type of account )) ((Type of account )) ((Type of account )) ((Type of account )) ((Type of account )) ((Where located )) ((Where located )) ((Who took possession and relationship )) ((Who took possession and relationship )) ((Who took possession and relationship )) ((Who took possession and relationship )) ((Whole life or term )) ((Whole life or term )) ((Year make model license number )) ((Year make model license number )) ((Year make model license number )) ((Year make model of vehicle or property address )) ((Year make model of vehicle or property address )) ((Year make model of vehicle or property address )) ((Year make model of vehicle or property address )) (1 Cash) (10 Judgments / Settlements received or pending) (11 Interest in trusts) (12 Interest in estates) (13 Partnership interests) (14 Other assets: major machinery / equipment) (15 Other assets: business inventory) (16 Other assets: collectibles / guns / jewelry / coins / gold / silver etc ) (17 Other assets: specify) (18 Other assets: specify) (19 Current real estate equity (from Section 3)) (2 Bank accounts / Balance (from Section 3)) (20 TOTAL ASSETS) (21 Lines of credit (amount owed) (from Section 3)) (22 Taxes owed to IRS) (23 Liabilities owed to other Idaho agencies) (24 Other liabilities: specify) (25 Other liabilities: specify) (26 Other liabilities: specify) (28 Wages / Salaries / Tips (yours)) (29 Pension (yours)) (3 Vehicles / Available equity (from Section 3)) (30 Overtime / Bonuses / Commissions (yours)) (31 Wages / Salaries / Tips (spouse s)) (32 Pension (spouse s)) (33 Overtime / Bonuses / Commissions (spouse s)) (34 Business income (yours)) (35 Business income (spouse s)) (36 Rental income) (37 Interest / Dividends / Royalties (average monthly)) (38 Payments from trust / Partnerships / Entities) (39 Child support) (4 Personal property (from Section 3)) (40 Alimony) (41 Unemployment) (42 Disability) (43 Seller carried contracts / Sales) (44 other income net) (44 Other income: specify) (45 other income net) (45 Other income: specify) (48 Real estate taxes (Is this included in your mortgage payment?) Yes No) (49 Homeowners / Renters insurance: ( ) Association fees: ( )) (5 Loan / Cash value of life insurance (from Section 3)) (50 Utilities: Electric ($ ) Heating gas / Oil ($ ) Cable ($ )) (51 Groceries/Food) (52 Gifts & entertainment) (53 Clothing) (54 Auto payments / Lease) (55 Auto insurance) (56 Auto maintenance / Fuel Average daily miles ( )) (57 Life / Health insurance (not deducted from your paycheck)) (58 Medical payments (not covered by insurance)) (59 Estimated tax payments (not deducted from your paycheck)) (6 Securities (from Section 3)) (60 Court ordered payments (alimony child support restitution not deducted from your paycheck)) (61 Garnishments (not deducted from your paycheck)) (62 Delinquent tax payments (not including Idaho State Tax Commission)) (63 Work related child care expenses) (64 Bank cards / Department stores) (65 Membership dues: specify) (66 Other expenses: specify) (68 Materials purchased) (69 Supplies) (7 Safe deposit box value of contents (from Section 3)) (70 Installment payments) (71 Monthly payments) (73 Insurance) (74 Utilities: Electric ($ ) Heating gas / Oil ($ ) Cable ($ )) (75 Net wages and salaries (payroll)) (76 Current taxes (payroll / business)) (77 Other expenses: specify) (8 Notes) (9 Accounts receivable) (Address City State Zip Code) (alimony net) (Association fees) (Average daily miles) (business income net) (Business telephone number) (Cable) (Cell phone ($ ) Phone ($ ) Water / Garbage / Sewer ($ )) (Cell phone) (child support net) (contracts net) (Credit Available) (Current value of assets total) (Current value) (Current value) (Date) (Dependent ages) (disability net) (E mail address) (Electric) (Enter landlord) (Every two weeks) Unchecked (Heat) (Home telephone number) (How long employed) (How will you get the funds for your offer? (Example: savings loan credit card borrow from family etc )) (If renting name address and telephone number of landlord) (Insurance) (interest net) (Landlord name address and telephone 72 Rent) (LoanCash value total) (Monthly amount) (Monthly) Unchecked (Mortgage payoff amount) (Mortgage payoff amount) (Name and address of nearest relative not living with you) (No) Unchecked (Number of allowances claimed on Form W 4) (Number of dependents living with you) (Occupation) (Other names and aliases used) (overtime net) (Own) Unchecked (Partner) Unchecked (pension net) (Phone) (Previous address (if at current address less than 2 years) City State Zip Code) (Purchase date) (Purchase date) (Purchase price) (Purchase price) (Relationship) (Rent) Unchecked (rental income net) (Semi monthly) Unchecked (Sole proprietor) Unchecked (spouse business income net) (spouse overtime) (Spouse partner) Unchecked (Spouse s cell phone number) (Spouse s date of birth) (Spouse s employer or business name) (Spouse s first name MI Last name) (Spouse s other names and aliases used) (Spouse s Social Security number) (Spouse sole proprietor) Unchecked (Spouse wage earner) Unchecked (spouses wages net) (Telephone number of relative) (text) (Total Income net) (trust payment net) (undefined) (undefined) (undefined) (undefined) (undefined) (unemployment net) (Wage earner) Unchecked (wages net) (Water sewer garbage) (Weekly) Unchecked (Year(s) (Yes) Unchecked (Your birthdate) (Your cell phone number) (Your current physical address City State Zip Code) (Your employer or business name) (Your first name middle initial last name) (Your mailing address (if different from above) City State Zip Code) (Your Social Security number) 08 23 10 1 Cash 10 Judgments / Settlements received or pending 11 Interest in trusts 12 Interest in estates 13 Partnership interests 14 Other assets: major machinery / equipment 15 Other assets: business inventory 16 Other assets: collectibles / guns / jewelry / coins / gold / silver etc 17 Other assets: specify 18 Other assets: specify 19 Current real estate equity (from Section 3) 2 Bank accounts / Balance (from Section 3) 20 TOTAL ASSETS $ 21 Lines of credit (amount owed) (from Section 3) 22 Taxes owed to IRS 23 Liabilities owed to other Idaho agencies 24 Other liabilities: specify 25 Other liabilities: specify 26 Other liabilities: specify 27 TOTAL LIABILITIES $ 28 Wages / Salaries / Tips (yours) 29 Pension (yours) 3 Vehicles / Available equity (from Section 3) 30 Overtime / Bonuses / Commissions (yours) 31 Wages / Salaries / Tips (spouse s) 32 Pension (spouse s) 33 Overtime / Bonuses / Commissions (spouse s) 34 Business income (yours) 35 Business income (spouse s) 36 Rental income 37 Interest / Dividends / Royalties (average monthly) 38 Payments from trust / Partnerships / Entities 39 Child support 4 Personal property (from Section 3) 40 Alimony 41 Unemployment 42 Disability 43 Seller carried contracts / Sales 44 Other income: specify 45 Other income: specify 46 TOTAL INCOME: $ 47 Rent Own 48 Real estate taxes (Is this included in your mortgage payment?) Yes No 49 Homeowners / Renters insurance: ( ) Association fees: ( ) 5 Loan / Cash value of life insurance (from Section 3) 50 Utilities: Electric ($ ) Heating gas / Oil ($ ) Cable ($ ) 51 Groceries/Food 52 Gifts & entertainment 53 Clothing 54 Auto payments / Lease 55 Auto insurance 56 Auto maintenance / Fuel Average daily miles ( ) 57 Life / Health insurance (not deducted from your paycheck) 58 Medical payments (not covered by insurance) 59 Estimated tax payments (not deducted from your paycheck) 6 Securities (from Section 3) 60 Court ordered payments (alimony child support restitution not deducted from your paycheck) 61 Garnishments (not deducted from your paycheck) 62 Delinquent tax payments (not including Idaho State Tax Commission) 63 Work related child care expenses 64 Bank cards / Department stores 65 Membership dues: specify 66 Other expenses: specify 67 TOTAL PERSONAL EXPENSES $ 68 Materials purchased 69 Supplies 7 Safe deposit box value of contents (from Section 3) 70 Installment payments 71 Monthly payments 72 Rent 73 Insurance 74 Utilities: Electric ($ ) Heating gas / Oil ($ ) Cable ($ ) 75 Net wages and salaries (payroll) 76 Current taxes (payroll / business) 77 Other expenses: specify 78 TOTAL BUSINESS EXPENSES $ 79 net disposable Income (line 46 minus line 67) $ 8 Notes 9 Accounts receivable A Physical address and description (single family dwelling multi family dwelling lot etc ) Mortgage lender s name and address additional pages as needed Address City State Zip Code Attach additional pages as needed B Physical address and description (single family dwelling multi family dwelling lot etc ) Mortgage lender s name and address Bank accounts Include IRA and retirement plans certificates of deposit etc For all accounts attach copies of your last three statements Attach Business expenses (actually paid) Business telephone number C Physical address and description (single family dwelling multi family dwelling lot etc ) Mortgage lender s name and address Cell phone ($ ) Phone ($ ) Water / Garbage / Sewer ($ ) City State Zip Code ComPRehenSIVe FInanCIaL Statement Credit Cards Attach additional pages as needed Current assets Current Liabilities Include judgments notes and other charge accounts Don t include vehicle or home loans Dependent ages E mail address EFO00122 EFO00122 EFO00122 EFO00122 Financial Statement Page 4 F CFS Financial Statement Page 2 Financial Statement Page 3 Financial Statement Page 5 Financial Statement Page 6 Gross Net How long employed: Year(s) Month(s) Occupation: How will you get the funds for your offer? (Example: savings loan credit card borrow from family etc ) Idaho State Tax Commission to obtain a credit report and to verify any information on this financial statement If renting name address and telephone number of landlord Income Attach copies of all income sources that contribute to household expenses Landlord name address and telephone Life Insurance Attach additional pages as needed m Idaho State tax CommISSIon Monthly Amount Name and address of nearest relative not living with you Name of institution Address Box identification Current value of assets Name of institution Address Type Date opened Account number Balance Name of insurance company Agent s name and telephone number Policy number Whole life or term Loan/Cash value Number of dependents living with you Other names and aliases used Paid: Weekly Every two weeks Monthly Semi monthly Number of allowances claimed on Form W 4: Personal expenses (actually paid) Personal Property Include watercraft RV s ATV s aircraft business equipment and/or machinery Attach additional pages as needed Previous address (if at current address less than 2 years) Purchase date: Purchase price: Mortgage payoff amount: Current value: Purchase date: Purchase price: Mortgage payoff amount: Current value: Real Property Attach additional pages as needed Relationship Safe deposit Boxes Include locations box numbers and contents Attach additional pages as needed SECTION 1 PERSONAL INFORMATION SECTION 2 EMPLOYMENT INFORMATION SECTION 3 GENERAL FINANCIAL INFORMATION (Personal and Business) SECTION 3 GENERAL FINANCIAL INFORMATION (Personal and Business) continued SECTION 4 ASSETS AND LIABILITY ANALYSIS SECTION 5 MONTHLY INCOME AND EXPENSE ANALYSIS SECTION 6 AUTHORIZATION TO DISCLOSE Securities Include stocks bonds mutual funds money market funds securities etc Attach additional pages as needed Spouse s cell phone number Spouse s date of birth Spouse s employer or business name Spouse s first name MI Last name Spouse s other names and aliases used Spouse s signature Date Spouse s Social Security number State Zip Code Home telephone number Telephone number of relative Total $ TOTAL (Current values A B and C minus mortgage payoff) Enter this amount on line 19 Section 4 (Asset and Liability Analysis) $ TOTAL Enter this amount on line 2 Section 4 (Asset and Liability Analysis) $ TOTAL Enter this amount on line 21 Section 4 (Asset and Liability Analysis) $ TOTAL Enter this amount on line 3 Section 4 (Asset and Liability Analysis) $ TOTAL Enter this amount on line 4 Section 4 (Asset and Liability Analysis) $ TOTAL Enter this amount on line 5 Section 4 (Asset and Liability Analysis) $ TOTAL Enter this amount on line 6 Section 4 (Asset and Liability Analysis) $ TOTAL Enter this amount on line 7 Section 4 (Asset and Liability Analysis) $ transfers Repossessions etc List any vehicles equipment or property sold given away or repossessed during the past year Type of account Name and address of creditor Monthly payment Credit limit Credit available Amount owed Type Where located Owner of record Quantity or denomination Current value Under penalties of perjury I declare that this statement of assets liabilities and other information is true correct and complete I (we) authorize the Vehicles Attach additional pages as needed Year make model license number Lender/Lien holder Current market value Current payoff Available equity Year make model of vehicle or property address Who took possession and relationship Date of transfer Your cell phone number Your current physical address City Your date of birth Your employer or business name Your first name MI Last name Your mailing address (if different from above) Your signature Date Your Social Security number