Financial Worksheet

 

To receive counseling services you must read, sign and return the Statement of Counseling Services (click & copy this page) and the  Privacy Notice  (click & copy this page) along with this Financial Worksheet form below to Consumer Credit Counseling Service of Coos-Curry, Inc. by fax, in person or by mail. You will need to schedule an appointment time by calling (541) 267-7040 or (800) 248-7040.

Fax Number: 541-267-7044

Mailing Address: 
CCCS of Coos-Curry
375 S. 4th St., Suite 100
Coos Bay,  OR  97420                                                                                                  BACK TO HOME PAGE

Please fill out  the form completely.  Make an extra copy to keep for your records.  

You may complete the form on the screen and then print it;
or,  print it first and complete it in ink.


GENERAL INFORMATION FORM
1. Last Name 
First Name 
Middle/Maiden 

Single, Married, Widowed, Divorced, Separated 
# of Dependants  Rent or Own Home 

Birth Date  Social Security 

Address  City, State, Zip 

Residential Phone  Cell Phone 

Income Per Month

Gross Pay, Monthly Take Home Pay, Monthly 

Weekly Biweekly Semimonthly Monthly 

Deductions from pay (other than taxes; e.g. insurance/savings) $ 

Employer Position 

How long employed? Telephone 

Other Income/Source 


2. Co-Applicant Last Name 

First Name Middle/Maiden 

Birth Date Social Security

Address City, State, Zip 

Residential Phone  Cell Phone 

Income Per Month

Co-Applicant Gross Pay, Monthly Take Home Pay, Monthly 

Weekly Biweekly  Semimonthly Monthly 

Deductions from pay (other than taxes; e.g. insurance/savings) $ 

Employer Position 

How long employed? Telephone 

Other Income/Source 


IMPORTANT NOTICE: READ BEFORE SIGNING

Consumer Credit Counseling Service (CCCS) offers a variety of programs to address the resolution of credit problems. COMPLETION OF THIS WORKSHEET DOES NOT AUTOMATICALLY GUARANTEE PARTICIPATION IN A DEBT MANAGEMENT PROGRAM. Another option or resource may better suit your needs.

CCCS does not report participation in a DEBT MANAGEMENT PROGRAM TO CREDIT REPORTING AGENCIES. CCCS has no control over the credit reporting practices of your creditors. Your involvement in a program may ADVERSELY affect your CREDIT REPORT.

CLIENT STATEMENT

Everything that has been stated in this worksheet is complete and correct to the best of my knowledge. I agree to hold Consumer Credit Counseling Service, its employees, officers and agents harmless from any claim, suit, action or demand of my creditors, myself, or any other persons as a result of this counseling.

Signature 

Signature 



Financial Records

Assets 

 
Real Estate Property/House  Rental Property 
Automobiles  Recreation Vehicle 
Boat/ATV  Motorcycle 
Stocks/Bonds  Savings Account 
Other 

Total Assets 



Monthly Living Expenses (Some of these expenses may not apply to you, so just put a zero (0) in the box for those that don't apply.  Please add a note of explanation for extenuating circumstances that require an excess amount for any particular category.  Thank you.) 

Rent/Storage 
First Mortgage 

Second Mortgage 

Property Taxes 

Gasoline 

Auto Maintenance 

Auto Registration 

Groceries 

Meals Out 

Food at Work 

School Lunches 

Electric/gas/oil/propane/wood 

Water/Sewer 

Telephone 

Garbage/Recycling 

Pager/Cellular Phone 

Internet Service 

Cable TV/Satellite 

Family clothing 

Auto Insurance 

Medical Insurance 

Life Insurance 

Home/Renters Insurance 

Prescriptions 

Doctor Visits 

Optical 

Daycare 

Diapers 

Child Support 

Car Payment 

Student Loans 

State/Federal Taxes 

Other Loans 

Tithe 

Other Charity 

Books/Newspapers/Magazines 

Entertainment/Recreation 

Gifts/Holidays 

Alcohol/Tobacco 

Tools for Work 

Special Work Clothing 

Other Work Expense 

Dry Cleaning/Laundry 

Home Maintenance 

Home Cleaning Supplies 

Personal Care 

Postage 

Bank Charges 

Pet Care/Food 

Other Miscellaneous 

Total Monthly Living Expenses 



List of Debts


Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date 
Interest Rate

 



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date 
Interest Rate



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date 
Interest Rate



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date 
Interest Rate



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date 
Interest Rate



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date  Interest Rate



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date 
Interest Rate



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date 
Interest Rate



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date  Interest Rate



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date 
Interest Rate



Creditor 
Address 

City, State, Zip 

Phone Number 

Account Number 

Account Description 

Balance 

Monthly Payment 

Due Date 
Interest Rate