Application Section 3: Assets & Debts

Select Yes if you donate to any charities or non-profit organizations.

Include any tax-deductible donations from the prior year.

Select Add another to create additional charity/organization entries.

Select Yes if you own any additional property other than your primary residence. This may include rental, recreation, business, investment, or farm land property.

If you earn any income off of these additional properties, such as income from rental properties, include that income in the gross property income.

If you have expenses for these additional properties, such as taxes, insurance, utilities, or similar charges, include those expenses in the gross property expenses.

Enter the full address for any additional properties in the spaces provided.

Have your fund statements for the prior year available for reference.

Enter amounts for the prior calendar year, not the current year.

The year-end value is as of December 31.

Have statements available for reference.

Enter current amounts. If an account, such as Checking, fluctuates constantly, enter the average amount.

If you have multiple of any type of account, enter the combined total amount.

Select Own, Lease, Both, or None to describe your family's non-recreational vehicles.

• Enter details for any non-recreational vehicles your family owns or leases.

Select Yes if your family leases, finances, or owns and recreational vehicles.

• Enter details for those recreation vehicles.

Include totals for any debts your family has incurred, such as credit card debt and personal bank loans.

• Do not include loans or mortgages you already reported in Housing Expense or Real Estate.

• Do not include loans you already reported in Vehicles or Recreational Vehicles/Boats.

If you have multiple of any type of debt or loan, enter the combined total amount.

Enter the total debt or loan amounts, not the monthly or annual payment amounts.