315x Filetype XLSX File size 0.45 MB Source: www.secnav.navy.mil
Personal Financial Statement
Full Name: Date:
This form is also available at: http://www.ncis.navy.mil/securitypolicy/DONCAF/Pages/default.aspx
Monthly Income: Assets:
Gross Salary Real Estate
Net Salary (take home) Retirement Accounts
Spouse's Gross Income Car/Boat/Vehicles etc.
Spouse's Net Salary Stocks/Bonds
Other Income Checking/Savings
Miscellaneous
Total Net Monthly Income $0 Total Assets $0
Monthly Expenses
Housing Insurance
Primary Mortgage/Rent Life
Mobile Home(s) Disability
HOA Fee Renters/Fire
Mortgage Medical/Health
2nd Mortgage Other Insurance
Investment/Add'l Home Insurance Subtotal
Home Equity Loan
$0
Housing Subtotal $0
Education
Utilities Tuition/Fees
Electric Books
Water/Sewer Supplies
LP Gas/Fuel Oil/Nat Gas Other (specify)
Trash Service Education Subtotal
Cable/Satellite TV
Internet Service $0
Home/Mobile Phone
Entertainment
Utilities Subtotal $0 Movies/Plays/Theater
Clubs/Sports/Hobbies
Medical Gifts
Doctor Other (Specify)
Dentist
Vet&Pet Supplies Entertainment Total $0
Medication
Other (Specify) Personal
Allowances
Medical Subtotal $0 Barber/Salon
Cigarettes/Tobacco
Clothing Charity Donations
Personal Other (Specify)
Family (Inc Uniforms)
Dry Cleaning/Laundry Personal Subtotal $0
Other (Specify)
Clothing Subtotal $0 Other Expenses
Alimony
Food Child Support
Groceries Child Care
Dining Out/Delivery Elder Care
School/Work Lunches Family Support
Pet Grooming/Kennel
Food Subtotal $0 Other Not Listed
Automobile Other Subtotal $0
Insurance
Fuel
Repairs/Tires Etc
Taxes
Taxi/Van Pool/Parking
Toll Road
Other (Specify)
Automobile Subtotal $0 Total Monthly Expenses:
List all expenses/debts to include but not limited to: loans against 401k plans or similar retirement
accounts, auto loans/leases, recreational vehicles, boats, motorcycles, timeshares, student loans,
family loans, credit union(s), finance company(ies), bank loans, signature loans and credit cards. List
each account separatley by name of person company/firm. Include all debts for which you are
obligated as a co-signer. Do not include in this section, mortage; second mortages, home equity
loans, etc, this should be included in the housing section. Continue on a separate sheet of paper if
necessary.
Debt Name Amount Owed Monthly Payment
TOTALS: $0 $0
Total Net Monthly Income: $0
Monthly Living Expenses: $0
Monthly Debt Payments: $0
Remainder: $0
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