Example: air traffic controller

Collection Information Statement for Individuals

FormMD 433-A(Rev. July 2000)State of MarylandComptroller of MarylandNote: Complete all blocks, except shaded areas. Write N/A (not applicable) in those blocks that do not Taxpayer(s) name(s) and address2 Home phone number3 Marital status ( )4a Taxpayer s Social Security number4b Spouse s Social Security numberCounty_____Section IEmployment Information5 Taxpayer s employer or businessa How long employedb Business phone numberc Occupation (name and address)d Number of exemptionse Pay period:! Weekly! Bi-weeklyf (Check appropriate box) claimed on W-4! Monthly! _____ ! Wage earner ! Sole proprietor Payday: _____ (Mon-Sun) ! Partner6 Spouse s employer or businessa How long employedb Business phone numberc Occupation (name and address)d Number of exemptionse Pay period:!

Form MD 433-A (Rev. 7-2000) Page 2 Section III (continued) General Financial Information 14 Charge cards and lines of credit from …

Tags:

  Testament, Financial

Information

Domain:

Source:

Link to this page:

Please notify us if you found a problem with this document:

Other abuse

Transcription of Collection Information Statement for Individuals

1 FormMD 433-A(Rev. July 2000)State of MarylandComptroller of MarylandNote: Complete all blocks, except shaded areas. Write N/A (not applicable) in those blocks that do not Taxpayer(s) name(s) and address2 Home phone number3 Marital status ( )4a Taxpayer s Social Security number4b Spouse s Social Security numberCounty_____Section IEmployment Information5 Taxpayer s employer or businessa How long employedb Business phone numberc Occupation (name and address)d Number of exemptionse Pay period:! Weekly! Bi-weeklyf (Check appropriate box) claimed on W-4! Monthly! _____ ! Wage earner ! Sole proprietor Payday: _____ (Mon-Sun) ! Partner6 Spouse s employer or businessa How long employedb Business phone numberc Occupation (name and address)d Number of exemptionse Pay period:!

2 Weekly! Bi-weeklyf (Check appropriate box) claimed on W-4! Monthly! _____ ! Wage earner ! Sole proprietorPayday: _____ (Mon-Sun) ! PartnerSection IIPersonal Information7 Name, address and telephone number of8 Other names or aliases9 Previous address(es) next of kin or other reference10 Age and relationship of dependents living in your household (exclude yourself and spouse)11 Datea Taxpayerb Spouse12 Last filed incomea Number of exemptionsb Adjusted gross income of birth tax return (tax year) claimedSection IIIG eneral financial Information13 Bank accounts (include savings and loans, credit unions, IRA and retirement plans, certificates of deposit, etc.)Name of InstitutionAddressType of AccountAccount Total (Enter in Item 21).

3 Collection Information Statement for Individuals (If you need additional space, please attach a separate sheet)Form MD 433-A (Rev. 7-2000)Page 4 Section VMonthly Income and Expense AnalysisTotal IncomeNecessary Living ExpensesComptroller s use OnlySourceGrossClaimedAllowed31 Wages/salaries (taxpayer)$42 National Standard Expenses (1)$$32 Wages/salaries (spouse)43 Housing and utilities (2)33 Interest, dividends44 Transportation (3)34 Net business income45 Health care (from Form MD 433-B)35 Rental income46 Taxes (income and FICA)36 Pension (taxpayer)47 Court ordered payments37 Pension (spouse)48 Child/dependent care38 Child support49 Life insurance39 Alimony50 Secured or legally-perfected debts (specify)40 Other income51 Other expenses (specify)

4 41 Total income$52 Total Expenses$$53 (Comptroller s use only) Net$ difference (income less necessary living expenses)Certification Under penalties of perjury, I declare that to the best of my knowledge and belief this Statement ofassets, liabilities, and other Information is true, correct, and Your signature55 Spouse s signature (if joint return filed)56 DateNotes1 Clothing and clothing services, food, housekeeping supplies, personal care products and services, and Rent or mortgage payment for the taxpayer s principal residence. Add the average monthly payment for the following expenses if they are notincluded in the rent or mortgage payment: property taxes, homeowner s or renter s insurance, parking, necessary maintenance and repair,homeowner dues, condominium fees and utilities.

5 Utilities include gas, electricity, water, fuel oil, coal, bottled gas, trash and garbage Collection ,wood and other fuels, septic cleaning, and Lease or purchase payments, insurance, registration fees, normal maintenance, fuel, public transportation, parking, and Information or comments:Comptroller of Maryland Use Only Below This LineExplain any difference between Item 53 and the installment payment amount:Name of OriginatorDateForm MD 433-A (Rev. 7-2000)Page 2 Section III (continued) General financial Information14 Charge cards and lines of credit from banks, credit unions, and savings and of AccountName and Address ofMonthlyCreditAmountCreditor CardFinancial institutionPaymentLimitOwedAvailable Total (Enter in Item 27).

6 15 Safe deposit boxes rented or accessed (List all locations, box numbers, and contents)16 Real Property (Brief description and type of ownership)Physical AddressaCounty_____bCounty_____cCounty__ ___17 Life Insurance (Name and Company)Policy NumberTypeFace AmountAvailable Loan Value! Whole! Term! Whole! Term! Whole! TermTotal (Enter in Item 23)18 Securities (stocks, bonds, mutual funds, money market funds, government securities, etc.):KindQuantity orCurrentWhereOwnerDenominationValueLoca tedof Record19 Other Information relating to your financial condition. If you check the Yes box, please give dates and explain on page 4, Additional Information or Comments:a Court proceedings!

7 Yes! Nob Bankruptcies! Yes! Noc Repossessions! Yes! Nod Recent sale or other transfer of! Yes! No assets for less than full valuee Anticipated increase! Yes! Nof Participant or beneficiary! Yes! No in income to trust, estate, profit sharing, MD 433-A (Rev. 7-2000)Page 3 Section IVAssets and LiabilitiesCurrentCurrentEquityAmount ofName and Address ofDateDate ofDescriptionMarketAmountinMonthlyLien/N ote Holder/LenderPledgedFinalValueOwedAssetP aymentPayment20 Cash21 Bank accounts (from item 13)22 Securities (from item 18)23 Cash or loan value of insurance24 Vehicles leased or owned (model, year, license, tag #) a b c25 Real propertya (from Section III, item 16)bc26 Other assets a b c d e27 Bank revolving credit (from item 14)28 Other liabilitiesa(including bankloans, judgementsbnotes, andcharge accountscnot entered initem 13)defg29 Federal taxes owed (prior years)

8 29 Totals$$Comptroller of Maryland Use Only Below This LineFinancial Verification/AnalysisDate Information orDate PropertyEstimated ForcedItemEncumbrance VerifiedInspectedSale EquityPersonal ResidenceOther real propertyVehiclesOther personal propertyState employment (husband and wife)Income tax returnWage statements (husband and wife)Sources of income/credit (D&B report)ExpensesOther assets/liabilitiesForm MD 433-A (Rev. 7-2000)Page 2 Section III (continued) General financial Information14 Charge cards and lines of credit from banks, credit unions, and savings and of AccountName and Address ofMonthlyCreditAmountCreditor CardFinancial institutionPaymentLimitOwedAvailable Total (Enter in Item 27).

9 15 Safe deposit boxes rented or accessed (List all locations, box numbers, and contents)16 Real Property (Brief description and type of ownership)Physical AddressaCounty_____bCounty_____cCounty__ ___17 Life Insurance (Name and Company)Policy NumberTypeFace AmountAvailable Loan Value! Whole! Term! Whole! Term! Whole! TermTotal (Enter in Item 23)18 Securities (stocks, bonds, mutual funds, money market funds, government securities, etc.):KindQuantity orCurrentWhereOwnerDenominationValueLoca tedof Record19 Other Information relating to your financial condition. If you check the Yes box, please give dates and explain on page 4, Additional Information or Comments:a Court proceedings!

10 Yes! Nob Bankruptcies! Yes! Noc Repossessions! Yes! Nod Recent sale or other transfer of! Yes! No assets for less than full valuee Anticipated increase! Yes! Nof Participant or beneficiary! Yes! No in income to trust, estate, profit sharing, MD 433-A (Rev. 7-2000)Page 3 Section IVAssets and LiabilitiesCurrentCurrentEquityAmount ofName and Address ofDateDate ofDescriptionMarketAmountinMonthlyLien/N ote Holder/LenderPledgedFinalValueOwedAssetP aymentPayment20 Cash21 Bank accounts (from item 13)22 Securities (from item 18)23 Cash or loan value of insurance24 Vehicles leased or owned (model, year, license, tag #) a b c25 Real propertya (from Section III, item 16)bc26 Other assets a b c d e27 Bank revolving credit (from item 14)28 Other liabilitiesa(including bankloans, judgementsbnotes, andcharge accountscnot entered initem 13)defg29 Federal taxes owed (prior years)


Related search queries