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3MONTHBANK STATEMENT Qualify with most recent Personal or Business Accounts Bank Statements to $3M Loan Amounts675 or greater credit scores75% Max LTV PurchasesOwner Occupied Only70% Max LTV RefinanceSelfEmployed

How to fill out 3-month bank statement

How to fill out 3-month bank statement

1. Gather all your bank statements for the past 3 months.
2. Start with the most recent statement and work backwards.
3. Go through each statement and locate the beginning and ending balances.
4. Write down all the deposits and credits made to your account during the given period.
5. Make a list of all the withdrawals and debits made from your account.
6. Calculate the total balance for each statement and record it.
7. Sum up all the deposits and credits to get the total income for the 3-month period.
8. Sum up all the withdrawals and debits to get the total expenses for the 3-month period.
9. Prepare a final summary that includes the total income, total expenses, and net balance for the 3-month bank statement.

Who needs 3-month bank statement?

1. Individuals applying for a mortgage or loan may need to provide a 3-month bank statement to demonstrate their financial stability and ability to make repayments.
2. Job applicants who are required to prove their financial credibility might be asked to present a 3-month bank statement.
3. Some immigration processes may require individuals to submit a 3-month bank statement to prove their financial capacity and stability.
4. Students applying for educational loans or scholarships might need to provide a 3-month bank statement to show their financial need and eligibility.
5. Business owners or self-employed individuals may be asked for a 3-month bank statement during the process of applying for business loans or credit.
6. Individuals involved in legal matters such as divorce or child custody cases may need to submit a 3-month bank statement as evidence of their financial situation.

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What is 3-month bank statement?

A 3-month bank statement is a financial document that summarizes an individual's bank account transactions over the last three months, including deposits, withdrawals, and balance information.

Who is required to file 3-month bank statement?

Individuals or entities applying for loans, mortgages, or certain financial services may be required to submit a 3-month bank statement to verify their financial status.

How to fill out 3-month bank statement?

Typically, a 3-month bank statement does not need to be filled out as it is generated by the bank. However, applicants may need to compile and present this statement as part of their financial documentation.

What is the purpose of 3-month bank statement?

The purpose of a 3-month bank statement is to provide a detailed view of an individual's financial activity, which can aid in assessing creditworthiness, managing finances, and verifying income.

What information must be reported on 3-month bank statement?

A 3-month bank statement must report transactions such as deposits, withdrawals, fees, interest earned, and the account balance for each transaction date.