Personal Financial Statement Worksheet Page 4
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8SCHEDULE H
IRA FUNDS (TRADITIONAL & ROTH)
TRADITIONAL OR
OWNER
DESCRIPTION - RATE - MATURITY
MARKET VALUE
ROTH?
$
-
TOTAL TO LINE 11
0
SCHEDULE I
QUALIFIED RETIREMENT PLANS
OWNER
DESCRIPTION - RATE - MATURITY
ORIGINAL COST
MARKET VALUE
$
-
TOTAL TO LINE 12
0
SCHEDULE J
CREDIT CARDS & INSTALLATION PURCHASES
DUE TO
DATE
BALANCE
TERMS &
DUE
DESCRIPTION OF
(NAME)
INCURRED ORIGINAL PRESENT INT. RATE
DATE
COLLATERAL IF ANY
$
-
TOTAL TO LINE 16
0
SCHEDULE K
NOTES & CONTRACTS PAYABLE
DUE TO
DATE
BALANCE
TERMS &
DUE
DESCRIPTION OF
(NAME)
INCURRED ORIGINAL PRESENT INT. RATE
DATE
COLLATERAL IF ANY
$
-
TOTAL TO LINE 17
0
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