Any help with the individual financial and joint financial would be appreciated.

ASSIGNMENT INDIVIDUAL FOR JOHN DOE AND JOINT FOR JOHN DOE AND NITA DOE Personal Financial Statement (PFS) INSTRUCTIONS: Using the following narrative information, ]Personal Financial Statement for John & Nita Doe. A blank PFS form is provided John N. Doe and Nita L. Doe John N. Doe is a Pipefitter employed with Yes-It-Fits, Inc. in Yourtown, TN since 1998. He has a current annual salary of $77,000 and also operates a small machine shop Make It Work, on the side. He made $15,356 from this business last year. His last 401-K statement shows he has $362,747.79 in his account with Big Time Investments, LLC and he also has a $250,000 whole life insurance policy with Live Long Mutual Life that has an accumulated cash surrender value of $6,656. John is married to Nita L. "Lotta" Doe who has been employed as a Pharmacist for All Night Drugs in Nextown, TN since 2006. Her current annual salary is $90,000 and last year she received a bonus of $12,000. Her last 401-K statement shows she has $194,813.59 in her account with To The Moon Investments, Inc. Lotta as a $175,000 term insurance policy with Live Long & Prosper Life. The Doe's own their residence at 1217 Main Street, Yourtown, TN. They bought it in 2008 for $157,000 and owe $125,517.90 on the mortgage to Main Street Bank, the monthly payment is $895.08. They took out a $20K Home Equity Line of Credit (HELOC) at 4.250% six months ago and owe a balance of $15,279.05. The loan requires the interest to be paid monthly; however, they pay a $150 per month. The house appraised for $239,500 when they got the HELOC. John & Lotta also jointly own a rental house at 72 Baker Street, Nextown, TN. They bought it in 2012 for $57,000 and owe $52,955.77 to Nextown Bank & Trust; the monthly payment is $333.22 per month and it rents for $650 per month. The house has a tax value of $60,000. Lotta has an equal ownership interest in a small apartment building she inherited with her sisters, Ima B. Rich, and Nora F. Way. The building has four units that each rent for $525 per month and is valued at $375,000. The sisters borrowed $30,000 last month from Main Street Bank to make improvements to the building; the monthly payment is $566.14 per month. John & Lotta have their bank accounts with Main Street Bank. John has $5,752 in his checking account and $10,200 in his savings account. Lotta, has $7,526 in her checking account and $9,019 in her savings account. They have a joint savings account with $56,275. Besides the real estate debt, John and Lotta have a joint loan for a 2014 Lexus with a NADA value of $36, 175 and owe $33,095.57 on the balance with a monthly payment of $1,031.07 to Lexus of Yourtown. John also has a loan on a 2009 Harley Davidson motorcycle with a balance of $5,625.23 and monthly payment of $414.45 to Main Street Bank. The motorcycle is worth $17,650. They also have a joint credit card from Spendthrift Bank VISA with a $1,726.01 balance and minimum payment of $45 per month. Other assets include a 2011 Ford F250 pick-up in John's name that is paid for and worth $17,200 according to Kelly Blue Book. Nita owns 366 shares of Apple. John has 125 shares of Microsoft, and $20,000 in U.S. Govt. T-Bonds. They jointly have approximately $60,000 in personal and household goods. John has $27,875 in tools and equipment for his Make it Work business, and Lotta has approximately $18,000 in jewelry.

Personal Financial Statement as of ______________ TYPE OF CREDIT - CHECK THE APPROPRIATE BOX Individual - Provide your financial information only Joint APPLICANT INFORMATION JOINT APPLICANT INFORMATION Name ________________________________________ Street Address _________________________________ Own Rent _________________________________ Mailing Address (If Different) ______________________ ______________________________________________ Business or Occupation __________________________ Employer's Name and Street Address _______________ ______________________________________________ ______________________________________________ Length of Employment ___________________________ Home Phone ___________ Bus. Phone ____________ Date of Birth ___________ U.S. Citizen? Yes No * Married Unmarried Separated *Do not complete for unsecured credit Social Security # _______________________________ Driver's License State & No. ______________________ I Carry $_________________________ in Life Insurance Beneficiary ____________________________________ Personal Bank Acct. Carried At: ____________________ Name ________________________________________ Street Address _________________________________ Own Rent _________________________________ Mailing Address (If Different) ______________________ ______________________________________________ Business or Occupation __________________________ Employer's Name and Street Address _______________ ______________________________________________ ______________________________________________ Length of Employment ___________________________ Home Phone ___________ Bus. Phone ____________ Date of Birth ___________ U.S. Citizen? Yes No * Married Unmarried Separated *Do not complete for unsecured credit Social Security # _______________________________ Driver's License State & No. ______________________ I Carry $_________________________ in Life Insurance Beneficiary ____________________________________ Personal Bank Acct. Carried At: ____________________ SOURCE OF INCOME PERSONAL INFORMATION Alimony, child support, or Separate Maintenance payments need not be disclosed unless it is desired to have such payments counted toward total income. Partner or Officer in Any Other Venture? Applicant: Yes No Joint Applicant: Yes No Applicant Salary Bonus or Commissions Dividends Other Income (Itemize) Total Income $ $ $ $ $ Jt. Applicant Describe Other Ventures $ $ $ $ $ Describe Other Income ASSETS LIABILITIES Cash: On Hand & Checking Accounts In Savings Accounts US Gov't Securities (Schedule A) Listed Securities (Schedule A) Unlisted Securities (Schedule A) Accounts and Notes Receivable Real Estate Owned (Schedule B) Equity in Real Estate Held Jointly (Schedule C) Cash Value of Life Insurance Automobiles $ $ $ $ $ $ $ $ Notes Payable To Bank (Schedule D) $ Notes Payable to Others $ Accounts and Bills Due Mortgages Payable (Schedule B) Loans on Life Insurance $ $ $ $ $ $ $ Other Assets (Itemize) $ $ $ $ $ Accrued Interest and Taxes Chattel Mortgages & Other Liens Payable Other Debts (Itemize) Total Assets Total Liabilities Net Worth Total Liabilities and Net Worth /var/filecabinet/temp/converter_assets/56/37/563778671dec21dd664a85b7c386a01351db8dca.doc 11/08 $ $ $ $ $ CONTINGENT LIABILITIES (Please Answer \"Yes\" or \"No\" to These Questions) GENERAL INFORMATION Applica nt Jt. Applicant As Endorser, Co-Maker or Guarantor: On Leases and/or Contracts: Legal Claims: Are Any Taxes Past Due? Other Special Debt: Explain All \"Yes\" Answers (Use separate sheet if necessary): SCHEDULE A Jt. Applicant Are Assets Pledged? Are You Defendant in any Suits or Legal Actions? Are Any Payments Delinquent? Have You Ever Taken Bankruptcy? SECURITIES, STOCKS, AND BONDS OWNED NO. SH AR ES DESCRIPTION SCHEDULE B DESCRIPTION OF PROPERTY Applica nt MARKET VALUE/SHARE IN NAME OF TOTAL MARKET VALUE REAL ESTATE OWNED TITLE IN NAME OF SCHEDULE C DESCRIPTION OF PROPERTY SCHEDULE D DUE TO YEAR BOUGHT COST MARKET VALUE MORTGAGE BALANCE MO. PMT. HOLDER REAL ESTATE OWNED JOINTLY WITH OTHERS TITLE IN NAME OF MARKET VALUE MORTGAGE BALANCE MO. PMT. PERCENTAGE YOUR INTEREST VALUE YOUR INTEREST NOTES PAYABLE & LEASE/RENTAL PAYMENTS BALANCE MO. PMT. PMT. FREQUENCY COLLATERAL This information and the information provided on all accompanying financial statements, schedules and supporting documents (including without limitation, copies of tax returns) is provided for the purpose of obtaining credit for the undersigned or guaranteeing the credit of others. The undersigned acknowledge that information provided by me and my agents and the representations made in this Statement will be relied on by Eastman Credit Union (ECU) in its decision to grant or continue such credit. Each of the undersigned represents, warrants, and certifies that the information provided herein is true, complete, and correct. I/We authorize ECU to make all inquiries it deems necessary to verify the accuracy of the information contained herein and to determine the creditworthiness of the undersigned. I/We agree to promptly notify ECU of any subsequent changes that would affect the accuracy of this Statement. ECU is further authorized to answer any questions about its credit experience with the undersigned. In addition, the undersigned authorizes ECU to check their individual credit account and employment history and have a credit-reporting agency prepare a credit report on them. I/We fully understand that it is a federal crime punishable by fine or imprisonment or both to knowingly make any false statements concerning any of the above facts, pursuant to 18 U.S.C. Section 1014. /var/filecabinet/temp/converter_assets/56/37/563778671dec21dd664a85b7c386a01351db8dca.doc 11/08 Applicant's Signature Print Name: Date Joint Applicant's Signature Print Name: /var/filecabinet/temp/converter_assets/56/37/563778671dec21dd664a85b7c386a01351db8dca.doc 11/08 Date Personal Financial Statement as of ______________ TYPE OF CREDIT - CHECK THE APPROPRIATE BOX Individual - Provide your financial information only Joint APPLICANT INFORMATION JOINT APPLICANT INFORMATION Name ________________________________________ Street Address _________________________________ Own Rent _________________________________ Mailing Address (If Different) ______________________ ______________________________________________ Business or Occupation __________________________ Employer's Name and Street Address _______________ ______________________________________________ ______________________________________________ Length of Employment ___________________________ Home Phone ___________ Bus. Phone ____________ Date of Birth ___________ U.S. Citizen? Yes No * Married Unmarried Separated *Do not complete for unsecured credit Social Security # _______________________________ Driver's License State & No. ______________________ I Carry $_________________________ in Life Insurance Beneficiary ____________________________________ Personal Bank Acct. Carried At: ____________________ Name ________________________________________ Street Address _________________________________ Own Rent _________________________________ Mailing Address (If Different) ______________________ ______________________________________________ Business or Occupation __________________________ Employer's Name and Street Address _______________ ______________________________________________ ______________________________________________ Length of Employment ___________________________ Home Phone ___________ Bus. Phone ____________ Date of Birth ___________ U.S. Citizen? Yes No * Married Unmarried Separated *Do not complete for unsecured credit Social Security # _______________________________ Driver's License State & No. ______________________ I Carry $_________________________ in Life Insurance Beneficiary ____________________________________ Personal Bank Acct. Carried At: ____________________ SOURCE OF INCOME PERSONAL INFORMATION Alimony, child support, or Separate Maintenance payments need not be disclosed unless it is desired to have such payments counted toward total income. Partner or Officer in Any Other Venture? Applicant: Yes No Joint Applicant: Yes No Applicant Salary Bonus or Commissions Dividends Other Income (Itemize) Total Income $ $ $ $ $ Jt. Applicant Describe Other Ventures $ $ $ $ $ Describe Other Income ASSETS LIABILITIES Cash: On Hand & Checking Accounts In Savings Accounts US Gov't Securities (Schedule A) Listed Securities (Schedule A) Unlisted Securities (Schedule A) Accounts and Notes Receivable Real Estate Owned (Schedule B) Equity in Real Estate Held Jointly (Schedule C) Cash Value of Life Insurance Automobiles $ $ $ $ $ $ $ $ Notes Payable To Bank (Schedule D) $ Notes Payable to Others $ Accounts and Bills Due Mortgages Payable (Schedule B) Loans on Life Insurance $ $ $ $ $ $ $ Other Assets (Itemize) $ $ $ $ $ Accrued Interest and Taxes Chattel Mortgages & Other Liens Payable Other Debts (Itemize) Total Assets Total Liabilities Net Worth Total Liabilities and Net Worth /var/filecabinet/temp/converter_assets/61/13/6113b3fd9c0c4ce9f98654223b6b8e9bf3294381.doc 11/08 $ $ $ $ $ CONTINGENT LIABILITIES (Please Answer \"Yes\" or \"No\" to These Questions) GENERAL INFORMATION Applica nt Jt. Applicant As Endorser, Co-Maker or Guarantor: On Leases and/or Contracts: Legal Claims: Are Any Taxes Past Due? Other Special Debt: Explain All \"Yes\" Answers (Use separate sheet if necessary): SCHEDULE A Jt. Applicant Are Assets Pledged? Are You Defendant in any Suits or Legal Actions? Are Any Payments Delinquent? Have You Ever Taken Bankruptcy? SECURITIES, STOCKS, AND BONDS OWNED NO. SH AR ES DESCRIPTION SCHEDULE B DESCRIPTION OF PROPERTY Applica nt MARKET VALUE/SHARE IN NAME OF TOTAL MARKET VALUE REAL ESTATE OWNED TITLE IN NAME OF SCHEDULE C DESCRIPTION OF PROPERTY SCHEDULE D DUE TO YEAR BOUGHT COST MARKET VALUE MORTGAGE BALANCE MO. PMT. HOLDER REAL ESTATE OWNED JOINTLY WITH OTHERS TITLE IN NAME OF MARKET VALUE MORTGAGE BALANCE MO. PMT. PERCENTAGE YOUR INTEREST VALUE YOUR INTEREST NOTES PAYABLE & LEASE/RENTAL PAYMENTS BALANCE MO. PMT. PMT. FREQUENCY COLLATERAL This information and the information provided on all accompanying financial statements, schedules and supporting documents (including without limitation, copies of tax returns) is provided for the purpose of obtaining credit for the undersigned or guaranteeing the credit of others. The undersigned acknowledge that information provided by me and my agents and the representations made in this Statement will be relied on by Eastman Credit Union (ECU) in its decision to grant or continue such credit. Each of the undersigned represents, warrants, and certifies that the information provided herein is true, complete, and correct. I/We authorize ECU to make all inquiries it deems necessary to verify the accuracy of the information contained herein and to determine the creditworthiness of the undersigned. I/We agree to promptly notify ECU of any subsequent changes that would affect the accuracy of this Statement. ECU is further authorized to answer any questions about its credit experience with the undersigned. In addition, the undersigned authorizes ECU to check their individual credit account and employment history and have a credit-reporting agency prepare a credit report on them. I/We fully understand that it is a federal crime punishable by fine or imprisonment or both to knowingly make any false statements concerning any of the above facts, pursuant to 18 U.S.C. Section 1014. /var/filecabinet/temp/converter_assets/61/13/6113b3fd9c0c4ce9f98654223b6b8e9bf3294381.doc 11/08 Applicant's Signature Print Name: Date Joint Applicant's Signature Print Name: /var/filecabinet/temp/converter_assets/61/13/6113b3fd9c0c4ce9f98654223b6b8e9bf3294381.doc 11/08 Date