Personal Financial Statement (REV 06/2018) – Northwest Federal Credit Union Completed Form Examples and Samples
Explore detailed examples and samples of the Personal Financial Statement (REV 06/2018) for Northwest Federal Credit Union. Our filled-out templates provide a clear guide on how to accurately list your assets, liabilities, and income to calculate your net worth for loan applications. Perfect for individuals and joint applicants needing assistance with the NWFCU form.
Personal Financial Statement (REV 06/2018) – Northwest Federal Credit Union Example for Joint Applicants
How this form was filled:
This is an example of a Personal Financial Statement for Northwest Federal Credit Union filled out for a married couple, John and Jane Smith. It details their combined assets, such as their home and retirement accounts, and their liabilities, including a mortgage and auto loan, to calculate their total net worth for a loan application as of early 2026.
Information used to fill out the document:
- Applicant Name: John Smith
- Co-Applicant Name: Jane Smith
- As of Date: 03/15/2026
- Total Assets: $1,255,000
- Total Liabilities: $393,000
- Net Worth: $862,000
- Total Annual Income: $240,000
- Primary Asset: Real Estate (Home) - $650,000
- Primary Liability: Real Estate Mortgage - $350,000
- Retirement Accounts (IRA, 401k): $450,000
- Marketable Securities: $50,000
What this filled form sample shows:
- Comprehensive listing of joint assets, including real estate, marketable securities, and retirement funds.
- Detailed schedule of liabilities, such as mortgages, auto loans, and credit card balances.
- Clear calculation of Total Net Worth by subtracting total liabilities from total assets.
- Disclosure of annual income from various sources, including salaries and investments.
- Accurate completion of all required sections for a joint application.
Form specifications and details:
| Form Name: | Personal Financial Statement (REV 06/2018) – Northwest Federal Credit Union |
| Use Case: | Joint applicants (married couple) applying for a loan or line of credit. |
Created: February 03, 2026 07:33 PM
