Credit Card Debt Assessment

Contact Information      
First Name Last Name
Middle Initial Age
Sex Marital Status
Street Address 1 Street Address 2
City State
Zip Code
Home Phone Alternate Phone
E-Mail Address

Credit Card Balances  
What is the approximate amount of your credit card debt?
Are you the person solely responsible for payment?
Have you been sued by a credit card issuer?
Are you being contacted by bill collectors?
How many credit cards do you have with a balance over $100?
How many credit cards with a balance over $100 are past due? 

List the top 10 credit cards that are past due:
Issuing Bank
Balance
Amount past due
# of months past due
Interest Rate

General Information
Employment Status
Do you own or rent your home?
Have you experienced any of the following in the last 12 months? (check all that apply) Illness Loss of job Family Death Divorce Substance Abuse
  Other
   

Do you have any other special circumstances we should know about?

Payment Information

Billing Information  
Name (As it appears on credit card) *
Type of card *
Card Number *
Expiration Date *
Security Code *

 

 

 

 

 




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