Income and Expenditure
Moneyline Yorkshire Sheffield Credit Union
1. Your income details
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Weekly |
Monthly |
Annual | Comments |
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Your main income |
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Partner’s income |
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Benefits |
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Other income |
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Total income |
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Proof of income is required. Please supply bank statements / wages slips.
2. Your expenditure
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EXPENDITURE |
Weekly |
Monthly |
Quarterly |
Annual |
Comments |
| Mortgage / rent | |||||
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Council Tax: |
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Home insurance: |
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Electricity: |
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Gas/Oil/Coal: |
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Water rates: |
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Loan/HP repayments: |
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Store cards: |
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Catalogue repayments: |
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Credit cards: |
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Pension provision: |
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Telephone: |
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Mobile telephone: |
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TV Licence/Cable/Sky |
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Food/Shopping: |
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Life assurance: |
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Maintenance payments: |
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School meals: |
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Milk bill: |
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Child care: |
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Clothes/Uniforms/Shoes: |
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Household goods: |
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AA/RAC/Green Flag: |
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Car insurance: |
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Road tax: |
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Car servicing/repairs: |
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Petrol: |
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Travel-Bus/Taxi/Fares etc: |
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Leisure - Meals / Drinks etc. |
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Pocket money: |
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Lottery: |
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Cigarettes: |
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Newspapers / magazines: |
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Christmas / Birthdays: |
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Holidays: |
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Hobbies: |
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Any other expenses |
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| Total expenditure |
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Total annual income |
£ |
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Less Total annual expenditure |
£ |
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Surplus income |
£ |
3. Savings
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Building society / Bank |
£ |
Additional information |
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Investments |
£ |
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Credit Union |
£ |
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Other (please specify) |
£ |
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Total savings |
£ |
4. Existing liabilities
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Liability |
Balance owed |
Monthly payments |
Credit Limit |
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Loans / HP |
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1 |
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2 |
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3 |
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4 |
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5 |
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Store cards |
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1 |
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2 |
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3 |
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Credit cards |
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1 |
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2 |
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3 |
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Catalogues |
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1 |
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2 |
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3 |
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Credit Union |
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Moneyline |
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Bank overdraft |
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Totals |
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Have you had any County Court Judgements registered in your name? YES / NO
Have you ever been declared bankrupt? YES / NO
If you answered ‘YES’ to either of the above please provide details.
Please return your completed application form and income / expenditure sheet to either Moneyline Yorkshire or Sheffield Credit Union at: 6 The Gallery, Castle Market, Sheffield, S1 2AJ
Tel: (0114) 2760787 E-mail: admin@fisy1.co.uk