SlideShare a Scribd company logo
Collection Information Statement for BusinessesForm 433-B(Rev. June 1991)
Department of the Treasury
Internal Revenue Service
Form 433-B (Rev. 6-91)Cat. No. 16649P
ᮣ
Note:
( )
Complete all blocks, except shaded areas. Write “N/A” (not applicable) in those blocks that do not apply.
1 Name and address of business
2 Business phone number
3 (Check appropriate box)
Sole proprietor
Partnership
Corporation
Other (specify)
4 Name and title of person being interviewed 5 Employer identification number 6 Type of business
7 Information about owner, partners, officers, major shareholder, etc.
Name and Title
Effective
Date
Home Address
Phone
Number
Social Security
Number
Total Shares
or Interest
Section I General Financial Information
8 Latest filed income tax return
Form Tax year ended Net income before taxes
9 Bank accounts (List all types of accounts including payroll and general, savings, certificates of deposit, etc.)
Name of Institution Address Type of Account Account Number Balance
Total (Enter in item 17) ᮣ
10 Bank credit available (Lines of credit, etc.)
Name of Institution Address
Credit
Limit
Amount
Owed
Credit
Available
Monthly
Payments
Totals (Enter in items 24 or 25 as appropriate) ᮣ
11 Location, box number, and contents of all safe deposit boxes rented or accessed
(If you need additional space, please attach a separate sheet.)
County
Form 433-B (Rev. 6-91) Page 2
Section I (continued) General Financial Information
County
12 Real property
Brief Description and Type of Ownership Physical Address
a
b
c
d
13 Life insurance policies owned with business as beneficiary
Name Insured Company
Policy
Number
Type
Face
Amount
Available
Loan Value
Total (Enter in item 19) ᮣ
14a Additional information regarding financial condition (Court proceedings, bankruptcies filed or anticipated, transfers of assets for less than full
value, changes in market conditions, etc. Include information regarding company participation in trusts, estates, profit-sharing plans, etc.)
b If you know of any person or
organization that borrowed or
otherwise provided funds to
pay net payrolls:
(i) Who borrowed funds?
(ii) Who supplied funds?
Accounts/notes receivable (Include current contract jobs, loans to stockholders, officers, partners, etc.)
Name Address Amount Due Date Due Status
Total (Enter in item 18) ᮣ
$
County
County
County
15
$
Form 433-B (Rev. 6-91) Page 3
Section II Asset and Liability Analysis
(a)
(b) (c) (d) (e) (f) (g) (h)
16 Cash on hand
17 Bank accounts
18 Accounts/Notes receivable
19 Life insurance loan value
20 Real
property
(from
item 12)
a
b
c
d
21 Vehicles
(model,
year,
and
license)
a
b
c
22 Machin-
ery and
equip-
ment
(specify)
a
b
c
23 Mer-
chandise
inventory
(specify)
a
b
24 Other
assets
(specify)
a
b
25 Other
liabilities
(including
notes
and
judg-
ments)
a
b
c
d
e
f
g
h
26 Federal taxes owed
27 Total
Description
Cur. Mkt.
Value
Liabilities
Bal. Due
Equity in
Asset
Amt. of
Mo. Pymt
Name and Address of
Lien/Note Holder/Obligee
Date
Pledged
Date of
Final Pymt.
Form 433-B (Rev. 6-91) Page 4
Section III Income and Expense Analysis
The following information applies to income and expenses during
the period
Accounting method used
Income Expenses
28 Gross receipts from sales, services, etc. $
29 Gross rental income
30 Interest
31 Dividends
32 Other income (specify)
33 Total income $
34 Materials purchased $
35 Net wages and salaries
36 Rent
37 Allowable installment payments
38 Supplies
39 Utilities/telephone
40 Gasoline/oil
41 Repairs and maintenance
42 Insurance
43 Current taxes
44 Other (specify)
45 Total expenses (IRS use only)
46 Net difference (IRS use only)
Certification: Under penalties of perjury, I declare that to the best of my knowledge and belief this
statement of assets, liabilities, and other information is true, correct, and complete.
47 Signature 48 Date
Internal Revenue Service Use Only Below This Line
Financial Verification/Analysis
Item
Date Information or
Encumbrance Verified
Date Property
Inspected
Estimated Forced
Sale Equity
Sources of income/credit (D&B report)
Expenses
Real property
Vehicles
Machinery and equipment
Merchandise
Accounts/notes receivable
Corporate information, if applicable
U.C.C.: senior/junior lienholder
Other assets/liabilities
Explain any difference between item 46 (or P&L) and the installment agreement payment amount:
Name of originator and IDRS assignment number Date
to
(Number of employees )
ᮣ ᮣ
ᮣ
$
$
(IRS use only)

More Related Content

Similar to sims246

sims244
sims244sims244
sims244
R4T3z
 
sims245
sims245sims245
sims245
R4T3z
 
sims249
sims249sims249
sims249
R4T3z
 
Latest Companies (Accounts) Amendment Rules, 2016
Latest Companies (Accounts) Amendment Rules, 2016Latest Companies (Accounts) Amendment Rules, 2016
Latest Companies (Accounts) Amendment Rules, 2016
GAURAV KR SHARMA
 
sims240
sims240sims240
sims240
R4T3z
 
Fi payment advice functional spec.
Fi payment advice functional spec.Fi payment advice functional spec.
Fi payment advice functional spec.
ANILKUMARPULIPATI1
 
2017 Business Loan Application Packet
2017 Business Loan Application Packet2017 Business Loan Application Packet
2017 Business Loan Application Packet
Kendal Droddy
 
2017 04-06 dusttin pearson campaign finance report
2017 04-06 dusttin pearson campaign finance report2017 04-06 dusttin pearson campaign finance report
2017 04-06 dusttin pearson campaign finance report
rath4thekids
 
Manufacturing - Customer KYC - ERP Master Data Form - Ver1.0
Manufacturing - Customer KYC - ERP Master Data Form - Ver1.0Manufacturing - Customer KYC - ERP Master Data Form - Ver1.0
Manufacturing - Customer KYC - ERP Master Data Form - Ver1.0
CA Satya Prakash Gupta
 
72376004-Credit-CAM-Format.pdf
72376004-Credit-CAM-Format.pdf72376004-Credit-CAM-Format.pdf
72376004-Credit-CAM-Format.pdf
SinojAS3
 
 UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashin
 UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashin UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashin
 UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashin
LesleyWhitesidefv
 
sims241
sims241sims241
sims241
R4T3z
 
johnson controls FY2009 First Quarter Form 10-Q Report
johnson controls FY2009 First Quarter Form 10-Q Report johnson controls FY2009 First Quarter Form 10-Q Report
johnson controls FY2009 First Quarter Form 10-Q Report finance8
 
Application form for_assistance_to_existing_units_upto_100_lakhs
Application form for_assistance_to_existing_units_upto_100_lakhsApplication form for_assistance_to_existing_units_upto_100_lakhs
Application form for_assistance_to_existing_units_upto_100_lakhs
tallraj
 
Fico t codes with description
Fico t codes with descriptionFico t codes with description
Fico t codes with descriptionAmith Sanghvi
 
Fico t codes with description
Fico t codes with descriptionFico t codes with description
Fico t codes with descriptionAmith Sanghvi
 
10-K 1 f12312012-10k.htm 10-K .docx
10-K 1 f12312012-10k.htm 10-K                               .docx10-K 1 f12312012-10k.htm 10-K                               .docx
10-K 1 f12312012-10k.htm 10-K .docx
trippettjettie
 
BERKSHIRE HATHAWAY INC Annual & Interim Reports2008 1st
BERKSHIRE HATHAWAY INC Annual & Interim Reports2008 1st   BERKSHIRE HATHAWAY INC Annual & Interim Reports2008 1st
BERKSHIRE HATHAWAY INC Annual & Interim Reports2008 1st finance2
 
project report
project reportproject report
project report
SHRUTIAGRAWAL887446
 

Similar to sims246 (20)

sims244
sims244sims244
sims244
 
sims245
sims245sims245
sims245
 
sims249
sims249sims249
sims249
 
Latest Companies (Accounts) Amendment Rules, 2016
Latest Companies (Accounts) Amendment Rules, 2016Latest Companies (Accounts) Amendment Rules, 2016
Latest Companies (Accounts) Amendment Rules, 2016
 
sims240
sims240sims240
sims240
 
Fi payment advice functional spec.
Fi payment advice functional spec.Fi payment advice functional spec.
Fi payment advice functional spec.
 
2017 Business Loan Application Packet
2017 Business Loan Application Packet2017 Business Loan Application Packet
2017 Business Loan Application Packet
 
2017 04-06 dusttin pearson campaign finance report
2017 04-06 dusttin pearson campaign finance report2017 04-06 dusttin pearson campaign finance report
2017 04-06 dusttin pearson campaign finance report
 
Manufacturing - Customer KYC - ERP Master Data Form - Ver1.0
Manufacturing - Customer KYC - ERP Master Data Form - Ver1.0Manufacturing - Customer KYC - ERP Master Data Form - Ver1.0
Manufacturing - Customer KYC - ERP Master Data Form - Ver1.0
 
72376004-Credit-CAM-Format.pdf
72376004-Credit-CAM-Format.pdf72376004-Credit-CAM-Format.pdf
72376004-Credit-CAM-Format.pdf
 
Personal Financial Statement
Personal Financial StatementPersonal Financial Statement
Personal Financial Statement
 
 UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashin
 UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashin UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashin
 UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashin
 
sims241
sims241sims241
sims241
 
johnson controls FY2009 First Quarter Form 10-Q Report
johnson controls FY2009 First Quarter Form 10-Q Report johnson controls FY2009 First Quarter Form 10-Q Report
johnson controls FY2009 First Quarter Form 10-Q Report
 
Application form for_assistance_to_existing_units_upto_100_lakhs
Application form for_assistance_to_existing_units_upto_100_lakhsApplication form for_assistance_to_existing_units_upto_100_lakhs
Application form for_assistance_to_existing_units_upto_100_lakhs
 
Fico t codes with description
Fico t codes with descriptionFico t codes with description
Fico t codes with description
 
Fico t codes with description
Fico t codes with descriptionFico t codes with description
Fico t codes with description
 
10-K 1 f12312012-10k.htm 10-K .docx
10-K 1 f12312012-10k.htm 10-K                               .docx10-K 1 f12312012-10k.htm 10-K                               .docx
10-K 1 f12312012-10k.htm 10-K .docx
 
BERKSHIRE HATHAWAY INC Annual & Interim Reports2008 1st
BERKSHIRE HATHAWAY INC Annual & Interim Reports2008 1st   BERKSHIRE HATHAWAY INC Annual & Interim Reports2008 1st
BERKSHIRE HATHAWAY INC Annual & Interim Reports2008 1st
 
project report
project reportproject report
project report
 

More from R4T3z

sims264
sims264sims264
sims264
R4T3z
 
sims263
sims263sims263
sims263
R4T3z
 
sims262
sims262sims262
sims262
R4T3z
 
sims261
sims261sims261
sims261
R4T3z
 
sims260
sims260sims260
sims260
R4T3z
 
sims259
sims259sims259
sims259
R4T3z
 
sims258
sims258sims258
sims258
R4T3z
 
sims257
sims257sims257
sims257
R4T3z
 
sims256
sims256sims256
sims256
R4T3z
 
sims255
sims255sims255
sims255
R4T3z
 
sims254
sims254sims254
sims254
R4T3z
 
sims253
sims253sims253
sims253
R4T3z
 
sims252
sims252sims252
sims252
R4T3z
 
sims251
sims251sims251
sims251
R4T3z
 
sims250
sims250sims250
sims250
R4T3z
 
sims248
sims248sims248
sims248
R4T3z
 
sims247
sims247sims247
sims247
R4T3z
 
sims243
sims243sims243
sims243
R4T3z
 
sims242
sims242sims242
sims242
R4T3z
 
sims239
sims239sims239
sims239
R4T3z
 

More from R4T3z (20)

sims264
sims264sims264
sims264
 
sims263
sims263sims263
sims263
 
sims262
sims262sims262
sims262
 
sims261
sims261sims261
sims261
 
sims260
sims260sims260
sims260
 
sims259
sims259sims259
sims259
 
sims258
sims258sims258
sims258
 
sims257
sims257sims257
sims257
 
sims256
sims256sims256
sims256
 
sims255
sims255sims255
sims255
 
sims254
sims254sims254
sims254
 
sims253
sims253sims253
sims253
 
sims252
sims252sims252
sims252
 
sims251
sims251sims251
sims251
 
sims250
sims250sims250
sims250
 
sims248
sims248sims248
sims248
 
sims247
sims247sims247
sims247
 
sims243
sims243sims243
sims243
 
sims242
sims242sims242
sims242
 
sims239
sims239sims239
sims239
 

Recently uploaded

➒➌➎➏➑➐➋➑➐➐ Dpboss Satta Matka Matka Guessing Kalyan Chart Indian Matka Satta ...
➒➌➎➏➑➐➋➑➐➐ Dpboss Satta Matka Matka Guessing Kalyan Chart Indian Matka Satta ...➒➌➎➏➑➐➋➑➐➐ Dpboss Satta Matka Matka Guessing Kalyan Chart Indian Matka Satta ...
➒➌➎➏➑➐➋➑➐➐ Dpboss Satta Matka Matka Guessing Kalyan Chart Indian Matka Satta ...
➒➌➎➏➑➐➋➑➐➐Dpboss Matka Guessing Satta Matka Kalyan Chart Indian Matka
 
A Brief Introduction About Hadj Ounis
A Brief  Introduction  About  Hadj OunisA Brief  Introduction  About  Hadj Ounis
A Brief Introduction About Hadj Ounis
Hadj Ounis
 
My storyboard for a sword fight scene with lightsabers
My storyboard for a sword fight scene with lightsabersMy storyboard for a sword fight scene with lightsabers
My storyboard for a sword fight scene with lightsabers
AlejandroGuarnGutirr
 
一比一原版(qut毕业证)昆士兰科技大学毕业证如何办理
一比一原版(qut毕业证)昆士兰科技大学毕业证如何办理一比一原版(qut毕业证)昆士兰科技大学毕业证如何办理
一比一原版(qut毕业证)昆士兰科技大学毕业证如何办理
taqyed
 
ART APPRECIATION DISCUSSION LESSON 9.pptx
ART APPRECIATION DISCUSSION  LESSON 9.pptxART APPRECIATION DISCUSSION  LESSON 9.pptx
ART APPRECIATION DISCUSSION LESSON 9.pptx
AlizzaJoyceManuel
 
Sandra García Palero Fashion Portfolio..
Sandra García Palero Fashion Portfolio..Sandra García Palero Fashion Portfolio..
Sandra García Palero Fashion Portfolio..
SandraGarcaPalero
 
Award template for beginner students of DVBS
Award template for beginner students of DVBSAward template for beginner students of DVBS
Award template for beginner students of DVBS
RodilynColampit
 
一比一原版(UniSA毕业证)南澳大学毕业证成绩单如何办理
一比一原版(UniSA毕业证)南澳大学毕业证成绩单如何办理一比一原版(UniSA毕业证)南澳大学毕业证成绩单如何办理
一比一原版(UniSA毕业证)南澳大学毕业证成绩单如何办理
zeyhe
 
Fed by curiosity and beauty - Remembering Myrsine Zorba
Fed by curiosity and beauty - Remembering Myrsine ZorbaFed by curiosity and beauty - Remembering Myrsine Zorba
Fed by curiosity and beauty - Remembering Myrsine Zorba
mariavlachoupt
 
FinalA1LessonPlanMaking.docxdvdnlskdnvsldkvnsdkvn
FinalA1LessonPlanMaking.docxdvdnlskdnvsldkvnsdkvnFinalA1LessonPlanMaking.docxdvdnlskdnvsldkvnsdkvn
FinalA1LessonPlanMaking.docxdvdnlskdnvsldkvnsdkvn
abbieharman
 
FinalFinalSelf-PortraiturePowerPoint.pptx
FinalFinalSelf-PortraiturePowerPoint.pptxFinalFinalSelf-PortraiturePowerPoint.pptx
FinalFinalSelf-PortraiturePowerPoint.pptx
abbieharman
 
Brushstrokes of Inspiration: Four Major Influences in Victor Gilbert’s Artist...
Brushstrokes of Inspiration: Four Major Influences in Victor Gilbert’s Artist...Brushstrokes of Inspiration: Four Major Influences in Victor Gilbert’s Artist...
Brushstrokes of Inspiration: Four Major Influences in Victor Gilbert’s Artist...
KendraJohnson54
 
2024 MATFORCE Youth Poster Contest Winners
2024 MATFORCE Youth Poster Contest Winners2024 MATFORCE Youth Poster Contest Winners
2024 MATFORCE Youth Poster Contest Winners
matforce
 
This is a certificate template for Daily Vacation Bible School Awards Can edi...
This is a certificate template for Daily Vacation Bible School Awards Can edi...This is a certificate template for Daily Vacation Bible School Awards Can edi...
This is a certificate template for Daily Vacation Bible School Awards Can edi...
RodilynColampit
 
My storyboard for the short film "Maatla".
My storyboard for the short film "Maatla".My storyboard for the short film "Maatla".
My storyboard for the short film "Maatla".
AlejandroGuarnGutirr
 
Dino Ranch Storyboard / Kids TV Advertising
Dino Ranch Storyboard / Kids TV AdvertisingDino Ranch Storyboard / Kids TV Advertising
Dino Ranch Storyboard / Kids TV Advertising
Alessandro Occhipinti
 
Codes n Conventions Website Media studies.pptx
Codes n Conventions Website Media studies.pptxCodes n Conventions Website Media studies.pptx
Codes n Conventions Website Media studies.pptx
ZackSpencer3
 
Cream and Brown Illustrative Food Journal Presentation.pptx
Cream and Brown Illustrative Food Journal Presentation.pptxCream and Brown Illustrative Food Journal Presentation.pptx
Cream and Brown Illustrative Food Journal Presentation.pptx
cndywjya001
 
Domino Express Storyboard - TV Adv Toys 30"
Domino Express Storyboard - TV Adv Toys 30"Domino Express Storyboard - TV Adv Toys 30"
Domino Express Storyboard - TV Adv Toys 30"
Alessandro Occhipinti
 
In Focus_ The Evolution of Boudoir Photography in NYC.pdf
In Focus_ The Evolution of Boudoir Photography in NYC.pdfIn Focus_ The Evolution of Boudoir Photography in NYC.pdf
In Focus_ The Evolution of Boudoir Photography in NYC.pdf
Boudoir Photography by Your Hollywood Portrait
 

Recently uploaded (20)

➒➌➎➏➑➐➋➑➐➐ Dpboss Satta Matka Matka Guessing Kalyan Chart Indian Matka Satta ...
➒➌➎➏➑➐➋➑➐➐ Dpboss Satta Matka Matka Guessing Kalyan Chart Indian Matka Satta ...➒➌➎➏➑➐➋➑➐➐ Dpboss Satta Matka Matka Guessing Kalyan Chart Indian Matka Satta ...
➒➌➎➏➑➐➋➑➐➐ Dpboss Satta Matka Matka Guessing Kalyan Chart Indian Matka Satta ...
 
A Brief Introduction About Hadj Ounis
A Brief  Introduction  About  Hadj OunisA Brief  Introduction  About  Hadj Ounis
A Brief Introduction About Hadj Ounis
 
My storyboard for a sword fight scene with lightsabers
My storyboard for a sword fight scene with lightsabersMy storyboard for a sword fight scene with lightsabers
My storyboard for a sword fight scene with lightsabers
 
一比一原版(qut毕业证)昆士兰科技大学毕业证如何办理
一比一原版(qut毕业证)昆士兰科技大学毕业证如何办理一比一原版(qut毕业证)昆士兰科技大学毕业证如何办理
一比一原版(qut毕业证)昆士兰科技大学毕业证如何办理
 
ART APPRECIATION DISCUSSION LESSON 9.pptx
ART APPRECIATION DISCUSSION  LESSON 9.pptxART APPRECIATION DISCUSSION  LESSON 9.pptx
ART APPRECIATION DISCUSSION LESSON 9.pptx
 
Sandra García Palero Fashion Portfolio..
Sandra García Palero Fashion Portfolio..Sandra García Palero Fashion Portfolio..
Sandra García Palero Fashion Portfolio..
 
Award template for beginner students of DVBS
Award template for beginner students of DVBSAward template for beginner students of DVBS
Award template for beginner students of DVBS
 
一比一原版(UniSA毕业证)南澳大学毕业证成绩单如何办理
一比一原版(UniSA毕业证)南澳大学毕业证成绩单如何办理一比一原版(UniSA毕业证)南澳大学毕业证成绩单如何办理
一比一原版(UniSA毕业证)南澳大学毕业证成绩单如何办理
 
Fed by curiosity and beauty - Remembering Myrsine Zorba
Fed by curiosity and beauty - Remembering Myrsine ZorbaFed by curiosity and beauty - Remembering Myrsine Zorba
Fed by curiosity and beauty - Remembering Myrsine Zorba
 
FinalA1LessonPlanMaking.docxdvdnlskdnvsldkvnsdkvn
FinalA1LessonPlanMaking.docxdvdnlskdnvsldkvnsdkvnFinalA1LessonPlanMaking.docxdvdnlskdnvsldkvnsdkvn
FinalA1LessonPlanMaking.docxdvdnlskdnvsldkvnsdkvn
 
FinalFinalSelf-PortraiturePowerPoint.pptx
FinalFinalSelf-PortraiturePowerPoint.pptxFinalFinalSelf-PortraiturePowerPoint.pptx
FinalFinalSelf-PortraiturePowerPoint.pptx
 
Brushstrokes of Inspiration: Four Major Influences in Victor Gilbert’s Artist...
Brushstrokes of Inspiration: Four Major Influences in Victor Gilbert’s Artist...Brushstrokes of Inspiration: Four Major Influences in Victor Gilbert’s Artist...
Brushstrokes of Inspiration: Four Major Influences in Victor Gilbert’s Artist...
 
2024 MATFORCE Youth Poster Contest Winners
2024 MATFORCE Youth Poster Contest Winners2024 MATFORCE Youth Poster Contest Winners
2024 MATFORCE Youth Poster Contest Winners
 
This is a certificate template for Daily Vacation Bible School Awards Can edi...
This is a certificate template for Daily Vacation Bible School Awards Can edi...This is a certificate template for Daily Vacation Bible School Awards Can edi...
This is a certificate template for Daily Vacation Bible School Awards Can edi...
 
My storyboard for the short film "Maatla".
My storyboard for the short film "Maatla".My storyboard for the short film "Maatla".
My storyboard for the short film "Maatla".
 
Dino Ranch Storyboard / Kids TV Advertising
Dino Ranch Storyboard / Kids TV AdvertisingDino Ranch Storyboard / Kids TV Advertising
Dino Ranch Storyboard / Kids TV Advertising
 
Codes n Conventions Website Media studies.pptx
Codes n Conventions Website Media studies.pptxCodes n Conventions Website Media studies.pptx
Codes n Conventions Website Media studies.pptx
 
Cream and Brown Illustrative Food Journal Presentation.pptx
Cream and Brown Illustrative Food Journal Presentation.pptxCream and Brown Illustrative Food Journal Presentation.pptx
Cream and Brown Illustrative Food Journal Presentation.pptx
 
Domino Express Storyboard - TV Adv Toys 30"
Domino Express Storyboard - TV Adv Toys 30"Domino Express Storyboard - TV Adv Toys 30"
Domino Express Storyboard - TV Adv Toys 30"
 
In Focus_ The Evolution of Boudoir Photography in NYC.pdf
In Focus_ The Evolution of Boudoir Photography in NYC.pdfIn Focus_ The Evolution of Boudoir Photography in NYC.pdf
In Focus_ The Evolution of Boudoir Photography in NYC.pdf
 

sims246

  • 1. Collection Information Statement for BusinessesForm 433-B(Rev. June 1991) Department of the Treasury Internal Revenue Service Form 433-B (Rev. 6-91)Cat. No. 16649P ᮣ Note: ( ) Complete all blocks, except shaded areas. Write “N/A” (not applicable) in those blocks that do not apply. 1 Name and address of business 2 Business phone number 3 (Check appropriate box) Sole proprietor Partnership Corporation Other (specify) 4 Name and title of person being interviewed 5 Employer identification number 6 Type of business 7 Information about owner, partners, officers, major shareholder, etc. Name and Title Effective Date Home Address Phone Number Social Security Number Total Shares or Interest Section I General Financial Information 8 Latest filed income tax return Form Tax year ended Net income before taxes 9 Bank accounts (List all types of accounts including payroll and general, savings, certificates of deposit, etc.) Name of Institution Address Type of Account Account Number Balance Total (Enter in item 17) ᮣ 10 Bank credit available (Lines of credit, etc.) Name of Institution Address Credit Limit Amount Owed Credit Available Monthly Payments Totals (Enter in items 24 or 25 as appropriate) ᮣ 11 Location, box number, and contents of all safe deposit boxes rented or accessed (If you need additional space, please attach a separate sheet.) County
  • 2. Form 433-B (Rev. 6-91) Page 2 Section I (continued) General Financial Information County 12 Real property Brief Description and Type of Ownership Physical Address a b c d 13 Life insurance policies owned with business as beneficiary Name Insured Company Policy Number Type Face Amount Available Loan Value Total (Enter in item 19) ᮣ 14a Additional information regarding financial condition (Court proceedings, bankruptcies filed or anticipated, transfers of assets for less than full value, changes in market conditions, etc. Include information regarding company participation in trusts, estates, profit-sharing plans, etc.) b If you know of any person or organization that borrowed or otherwise provided funds to pay net payrolls: (i) Who borrowed funds? (ii) Who supplied funds? Accounts/notes receivable (Include current contract jobs, loans to stockholders, officers, partners, etc.) Name Address Amount Due Date Due Status Total (Enter in item 18) ᮣ $ County County County 15 $
  • 3. Form 433-B (Rev. 6-91) Page 3 Section II Asset and Liability Analysis (a) (b) (c) (d) (e) (f) (g) (h) 16 Cash on hand 17 Bank accounts 18 Accounts/Notes receivable 19 Life insurance loan value 20 Real property (from item 12) a b c d 21 Vehicles (model, year, and license) a b c 22 Machin- ery and equip- ment (specify) a b c 23 Mer- chandise inventory (specify) a b 24 Other assets (specify) a b 25 Other liabilities (including notes and judg- ments) a b c d e f g h 26 Federal taxes owed 27 Total Description Cur. Mkt. Value Liabilities Bal. Due Equity in Asset Amt. of Mo. Pymt Name and Address of Lien/Note Holder/Obligee Date Pledged Date of Final Pymt.
  • 4. Form 433-B (Rev. 6-91) Page 4 Section III Income and Expense Analysis The following information applies to income and expenses during the period Accounting method used Income Expenses 28 Gross receipts from sales, services, etc. $ 29 Gross rental income 30 Interest 31 Dividends 32 Other income (specify) 33 Total income $ 34 Materials purchased $ 35 Net wages and salaries 36 Rent 37 Allowable installment payments 38 Supplies 39 Utilities/telephone 40 Gasoline/oil 41 Repairs and maintenance 42 Insurance 43 Current taxes 44 Other (specify) 45 Total expenses (IRS use only) 46 Net difference (IRS use only) Certification: Under penalties of perjury, I declare that to the best of my knowledge and belief this statement of assets, liabilities, and other information is true, correct, and complete. 47 Signature 48 Date Internal Revenue Service Use Only Below This Line Financial Verification/Analysis Item Date Information or Encumbrance Verified Date Property Inspected Estimated Forced Sale Equity Sources of income/credit (D&B report) Expenses Real property Vehicles Machinery and equipment Merchandise Accounts/notes receivable Corporate information, if applicable U.C.C.: senior/junior lienholder Other assets/liabilities Explain any difference between item 46 (or P&L) and the installment agreement payment amount: Name of originator and IDRS assignment number Date to (Number of employees ) ᮣ ᮣ ᮣ $ $ (IRS use only)