Personal Financial Advisor

Welcome to Powerpay debt solutions

Credit Payment Worksheet

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and is reprinted with permission where applicable.


All information will be kept strictly confidential.

First Name Last  Name
Mailing Address Daytime Phone
City State
Zip Code Date

The unique PowerPay Debt Reduction program can analyze repayment options for your debts. Possible creditors might include the overdraft protection credit line attached to a bank or credit union checking account, medical payments, installment loans, auto loans, credit card debts, or home equity line of credit loans, personal loans, etc. PowerPay® can calculate debt repayment schedules where extra payments are applied to the principal and assuming there are no pre-payment penalties.

For each creditor, complete all the financial information across the chart. NOTE: The monthly mortgage payment should be principal and interest only, and should NOT include any amount going to a mortgage loan escrow account for property taxes and homeowner insurance policies.

#
Creditor
Current Balance
Owing
Monthly
Payment
Annual % Rate(s)*
*if multiple rates note trigger of rate change
1        
2        
3        
4        
5        
Space for additional creditors on reverse side.

We'll run up to three repayment options. First, indicate if you want the repayment option run by greatest savings (GSvg) or shortest term (STerm) first. You may also indicate any extra monthly payments or lump sum payment(s) you plan to pay. It is very important to include the month and year you will make contemplated lump sum payments to your creditors.


Option 1
Option 2
Option 3
Payment priority: 
Greatest Savings(GSvg) OR
Shortest Term (STerm)
Gsvg     STerm
(Circle one)
GSvg     STerm
(Circle one)
GSvg     STerm
(Circle one)
Extra $ each month? (Could be $0)
A lump sum payment (Could be $0) $  on  month & year $ on month & year $ on  month & year

Click-below to order for $10.00

Go to Pg-2 of Credit Payments Worksheet

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