Evaluation Form

Send this duly filled-up form to us by fax or email for free evaluation of your options in dealing with your financial problem.


GENERAL INFORMATION

Name :
Address :
Telephone No. :
Date of Birth :
Email Address :
Name of Spouse :
No. of Children below 18 years of age :
Date of Birth :
Business Telephone Number :
 

BUDGET INFORMATION

 
MONTHLY INCOME
Gross Pay Applicant :
Spouse :
Net take-home pay Applicant :
Spouse :
Other Income  
TOTAL NET INCOME (Net Take-home pay plus Other Income)  
 
MONTHLY EXPENSES
Food :
Housing :
Utilities :
Clothing :
Medical :
Transportation :
Insurance :
Other major expenses(specify) :
Incidentals :
TOTAL MONTHLY EXPENSES :
TOTAL DISPOSABLE INCOME (subtract Monthly Expenses from Total Net Income) :
 

ADDITIONAL INFORMATION

1. Have you sold real estate property within the last 5 years? Yes
2. A) Have you withdrawn RRSPS within the last 12 months? Yes
B) If yes, how much?
3. A) Are you behind on some monthly payments? Yes
B) If yes, how many months?
4. Have you filed for bankrupcty before? Yes
 

ASSETS AND LIABILITIES INFORMATION

 
ASSETS:
House :
Automobile :
Furniture & Household Items :
Investments :
Others :
 
 
Total Value :
 
LIABILITIES:
Unsecured :
Credit Cards :
Personal loans :
Others :
 
Total Unsecured :
 
Secured :
First Mortgage :
Second Mortgage :
Car Loans :
Others :
 
Total Secured :
Grand Total :