Sentences with phrase «asset account information»

Not exact matches

The pro forma financial information was prepared using the acquisition method of accounting, which requires, among other things, that assets acquired and liabilities assumed in a business combination be recognized at their fair values as of the completion of the acquisition.

The Company will account for the transaction by using its historical information and accounting policies and adding the assets and liabilities of Streetcar as of the acquisition date at their respective fair values.

Under the Ethics in Government Act, most federal officeholders, including the president, must file annual reports that give a full accounting of their finances, including income, assets, and liabilities, among other information.

Upon entering the application, the user is presented with the Dashboard, which is composed of basic information about the user's wallets, account balance, change chart, recent transactions, and the exchange rates of major crypto assets.

Finance and Personnel is responsible for management of the Park District's financial assets and investments, as well as overseeing human resources, risk management, accounts payable, fixed assets, and management of information systems.

The up - to - date information would include the county's revenues and expenditures, fund balance, trust account activity, outstanding capital projects and changes to county personnel as well as asset inventory, including vehicles and equipment.

If there is a voluntary return of stolen or concealed public funds or assets on the account of the information provided, the whistleblower may be entitled to anywhere between 2.5 % (Minimum) and 5.0 % (Maximum) of thetotal amount recovered.

The program targets the poorest members in a village and provides a productive asset grant, training and support, life skills coaching, temporary cash consumption support, and typically access to savings accounts and health information or services.

Information on your assets — account holder name (s), account types, account numbers, and balances — will require:

to determine your collective employment information, assets, property, accounts, debts, and more.

Bank and Financial Information (checking account, liquid assets, investment accounts, credit card accounts, insurance policies, etc..)

· Supporting information for any other income and assets you want to be included in your assessment, such as statements or books for savings accounts, IRA or 401K plans, and investments such as stocks and bonds.

Therefore, your mortgage lender will need your recent paycheck stubs, two year's tax returns, and information about bank accounts and other assets.

No information about salary history, religion, ethnicity, personal history, medical records, stocks, bonds, personal assets or checking / savings account becomes a part of your credit report.

Most advisers request any and all information about every account, loan, asset, insurance policy, annuities, income from all sources, and much more including copies of income tax returns.

The Information in the Asset Allocation Tool is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice to you.

Portfolio Manager's pre-IB Asset Management performance information may include performance of non-IB Asset Management client accounts.

To get ready to refinance you'll want to gather all pertinent information about your financial picture (savings accounts, 401 (k) savings, other assets) that help build your profile.

Not all transactions listed on this page or underlying the performance information displayed on this page will appear in accounts due to IB Asset Management's trading rules and individual client constraints.

«A managed account can be good for participants, but they are particularly effective for those who are engaged and will provide the managed account manager with more information, such as risk preferences, assets outside of the plan, and desired income replacement ratio,» he says.

«When talking about defaults, the only thing we know for sure when it comes to returns is the costs participants are going to pay, so we would recommend TDFs as an appropriate lower - cost asset allocation, absent knowing additional information in order to customize managed accounts,» Martielli says.

Verdeyen concedes that a managed account can not always get outside assets from the recordkeeper, but she says, with managed accounts, it is easy for participants to provide that information.

If your assets are held directly at a mutual fund or annuity company, you may not be able to view your account information online.

As with assets, show account numbers and contact information for each liability.

The important documents required are identification, employment details, bank account details, debt information, a proof of financial assets and also proof of other income sources if any.

You'll need to prove all sorts of accounting information, including outstanding balances, the value of all your assets, your current and projected future annual income, and other details, but keep in mind that everything only has to look bad on paper for you to get your approval for a stay.

Swiss banks and asset managers are gearing up to implement the FATCA (Foreign Account Tax Compliance Act) rules, by which the US government is to get all information on capital held anywhere in the world by people liable to pay American taxes.

You must disclose any debt, assets, accounts or other financial information.

GFS also provides the Funds with accounting services, including: (i) daily computation of net asset value; (ii) maintenance of security ledgers and books and records as required by the 1940 Act; (iii) production of a Fund's listing of portfolio securities and general ledger reports; (iv) reconciliation of accounting records; (v) calculation of yield and total return for a Fund; (vi) maintenance of certain books and records described in Rule 31a - 1 under the 1940 Act, and reconciliation of account information and balances among the Funds» custodian and Adviser; and (vii) monitoring and evaluation of daily income and expense accruals, and sales and redemptions of shares of the Funds.

Authorizations are provided using information such as account history, credit record, income verification and liquid assets.

Information about your first mortgage, such as your monthly mortgage statement Information about any second mortgage or home equity line of credit on the house Account balances and minimum monthly payments due on all of your credit cards Account balances and monthly payments on all your other debts such as student loans and car loans Your most recent income tax return Information about your savings and other assets Information about the monthly gross (before tax) income of your household, including recent pay stubs if you receive them or documentation of income you receive from other sources

Betterment's RetireGuide uses information you provide and the balances from your Betterment accounts, as well as assets outside of Betterment, to help you determine how much you need to save for retirement as well as your «investment timeline.»

We used three measures to capture the pertinent information: return on equity (ROE) to reflect growth and profitability; the debt coverage ratio to represent the likelihood of default; and the accruals - to - average - total - assets measure defined by Sloan (1996) to quantify possible accounting red flags.12 To arrive at company - specific quality measures, we used the simple arithmetic average of each stock's percentile rank for these three variables.

Issue guidance to interpret existing standards (eg IAS36 impairment of assets; valuation of reserves) so that preparers of reports and accounts consider the need to include information on the carbon viability of reserves.

The service offers a personalized digital vaults platform used to capture and securely store life's meaningful moments and important information for future delivery, and to bequeath online accounts and digital assets.

It also includes a «Vault» where clients can store information about their online accounts and digital assets, the locations of valuables, and the locations of critical certificates and documents.

There needs also to be action taken by members when identifying such activity such as sharing information with the relevant agencies or regulators or freezing assets or accounts.

Although you can include this information in your will, it's likely that you may need to update this information regularly as you acquire new accounts and assets.

«The Foreign Account Tax Compliance Act (FATCA) and the Foreign Bank and Asset Reporting Requirements result in government's warrantless seizure of personal financial information without reasonable suspicion or probable cause.

Advising trustees and beneficiaries in relation to trust assets and trust administration such as seeking disclosure of information regarding a trust or an account of the trust's finances;

William has acted in a wide range of partnership disputes, with particular emphasis on the existence and obligations in informal partnership agreements and partnerships at will, the breakdown of joint ventures, dissolution, orders for sale of (and rights to buy) partnership property, secret profits, analysis of partnership accounts, expulsion and retirement, the duties of partners, and taking steps to protect confidential information and preserve partnership assets on an urgent basis.

If you currently are being sued by Midland Funding, Asset Acceptance, or Portfolio Recovery Associates I think it is important to get them to admit on the record what steps they did to verify the accuracy of the information on the account before they filed a lawsuit.

The National Association of Insurance Commissioners (NAIC) suggests you consider the following information if a life insurance company offers you a Retained Asset Account as an option to a single payment.

It's basically a document that explains what and where all your assets and debts are and how to handle your accounts, including information on what needs to be done to close them out and get your assets to the people who should have them.

For the policies converted / issued in electronic form within an e-insurance account, the IR would be responsible for providing mandatory information such as policy status including premium, net asset value, bonus, loan, claims and nominee / assignment status.

Last week, Twitter made an announcement that it was joining Facebook in its fight to zero out fraud as well as deceptive trade practices by banning accounts that were trying to steal users» financial information and digital assets.

Prepare asset, liability and capital account entries by compiling and analyzing account information

Coursework Financial Accounting Financial Management Managerial Accounting Cost Accounting Federal Income Tax Strategic Management Decision Making & Control Accounting Information Systems Liabilities Six Sigma Training Auditing Fixed Assets

• Recorded assets, liabilities, revenues and expenses by compiling and analyzing account information • Handled accounts payable and receivable activities by following set standards and principles of accounting • Documented financial transactions by entering correct information into the system and recommended financial actions by analyzing accounting options • Reconciled financial discrepancies by ensuring that appropriate data is collected and analyzed • Prepared payrolls and payments by verifying documentation and requesting disbursements

Analyzed and input all aspects of account / assets information to ensure conformance with company policies, a high level of customer satisfaction and responsiveness, and agreement with third - party information providers via Oracle Application, Sales Force Cloud and other software.