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PERSONAL DETAILS

By Philip Ramirez,2014-05-17 11:06
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PERSONAL DETAILS

Personal Information Questionnaire Date:

Please complete this form and return it to us, at which point we will be able to assess your situation and decide upon

    a suitable course of action.

PERSONAL DETAILS

    Mr/Mrs/Miss/Ms Name Occupation

    Home Address

     Home Tel. No. Mobile Tel. No.

     Email Address

     Property Owned or Rented

    If owned - solely or jointly? If owned - value - ? Mortgage amount outstanding - ?

    Any other assets, such as other property, jewellery, investments, shares etc (please make clear type of asset and where possible provide a value)

    Amount owed to creditors excluding mortgages ? Credit Cards (combined balance on cards, and monthly ? payments being made)

    Bank debt (loan or overdraft outstanding) ? Personal creditors (personal or family loans etc) ? Please provide us with a brief history of how your debts arose…

INCOME INFORMATION

    Income ?

    ? Monthly Salary (Net)

    Regular Bonus/Overtime payments monthly (Net) ? Provide details of your partner’s monthly income (where ? you are living together)

    ? Total household monthly income

    EXPENDITURE INFORMATION

    Please use amount from recent payments/invoices. If amounts are paid annually, show amount divided by 12 as a

    monthly figure.

    Rent/Mortgage payment ?

    Secured creditors ?

     Endowments ?

    Council Tax ?

     Water Rates ?

    Telephone & Internet ?

    Gas ?

    Electricity ?

    Contents insurance ?

    Buildings insurance ?

    Television licence ?

    Television rental ?

     Sky TV ?

    Food and housekeeping ?

     School meals ?

     Motor fuel (no of miles travel to work) ?

    Car tax ?

     Other travel expenses ?

    Car insurance ?

    2

EXPENDITURE INFORMATION (continued)

     (continued) Car finance ? Car maintenance & AA/RAC cover ? Life assurance premiums ? Pension contributions ? Mobile phone ? Clothing ? CSA ? Prescription charges & contact lens/glasses ? Child care ? Private school fees ? Total Monthly Expenditure ? Net Monthly Surplus available (income less expenditure) ? Any other comments?

    How would you prefer us to contact you in the future? Email Mail to home

    (please state ‘yes’ in the correct box) address

Please complete this document and email it to p.fletcher@uhy-uk.com.

One of our corporate recovery specialists will then consider your case and respond

    within 7 days.

Contact details

    Email: p.fletcher@uhy-uk.com

    Telephone: 0207 216 4601

    Fax: 0207 628 3069

    The UHY Hacker Young Group comprises separate and autonomous partnerships. 3

    A member of UHY, an international association of independent accounting and consulting firms.

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