HELP! Assets and Liabilities:
The first part of this section will ask about your financial and physical "Assets" including retirement and other investments.  The second section will ask you questions about your total financial "Liabilities" and obligations.  Simply answer the questions as best you can.  If you don't know the answer to a question or the question doesn't apply to you, leave the field blank.
 
Jointly? 
Not Jointly?: 
This question is asking you to state if the Assets and Liabilities section is going to be filled out by yourself and your spouse as Borrower and co-Borrower.  If the "Co-Borrower" section was completed about a spouse, this statement and supporting schedules must be completed about that spouse also.  If so, check the "Jointly" box.

If you are applying for this loan by yourself, or you and the Co-Borrower are applying for this loan and are not married, check the "Not Jointly" box.  If you and a Co-Borrower are applying for this loan and are not married, separate statements and supporting schedules must be completed.  This means you each need to fill out a separate loan application.
 

Cash deposit 
toward purchase 
held by: 
If you purchasing a property and have made a cash deposit toward the down payment for this property, who is holding the deposit?  This may be your real estate broker, a title or escrow company, your attorney, or a private party, etc.  Enter the business name (or personal name if it is a private party).
 
Amount 
of deposit: 
Enter the total dollar amount of your deposit being held by the party named in the last question (if any).
 
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