• BOAS LLC

    Personal Financial Statement Confidential | For Advisory Purposes Only | Not a Credit Application

  • Answer each question as accurately as possible. You can enter 0 if something does not apply to you. A BOAS LLC representative will review your answers and contact you to discuss your financial profile.

    Contesta cada pregunta lo más preciso posible. Puedes poner 0 si algo no aplica. Un representante de BOAS LLC revisará tus respuestas y se comunicará contigo.

  • PART 1 — Tell Us About Yourself / Cuéntanos Sobre Ti

  • Format: (000) 000-0000.
  • Q5. Date of birth? | ¿Fecha de nacimiento?*
     - -
  • Q7. Are you including a co-applicant (spouse, partner, business partner)? | ¿Vas a incluir un co-solicitante (esposo/a, socio/a)?*
    • Co-Applicant Information 
    • Format: (000) 000-0000.
    • Co-applicant Date of birth? | ¿Fecha de nacimiento?*
       - -

  • PART 2 — Your Income / Tu Ingreso

    Enter annual (yearly) amounts. Enter 0 if it does not apply. / Ingresa montos anuales. Pon 0 si no aplica.
    • Co-Applicant Income 

    • Co-Applicant Income | Co-Aplicante Ingresos

  • PART 3 — What You Own (Assets) | Lo que Tienes (Activos)

    CASH & BANK ACCOUNTS / Efectivo y Cuentas Bancarias
  • Q14. Do you have any bank accounts (checking, savings, CDs)? | ¿Tienes cuentas de banco (cheques, ahorros, CDs)?*
    • Bank Accounts Information 
    • Account Type | Tipo*
    • Add Additional Bank Accounts | Agregar mas Cuentas de Bancos*
    • Add More Bank Accounts 2 
    • Account Type | Tipo*
    • Add Additional Bank Accounts | Agregar mas Cuentas de Bancos*
    • Add More Bank Accounts 3 
    • Account Type | Tipo*
    • Add Additional Bank Accounts | Agregar mas Cuentas de Bancos*
    • Add More Bank Accounts 4 
    • Account Type | Tipo*
    • Add Additional Bank Accounts | Agregar mas Cuentas de Bancos*
    • Add More Bank Accounts 5 
    • Account Type | Tipo*
    • Add Additional Bank Accounts | Agregar mas Cuentas de Bancos*
    • Add More Bank Accounts 6 
    • Account Type | Tipo*
    • Add Additional Bank Accounts | Agregar mas Cuentas de Bancos*
    • Add More Bank Accounts 7 
    • Account Type | Tipo*

    • If you have more bank accounts to disclose, email info@boas-capital.com | Si tiene más cuentas bancarias que declarar, envíe un correo electrónico a info@boas-capital.com

  • LIFE INSURANCE | Seguro de Vida

  • Q14. Do you have life insurance? | ¿Tienes seguro de vida?*
    • Life Insurance Information 
    • Does it have Cash Value?(Whole/Universal only)*
    • Add Additional Life Insurance Accounts | Agregar mas Cuentas de Seguro de Vida*
    • Life Insurance Information 2 
    • Does it have Cash Value?(Whole/Universal only)*
    • Add Additional Life Insurance Accounts | Agregar mas Cuentas de Seguro de Vida*
    • Life Insurance Information 3 
    • Does it have Cash Value?(Whole/Universal only)*

  • STOCKS, BONDS & INVESTMENTS | Acciones, Bonos e Inversiones

  • Q15. Do you have stocks, bonds, mutual funds, or brokerage accounts? | ¿Tienes acciones, bonos, fondos mutuos o cuentas de inversión?*
    • Stocks, Bonds and Investments Information 
    • Add Additional Investment Accounts | Agregar mas cuentas de inversion*
    • Stocks, Bonds and Investments Information 2 
    • Add Additional Investment Accounts | Agregar mas cuentas de inversion*
    • Stocks, Bonds and Investments Information 3 
    • Add Additional Investment Accounts | Agregar mas cuentas de inversion*
    • Stocks, Bonds and Investments Information 4 

  • RETIREMENT ACCOUNTS | Cuentas de Retiro

  • Q16. Do you have a 401(k), IRA, or other retirement account? | ¿Tienes un 401(k), IRA u otra cuenta de retiro?*
    • Retirement Accounts Information 
    • Account Type (401k/IRA/Roth/Other)*
    • Add Additional retirement accounts | Agregar mas cuentas de retiro*
    • Retirement Accounts Information 2 
    • Account Type (401k/IRA/Roth/Other)*
    • Add Additional retirement accounts | Agregar mas cuentas de retiro*
    • Retirement Accounts Information 3 
    • Account Type (401k/IRA/Roth/Other)*

  • VEHICLES / Vehículos

    Include cars, trucks, motorcycles, boats, RVs. / Incluye carros, camiones, motos, botes, RVs.
  • Q17. Do you own any vehicles? | ¿Tienes vehículos?*
    • Vehicles Information 
    • Add More Vehicles | Agregar mas Vehículos*
    • Vehicles Information 2 
    • Add More Vehicles | Agregar mas Vehículos*
    • Vehicles Information 3 
    • Add More Vehicles | Agregar mas Vehículos*
    • Vehicles Information 4 

  • REAL ESTATE | Bienes Raíces

    Enter each property you own — home, investment properties, land, commercial. / Incluye cada propiedad — casa, propiedades de inversión, terrenos, comerciales.
  • Q18. Do you own any real estate or property? | ¿Tienes bienes raíces o propiedades?*
    • Real Estate Information 
    • Type | Tipo*
    • Add More Real Estate | Agregar mas Vienes Raíces*
    • Real Estate Information 2 
    • Type | Tipo*
    • Add More Real Estate | Agregar mas Vienes Raíces*
    • Real Estate Information 3 
    • Type | Tipo*
    • Add More Real Estate | Agregar mas Vienes Raíces*
    • Real Estate Information 4 
    • Type | Tipo*
    • Add More Real Estate | Agregar mas Vienes Raíces*
    • Real Estate Information 5 
    • Type | Tipo*
    • Add More Real Estate | Agregar mas Vienes Raíces*
    • Real Estate Information 6 
    • Type | Tipo*
    • Add More Real Estate | Agregar mas Vienes Raíces*
    • Real Estate Information 7 
    • Type | Tipo*
    • Add More Real Estate | Agregar mas Vienes Raíces*
    • Real Estate Information 8 
    • Type | Tipo*

    • If you have more Real Estate to disclose, email info@boas-capital.com | Si tiene más Bienes Raices que declarar, envíe un correo electrónico a info@boas-capital.com

  • PART 4 — What You Owe (Liabilities) | Lo que Debes (Pasivos)

    CREDIT CARDS & CHARGE ACCOUNTS / Tarjetas de Crédito
  • Q19. Do you have credit cards or store accounts with a balance over $500? | ¿Tienes tarjetas de crédito o cuentas con saldo mayor de $500?*
    • Credit Cards & Charge Accounts Information 
    • Add More Credit Cards & Charge Accounts | Agregar mas Tarjetas de Credito*
    • Credit Cards & Charge Accounts Information 2 
    • Add More Credit Cards & Charge Accounts | Agregar mas Tarjetas de Credito*
    • Credit Cards & Charge Accounts Information 3 
    • Add More Credit Cards & Charge Accounts | Agregar mas Tarjetas de Credito*
    • Credit Cards & Charge Accounts Information 4 
    • Add More Credit Cards & Charge Accounts | Agregar mas Tarjetas de Credito*
    • Credit Cards & Charge Accounts Information 5 
    • Add More Credit Cards & Charge Accounts | Agregar mas Tarjetas de Credito*
    • Credit Cards & Charge Accounts Information 6 
    • Add More Credit Cards & Charge Accounts | Agregar mas Tarjetas de Credito*
    • Credit Cards & Charge Accounts Information 7 

    • If you have more Credit Cards to disclose, email info@boas-capital.com | Si tiene más Bienes Raices que declarar, envíe un correo electrónico a info@boas-capital.com

  • OTHER LOANS & DEBTS | Otros Préstamos y Deudas

    Student loans, personal loans, business loans, IRS debt, etc.
  • Q20. Do you have any other loans or debts not listed above? | ¿Tienes otros préstamos o deudas no mencionados arriba?*
    • Loans & Debts Information 
    • Add More Loand or Debts | Agregar Mas Prestamos o Deudas*
    • Loans & Debts Information 2 
    • Add More Loand or Debts | Agregar Mas Prestamos o Deudas*
    • Loans & Debts Information 3 
    • Add More Loand or Debts | Agregar Mas Prestamos o Deudas*
    • Loans & Debts Information 4 

  • PART 5 — Quick Yes/No Questions | Preguntas Rápidas de Sí o No

  • Are you a U.S. Citizen? | ¿Eres ciudadano de EE. UU.?*
  • Have you ever filed for bankruptcy? | ¿Has declarado bancarrota alguna vez?*
  • Are you currently involved in any lawsuit or legal action? | ¿Estás en alguna demandalegal actualmente?*
  • Do you have any taxes past due (IRS or state)? | ¿Tienes impuestos atrasados con elIRS o el estado?*
  • Have you ever defaulted on a loan? | ¿Has incumplido algún préstamo anteriormente?*
  • Do you co-sign or guarantee any loan that is not yours? | ¿Co-firmas o garantizas algún préstamo que no es tuyo?*
    • Co-Applicant Yes and No Questions 
    • Co-Applicant Are you a U.S. Citizen? | ¿Eres ciudadano de EE. UU.?*
    • Co-Applicant Have you ever filed for bankruptcy? | ¿Has declarado bancarrota alguna vez?*
    • Co-Applicant Are you currently involved in any lawsuit or legal action? | ¿Estás en alguna demandalegal actualmente?*
    • Co-Applicant Do you have any taxes past due (IRS or state)? | ¿Tienes impuestos atrasados con elIRS o el estado?*
    • Co-Applicant Have you ever defaulted on a loan? | ¿Has incumplido algún préstamo anteriormente?*
    • Co-Applicant Do you co-sign or guarantee any loan that is not yours? | ¿Co-firmas o garantizas algún préstamo que no es tuyo?*

  • PART 6 — Your Signature | Tu Firma

  • I certify that all information provided in this form is accurate and complete to the best of my knowledge. I understand that BOAS LLC is a consulting firm — not a lender — and this form is for advisory purposes only. Certifico que toda la información es precisa y completa.Entiendo que BOAS LLC es una firma de consultoría — no un prestamista — y este formulario es solo para fines de asesoría.

  • Date | Fecha
     - -
    • Co-Applicant Signature 
    • Co-Applicant Date | Fecha
       - -

    • BOAS LLC | info@boas-capital.com | (202) 320-5054 | boas-capital.com | Advisory Services Only — Not a Lender

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