Citi CA 78

Package Prep

Business Profile

Product Setup

Package Sent

Citi Review

Signatures

BENEFICIAL OWNER ASSETS & LIABILITIES

We need to ask you a few questions about the beneficial owner with 50% or greater ownership.

Please answer the following questions on behalf of the owner with 50% or greater ownership

Name of Owner With 50% or Greater Ownership What are the individual's Total Assets? What are the individual's Total Liabilities? What is the individual's Net Worth?

What is the individual's Liquid Net Worth? What is the individual's Liquid Net Worth?

Business Ownership/Company Profits

Salary

Inheritance

Property Sale

Investment / Trust Fund

Other

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