Transcription of PERSONAL FINANCIAL SUMMARY - Citibank
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PERSONAL FINANCIAL SUMMARY - Citibank
PERSONAL FINANCIAL SUMMARYA ccount Holder 1 Mobile Phone Phone Phone of BirthEmployerEmployer s AddressNo. of DependantsHome AddressAccount Holder 2 Mobile Phone Phone Phone of BirthEmployerEmployer s AddressNo. of DependantsHome AddressLIABILITIES (OTHER INSTITUTIONS) CREDIT CARDS - LINES OF CREDIT - STORE CARDS - PERSONAL LOANSA ccount NumberType of ProductInstitution NameBalance OwingMonthly Repayment$$$$$$$$$$$$$$$$$$TOTAL$$YOUR ASSETS AND LIABILITIES - HOME LOANS - INVESTMENTS - MOTOR VEHICLES - OTHERSA ssetsInstitution Name/LenderTotal Current ValueBalance OwingMonthly RepaymentsResidential Property$$$Investment Property$$$Motor Vehicles/Boats$$$Others$$$Others$$$Share s$Superannuation$Savings$Household Items$TOTAL$$YOUR MONTHLY INCOME AND EXPENSESType of IncomeNet Monthly IncomeType of ExpenseMonthly PaymentsAccount Holder 1$Rent$Spouse/ Acct. Holder 2$Body Corporate/Strata Fee$Pension/Social Security Benefits$Land & Water Rates$Family Assistance/Child Support$Utilities (Electricity, Gas, Telephone, Mobile, etc.)
PERSONAL FINANCIAL SUMMARY Account Holder 1 Mobile No. Home Phone No. Home Phone No. Occupation Work Phone No. Date of Birth Employer Employer’s Address No. of Dependants
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