Form MD 433-A (Rev. 7-2000) Page 4 Section V Monthly Income and Expense Analysis Form MD 433-A Total Income Necessary Living Expenses (Rev. July 2000) Comptroller’s use Only Collection Information Statement for Individuals Source Gross Claimed Allowed State of Maryland (If you need additional space, please attach a separate sheet) 31 Wages/salaries (taxpayer) $ 42 National Standard Expenses (1) $$ Comptroller of Maryland 32 Wages/salaries (spouse) 43 Housing and utilities (2) Note: Complete all blocks, except shaded areas. Write “N/A” (not applicable) in those blocks that do not apply. 33 Interest, dividends 44 Transportation (3) 1 Taxpayer(s) name(s) and address 2 Home phone number 3 Marital status 34 Net business income 45 Health care ( ) (from Form MD 433-B) 35 Rental income 46 Taxes (income and FICA) 4a Taxpayer’s Social Security number 4b Spouse’s Social Security number 36 Pension (taxpayer) 47 Court ordered payments County ______________________ 37 Pension (spouse) 48 Child/dependent care Section I Employment Information 38 Child support 49 Life insurance 5 Taxpayer’s employer or business a How long employed b Business phone number c Occupation 39 Alimony 50 Secured or legally-perfected (name and address) debts (specify) 40 Other income 51 Other expenses (specify) d Number of exemptions e Pay period: ! Weekly ! Bi-weekly f (Check appropriate box) claimed on W-4 ! Monthly ! ________ ! Wage earner ! Sole proprietor Payday: ___________ (Mon-Sun) ! Partner 6 Spouse’s employer or business a How long employed b Business phone number c Occupation 41 Total income $ 52 Total Expenses $ $ (name and address) 53 (Comptroller’s use only) Net $ difference (income less necessary living expenses) d Number of exemptions e Pay period: ! Weekly ! Bi-weekly f (Check appropriate box) claimed on W-4 ! Monthly ! ________ ! Wage earner ! Sole proprietor Certification Under penalties of perjury, I declare that to the best of my knowledge and belief this statement of Payday: ___________ (Mon-Sun) ! Partner assets, liabilities, and other information is true, correct, and complete. 54 Your signature 55 Spouse’s signature (if joint return filed) 56 Date Section II Personal Information 7 Name, address and telephone number of 8 Other names or aliases 9 Previous address(es) next of kin or other reference Notes 1 Clothing and clothing services, food, housekeeping supplies, personal care products and services, and miscellaneous. 2 Rent or mortgage payment for the taxpayer’s principal residence. Add the average monthly payment for the following expenses if they are not included in the rent or mortgage payment: property taxes, homeowner’s or renter’s insurance, parking, necessary maintenance and repair, 10 Age and relationship of dependents living in your household (exclude yourself and spouse) homeowner dues, condominium fees and utilities. Utilities include gas, electricity, water, fuel oil, coal, bottled gas, trash and garbage collection, wood and other fuels, septic cleaning, and telephone. 3 Lease or purchase payments, insurance, registration fees, normal maintenance, fuel, public transportation, parking, and tolls. Additional information or comments: 11 Date a Taxpayer b Spouse 12 Last filed income a Number of exemptions b Adjusted gross income of birth tax return (tax year) claimed Section III General Financial Information Comptroller of Maryland Use Only Below This Line 13 Bank accounts (include savings and loans, credit unions, IRA and retirement plans, certificates of deposit, etc.) Explain any difference between Item 53 and the installment payment amount: Name of Institution Address Type of Account Account No. Balance Name of Originator Date Total (Enter in Item 21) .................................................................................................................................................................................. |
Form MD 433-A (Rev. 7-2000) Page 2 Form MD 433-A (Rev. 7-2000) Page 3 Section III (continued) General Financial Information Section IV Assets and Liabilities 14 Charge cards and lines of credit from banks, credit unions, and savings and loans. Current Current Equity Amount of Name and Address of Date Date of Type of Account Name and Address of Monthly Credit Amount Credit Description Market Amount in Monthly Lien/Note Holder/Lender Pledged Final or Card Financial institution Payment Limit Owed Available Value Owed Asset Payment Payment 20 Cash 21 Bank accounts (from item 13) 22 Securities (from item 18) 23 Cash or loan value of insurance 24 Vehicles leased or owned (model, year, license, tag #) Total (Enter in Item 27) .......................................................................................... a 15 Safe deposit boxes rented or accessed (List all locations, box numbers, and contents) b c 16 Real Property (Brief description and type of ownership) Physical Address 25 Real property a a (from Section III, item 16) b County _________________________________ c b 26 Other assets a County _________________________________ b c c d County _________________________________ e 17 Life Insurance (Name and Company) Policy Number Type Face Amount Available Loan Value ! Whole 27 Bank revolving credit (from item 14) ! Term 28 Other liabilities a ! Whole (including bank ! Term loans, judgements b notes, and ! Whole charge accounts c ! Term not entered in item 13) d Total (Enter in Item 23) e 18 Securities (stocks, bonds, mutual funds, money market funds, government securities, etc.): f Kind Quantity or Current Where Owner g Denomination Value Located of Record 29 Federal taxes owed (prior years) 29 Totals $$ Comptroller of Maryland Use Only Below This Line Financial Verification/Analysis Date Information or Date Property Estimated Forced 19 Other information relating to your financial condition. If you check the “Yes” box, please give dates and explain on page 4, Additional Item Encumbrance Verified Inspected Sale Equity Information or Comments: Personal Residence a Court proceedings ! Yes ! No b Bankruptcies ! Yes ! No Other real property c Repossessions ! Yes ! No d Recent sale or other transfer of ! Yes ! No Vehicles assets for less than full value Other personal property e Anticipated increase ! Yes ! No f Participant or beneficiary ! Yes ! No in income to trust, estate, profit sharing, etc. State employment (husband and wife) Income tax return Wage statements (husband and wife) Sources of income/credit (D&B report) Expenses Other assets/liabilities |
Form MD 433-A (Rev. 7-2000) Page 2 Form MD 433-A (Rev. 7-2000) Page 3 Section III (continued) General Financial Information Section IV Assets and Liabilities 14 Charge cards and lines of credit from banks, credit unions, and savings and loans. Current Current Equity Amount of Name and Address of Date Date of Type of Account Name and Address of Monthly Credit Amount Credit Description Market Amount in Monthly Lien/Note Holder/Lender Pledged Final or Card Financial institution Payment Limit Owed Available Value Owed Asset Payment Payment 20 Cash 21 Bank accounts (from item 13) 22 Securities (from item 18) 23 Cash or loan value of insurance 24 Vehicles leased or owned (model, year, license, tag #) Total (Enter in Item 27) .......................................................................................... a 15 Safe deposit boxes rented or accessed (List all locations, box numbers, and contents) b c 16 Real Property (Brief description and type of ownership) Physical Address 25 Real property a a (from Section III, item 16) b County _________________________________ c b 26 Other assets a County _________________________________ b c c d County _________________________________ e 17 Life Insurance (Name and Company) Policy Number Type Face Amount Available Loan Value ! Whole 27 Bank revolving credit (from item 14) ! Term 28 Other liabilities a ! Whole (including bank ! Term loans, judgements b notes, and ! Whole charge accounts c ! Term not entered in item 13) d Total (Enter in Item 23) e 18 Securities (stocks, bonds, mutual funds, money market funds, government securities, etc.): f Kind Quantity or Current Where Owner g Denomination Value Located of Record 29 Federal taxes owed (prior years) 29 Totals $$ Comptroller of Maryland Use Only Below This Line Financial Verification/Analysis Date Information or Date Property Estimated Forced 19 Other information relating to your financial condition. If you check the “Yes” box, please give dates and explain on page 4, Additional Item Encumbrance Verified Inspected Sale Equity Information or Comments: Personal Residence a Court proceedings ! Yes ! No b Bankruptcies ! Yes ! No Other real property c Repossessions ! Yes ! No d Recent sale or other transfer of ! Yes ! No Vehicles assets for less than full value Other personal property e Anticipated increase ! Yes ! No f Participant or beneficiary ! Yes ! No in income to trust, estate, profit sharing, etc. State employment (husband and wife) Income tax return Wage statements (husband and wife) Sources of income/credit (D&B report) Expenses Other assets/liabilities |
Form MD 433-A (Rev. 7-2000) Page 4 Section V Monthly Income and Expense Analysis Form MD 433-A Total Income Necessary Living Expenses (Rev. July 2000) Comptroller’s use Only Collection Information Statement for Individuals Source Gross Claimed Allowed State of Maryland (If you need additional space, please attach a separate sheet) 31 Wages/salaries (taxpayer) $ 42 National Standard Expenses (1) $$ Comptroller of Maryland 32 Wages/salaries (spouse) 43 Housing and utilities (2) Note: Complete all blocks, except shaded areas. Write “N/A” (not applicable) in those blocks that do not apply. 33 Interest, dividends 44 Transportation (3) 1 Taxpayer(s) name(s) and address 2 Home phone number 3 Marital status 34 Net business income 45 Health care ( ) (from Form MD 433-B) 35 Rental income 46 Taxes (income and FICA) 4a Taxpayer’s Social Security number 4b Spouse’s Social Security number 36 Pension (taxpayer) 47 Court ordered payments County ______________________ 37 Pension (spouse) 48 Child/dependent care Section I Employment Information 38 Child support 49 Life insurance 5 Taxpayer’s employer or business a How long employed b Business phone number c Occupation 39 Alimony 50 Secured or legally-perfected (name and address) debts (specify) 40 Other income 51 Other expenses (specify) d Number of exemptions e Pay period: ! Weekly ! Bi-weekly f (Check appropriate box) claimed on W-4 ! Monthly ! ________ ! Wage earner ! Sole proprietor Payday: ___________ (Mon-Sun) ! Partner 6 Spouse’s employer or business a How long employed b Business phone number c Occupation 41 Total income $ 52 Total Expenses $ $ (name and address) 53 (Comptroller’s use only) Net $ difference (income less necessary living expenses) d Number of exemptions e Pay period: ! Weekly ! Bi-weekly f (Check appropriate box) claimed on W-4 ! Monthly ! ________ ! Wage earner ! Sole proprietor Certification Under penalties of perjury, I declare that to the best of my knowledge and belief this statement of Payday: ___________ (Mon-Sun) ! Partner assets, liabilities, and other information is true, correct, and complete. 54 Your signature 55 Spouse’s signature (if joint return filed) 56 Date Section II Personal Information 7 Name, address and telephone number of 8 Other names or aliases 9 Previous address(es) next of kin or other reference Notes 1 Clothing and clothing services, food, housekeeping supplies, personal care products and services, and miscellaneous. 2 Rent or mortgage payment for the taxpayer’s principal residence. Add the average monthly payment for the following expenses if they are not included in the rent or mortgage payment: property taxes, homeowner’s or renter’s insurance, parking, necessary maintenance and repair, 10 Age and relationship of dependents living in your household (exclude yourself and spouse) homeowner dues, condominium fees and utilities. Utilities include gas, electricity, water, fuel oil, coal, bottled gas, trash and garbage collection, wood and other fuels, septic cleaning, and telephone. 3 Lease or purchase payments, insurance, registration fees, normal maintenance, fuel, public transportation, parking, and tolls. Additional information or comments: 11 Date a Taxpayer b Spouse 12 Last filed income a Number of exemptions b Adjusted gross income of birth tax return (tax year) claimed Section III General Financial Information Comptroller of Maryland Use Only Below This Line 13 Bank accounts (include savings and loans, credit unions, IRA and retirement plans, certificates of deposit, etc.) Explain any difference between Item 53 and the installment payment amount: Name of Institution Address Type of Account Account No. Balance Name of Originator Date Total (Enter in Item 21) .................................................................................................................................................................................. |