CEDF Personal Financial Statement

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Personal Financial Statement

To be completed by those owning 20% or more of a business seeking financing and/or guarantors of a proposed loan. If you need help with any part of this submission, please feel free to contact CEDF during regular business hours at (203) 235-2333 x2001 or lending@CEDF.com.
An owner of 20% or more of a business applying for financing.A guarantor of proposed financing.An existing CEDF client submitting updated PFS.
Legal name of the business you are associated with
Name*

First NameMiddle NameLast NameSuffix
OwnRentOther
Preferred Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.

Alternate Telephone Numbers

Annual Income (All sources)*

Annual Expenses*

Rows	Amount $
Income Taxes (State & Federal)
Rent or Mortgage
Auto Loan
Credit Card Payments
All Other Living Expenses
Payments on Other Debt Obligations

Total Income
Bank Accounts*
Marketable Securities & Money Market Funds
Life Insurance
Real Estate
Other Assets -- Please answer for each type. Enter zero if none
Liabilities -- Please answer for each type. Enter zero if none
Delinquent Personal Taxes -- Please answer for each type. Enter zero if none
Sign below using your computer cursor or finger (mobile).*

Clear
Signature of Primary Contact as listed in application.
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