The Thomas Report

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If you intend to leave ANY fields blank, please fill them in by typing the letter X. This is to ensure that you are able to submit our form. Required fields are marked with an asterisk (*). All required fields must be completed to submit your form.
Level of Report*

G o l dS i l v e rB r o n z e / B a s i c (NOTE: charges are per person)
Purchase or Rental?*

P u r c h a s eR e n t a l
New Property Information*

Street Address

Name of Property Manager

City & StateUnit #

Zip Code
Main Applicant Full Name*
Main Applicant Social Security #*
Valid Contact Number*
Current Residence*

Street Address

City & StateCounty Seat

Zip Code
Gender*

MaleFemale
Main-Applicant Current Occupation*

EmployedSelf-EmployedRetired/Unemployed
Date of Birth*

MonthDayYear
If unemployed or retired, please describe your current status*
Marital Status*

SingleMarriedDivorcedSeparatedWidowed
Do you have children?*

YesNo
Any living at home over 18?

YesNo
Please list your children oldest to youngest*
**Please enter your financial advisor's, portfolio manager's, or accountant information in order for us to contact them as soon as possible regarding your real estate, employment, character references, and/or net worth.***

Financial Advisor / Accountant Name

Degree(s) earned

CompanyContact Phone #

Postal / Zip Code
Financial Advisor/Accountant E-mail Address
Co-Applicant Full Name*
Co-Applicant Social Security #*
Is your address different from the main applicants?

YesNo
Co-Applicant Current Residence*

Full Name

Current Street Address

City & StateCounty Seat

Zip Code
Gender*

MaleFemale
Co-Applicant Current Occupation*

EmployedSelf-EmployedRetired/Unemployed
Date of Birth*

MonthDayYear
If unemployed or retired, please describe your current status
Education History

If you have not earned a degree, you do not need to report education
Upload Snapshot of Diploma ( if available )

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Main Applicant Education History

College(s) attended

Degree(s) earned

Date(s) graduatedState / Province

Postal / Zip Code
Upload Snapshot of Diploma ( if available )

Upload a File
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Co-Applicant Education History

College(s) attended

Degree(s) earned

Date(s) graduatedState / Province

Postal / Zip Code
Current Residence
Do you Rent or Own?

R e n tO w n
Upload Copy of Rental Agreement

Upload a File

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For Renters:*

Landlord Name

Landlord Phone

Lease BeginningLease Expiration

Unit #
Landlord E-mail
PREVIOUS RESIDENCE If current residence is less than two years:
For Renters:

Landlord Name

Landlord Phone

Lease BeginningLease Expiration

Unit #
Landlord E-mail
For Owners:*

Landlord Name

Mortgage BalanceYears Owned

Are You Selling?
Are you selling the residence?

YesNo
Is it currently listed for sale?

YesNo
Realtor Information:

Realtor Name

Listing PriceAgency

Listing Price
Please list additional residences / rental properties CURRENTLY owned:
Employment History
Main Applicant Self Employment Info*

Company Name

Your Title

Annual SalaryCounty Seat

Social Security #
Your Business Address*

Street Address

Your Current Title

City & StateZip Code

Social Security #
Main Applicant Self-Employed Since

MonthDayYear
Main Applicant Current Employer*

Company Name

Your Current Title

Annual SalaryBonus Amount

Social Security #
Current Employer Address*

Street Address

Your Current Title

City & StateZip Code

Social Security #
HR Representative / Supervisor*

Someone qualified and able to verify dates and salary

Your Current Title

Valid Contact #Position

Social Security #
Employer e-mail qualified to verify your employment
Main Applicant Date of Hire

MonthDayYear
Main Applicant Past Employer*

Company Name

Your Past Title

Annual SalaryBonus Amount

Social Security #
Past Employer Address*

Street Address

Your Current Title

City & StateZip Code

Social Security #
HR Representative / Supervisor*

Someone qualified and able to verify dates and salary

Your Current Title

Valid Contact #Position

Social Security #
Employer e-mail qualified to verify your past employment
Dates of Past Employment:
Co-Applicant Self-Employment Info*

Company Name

Your Title

Annual SalaryBonus Amount

Social Security #
Your Business Address*

Street Address

Your Current Title

City & StateZip Code

Social Security #
Co-Applicant Self-Employed Since*

MonthDayYear
Co-Applicant Current Employer*

Company Name

Your Current Position

Annual SalaryBonus Amount

Social Security #
Current Employer Address*

Street Address

Your Current Title

City & StateZip Code

Social Security #
HR Representative / Supervisor*

Someone qualified and able to verify dates and salary

Your Current Title

Valid Phone #Position

Social Security #
Employee e-mail qualified to verify your employment
Co-Applicant Date of Hire

MonthDayYear
Co-Applicant Past Employer*

Company Name

Your Past Position

Annual SalaryBonus Amount

Social Security #
Past Employer Address*

Street Address

Your Current Title

City & StateZip Code

Social Security #
HR Representative / Supervisor*

Someone qualified and able to verify dates and salary

Your Current Title

Valid Phone #Position

Social Security #
Employee e-mail qualified to verify your past employment
Dates of Past Employment:
Financial Overview
In order to verify net worth and income sources, please provide up-to-date images of
account statements, investment portfolios, financial overviews, and/or tax documentation.

Keep in mind that the larger the balance, the more useful the account is to your report.
For example: Three accounts with large balances are preferable to ten small ones.
CAUTION: TABLET USERS MUST GO TO THOMAS REPORTS WEBSITE UPLOAD PORTAL LOCATED IN "TOOLS TAB" Upload Online Account Screenshots and/or Scan Paper Statements:
Once you drag the documents, don't forget to hit 'BEGIN UPLOAD'
Alternate Upload Portal with File Browsing

Upload a File
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Please be thorough in compiling and presenting your assets to ensure timely completion of your report. The simpler and better organized, the easier it will be for us to understand.

We require a minimum of 2 financial documents -- whichever you choose to provide.

With each submitted scan or uploaded document we need the following clearly displayed:
Bank name, account balances, account owner name(s), and the date of the statement.
Character References

Please refrain from using relatives. This section is not required if you are submitting character reference letters directly.
Main Applicant Reference #1

Full Name

Relationship to Party

Years KnownPhone Number

Years Known
Main Applicant Reference #1 E-mail
Main Applicant Reference #2

Full Name

Relationship to Party

Years KnownPhone Number

Years Known
Main Applicant Reference #2 E-mail
Co-Applicant Reference #1

Full Name

Relationship to Party

Years KnownPhone Number

Years Known
Co-Applicant Reference #1 E-mail
Co-Applicant Reference #2

Full Name

Relationship to Party

Years KnownPhone Number

Years Known
Co-Applicant Reference #2 E-mail
Comments and Suggestions
Service Agreement*
Signature*

Clear
Co-Applicant Signature

Clear
Please read all important documentation carefully prior to submitting and make sure that all requested information has been correctly provided. If we require any further information a representative will contact you shortly. For questions e-mail us at support@thomasreports.com or call (815)-678-4305 during business hours.
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Please Fill Out Each Section Completely

Education History

Current Residence

Employment History

Financial Overview

Character References

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