==Sample Share One Federal Credit Union==

What is my net worth?

Assets

Cash—share savings

Cash—share draft/checking

Cash on hand

Share certificates/CDs

Money-market funds

U.S. savings bonds

Market value of house

MV, other real estate

Life insurance, cash value

Annuities, surrender value

Pension plans

Profit sharing, vested equity

401(k) or 403(b) plans

IRA accounts

Keogh plans

Stocks (individually owned)

Individual Bonds

Stock mutual funds

Bond mutual funds

Real estate investment funds

Other investments

Collectibles

Precious metals

Household furnishings

Vehicles

Boats, recreational vehicles

Furs, jewelry

Loans owed to you

Other assets

Liabilities

Mortgage balance(s)

Vehicle loans

Student loans

Home-equity credit line

Other credit lines

Credit card bills

Other bills

Total Assets:
Total Liabilities:
Net Worth:

Disclaimer: The information provided is for illustrative purposes only. SSOFCU makes no representation or warranties regarding the accuracy of the information provided by this calculator. Any warranties or representations expressed or implied are hereby disclaimed in their entirety.