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federal

reserve

bank

of

Da l l a s

D ALLAS, TEXAS

March 29, 1963

To All Member Banks of the
Eleventh Federal Reserve District:

For a number of years, as a service to our member banks, we
have furnished the following financial statement form s: C-5 Finan­
cial Statement — Farmer-Stockman, C-6 Financial Statement —
Commercial and C-7 Comparative Statements.
We now have available two additional forms: C-5A Operating
Statement — Farmer-Stockmen and C-8 Personal Financial State­
ment. Sample copies of the later two forms are enclosed for your
review and consideration of possible use by your bank.
Copies of any of the above forms are available to member banks
without cost and will be supplied upon request to this bank or
appropriate branch.
Yours very truly,
Watrous H. Irons
President

This publication was digitized and made available by the Federal Reserve Bank of Dallas' Historical Library (FedHistory@dal.frb.org)

FORM C-5A

FEDERAL RESERVE BANK OF DALLAS

OPERATING STATEMENT — FARMER-STOCKMAN

Name.

Address.

Date.

To
Bank

City

ESTIMATED INCOME FROM CROPS (Current Y e a r)
Crop

Yield
Per Acre

Acreage

Price
Per Unit

Production

Cotton

$

State

ESTIMATED INCOME FROM LIVESTOCK AND PRODUCTS
Operator's
Share of Gross
Cash Income

Gross Cash
Income
$

Units
Sold

Commodity
Cattle

$

Owned

$

Operator’s
Share of Gross
Cash Income

Gross Cash
Income
$

$

$

$

Calves

Rented

Price
Per Unit

Sheep
Lambs

G rain
Owned

Hogs

Rented

Milk

Owned

M ohair

Wool

Rented

Owned
Rented
TOTALS

$

$

TOTALS

TOTAL INCOME

Farm income

Previous Years

Current Year
(Estimated)

Item

19

19

19

19

19

$

$

$

$

$

$

$

$

$

$

$

$

Sale of crops (see above)
Sole of livestock and products (see above)
Government payments

Total Farm Income
Nonfarm income
O il and gas leases
O il and gas income

Total Nonfarm Income
GRO SS INCOM E
Less Expenses
NET INCO M E

SCHEDULE OF ESTIMATED EXPENSES
(Current Year)

Feed

February

Janu ary

Item

March

M ay

A pril

Ju ly

June

August

September

October

November

December

Total

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

Seed
Fertilizers
Pesticides
Fuel, oil
Livestock purchases
M achinery rep air
M achinery hire
Hired labor
Auto-truck expenses
Taxes, insurance
Living expenses
M aior fam ily purchases

TOTAL EXPENSES

Form C-8

Federal Reserve Bank of Dallas

PERSONAL

Nome.

FINANCIAL

STATEMENT

.Bank

Tot

Address.
State

City

Telephone.

Business or Occupation____________________________________________________________________________________________________________________ — ____________________________
Partner or Officer in any other venture_________________________________________________________________________________________________________________________________
Age________________________________________ M arried________________________________________ Single_______________________________________ No. of Dependent Children.
A re any assets pledged?_____________________________________________________________________________ _________ ___________________________________________________________
Have you ever made a composition settlement or taken bankruptcy? Exp lain:______________________________________________________________________ -——-----

For the purpose of procuring and m aintaining credit from time to time in any form whatsoever with the above named Bank, for claims and demands against the
undersigned, the undersigned submits the following as being a true and accurate statement of its financial condition on the following date, and agree that if any change
occurs that m aterially reduces the means or a b ility of the undersigned to pay a ll claim s or demands against it, the undersigned w ill im m ediately and without d elay notify
the said Bank, and unless the Bank is so notified it may continue to rely upon the statement herein given as a true and accurate statement of the financial condition of
the undersigned as of the close o f business.......................................................................................................................................-......, 19--------- -

ASSETS
Cash on Hand and in Banks (Schedule 1)

LIABILITIES AND NET WORTH
$

Notes Payable to Banks — Secured (Schedule 1)

$

Unsecured (Schedule 1)

U. S . Government Securities
Accounts, Loans and Notes Receivable (Schedule 2)

Notes Payable to Relatives

Cash Surrender Value lif e Insurance (Schedule 3)

Accounts and Notes Payable to Others

Other Stocks and Bonds (Schedule 4)

Rents and Interest Due

Real Estate (Schedule 5)

Taxes Due (Schedule 5)

Automobiles — Number (

Liens on Real Estate (Schedule 5 )

)

Other Assets (Itemize)

Other Liabilities (Itemize)

TOTAL LIABILITIES
NET WORTH
TOTAL ASSETS

$

TOTAL LIA BILITIES AND NET WORTH

CONTINGENT LIABILITIES

SOURCE OF INCOME
Salary

$

$

As Endorser or Co-Maker

Bonus and Commissions
Dividends and Interest

$

On Leases or Contracts
Legal Claims

Real Estate Income

Provision for Federal Income Tax
O ther Special Debt

TOTAL INCOM E

$

COMPARISON OF MONTHLY INCOME AND EXPENSES

INSURANCE COVERAGE
Fire Insurance — Buildings
Household Effects and Autos
Liability Insurance — Automobiles

$

Net Monthly Income
Rent or Home Payment
Food and Utilities

Personal

Incidentals

G eneral Public
Other Insurance

$
$

A vg . Amt. Paid on Open Accts.
TOTAL EXPENSES

$

DIFFERENCE BETW EEN INCOM E AND EXPENSES

$

(SEE OTHER SIDE)

SCHEDULES
No. 1. Banking Relations. (A list of all my bank savings and loan accounts.)
Name and Location

Amount of
Loan

Cash Balance
$

Maturity of
loan

How Endorsed, Guaranteed or Secured

$

No. 2. Accounts, Loans and Notes Receivable. (A list of the largest amounts owing to me.)
Amount
Owing

Name and Address of Debtor

Age of Debt

Description or Nature of Debt

Date Payment
Expected

Description of Security Held

No. 3. Life Insurance.
Name of Person Insured

Name of Beneficiary

Name of Insurance Co.

Type of Policy

Face Amount
of Policy

Total Cash
Surrender
Value

Total Loans
Against
Policy

Amount of
Yearly
Premium

Is Policy
Assigned?

No. 4. Other Stocks and Bonds.
Face Value Bonds
No. Stock Shares

Description of Security

Registered in Name of

Cost

Present
Market Value

Income Received
Last Year

If Pledged
State to Whom

No. 5. Real Estate. The legal and equitable title to all the real estate listed in this statement is solely in the name of the undersigned,
except as follows:______________________________________________________________________________________________________________________________________________
Description or
Street No.

Dimensions or
Acres

Improvements
Consist of

Mortgages
or Liens

Due Dates and
Amounts of
Payments

Assessed
Value

Present
Market
Value

Unpaid Taxes
Year

Amount

The undersigned certifies that the information inserted on each side hereof has been carefully read and is true and correct.

Date.

Signed-