{"text_format":"1","workbook":"xlsx","n_sheets":4,"sheets":["Statement of Net Worth","Additional Properties","KC USE ONLY","KC ONLY DropDown"],"not_rendered":{"charts":0,"images":0,"macros":0,"external_links":0,"defined_names":1,"comments":0,"pivot_tables":0},"unopened":[],"bounds":{"document_bytes":16777216,"sheet_cells":100000,"rows_first":2000,"rows_last":500,"rows_between":2000,"halvings":0,"cell_chars":16384,"cell_head_chars":4096},"cells_cut":0,"cells_raw":0,"read":"whole","date_system":"1900"}

{"sheet":"Statement of Net Worth","index":0,"n_rows":120,"n_cols":10,"rows_kept":120,"cut":false,"hidden":false,"merged":[[30,1,30,7],[32,1,32,7],[34,2,34,6],[105,1,105,7],[87,2,87,6],[90,1,90,7],[91,2,91,6],[92,2,92,6],[76,2,76,3],[76,4,76,6],[80,1,80,7],[72,4,72,6],[73,2,73,3],[86,2,86,6],[83,1,83,7],[81,1,81,7],[80,9,87,11],[90,9,92,11],[119,1,119,2],[106,1,106,6],[107,1,107,7],[95,1,95,7],[96,1,96,7],[97,1,97,7],[99,2,99,6],[100,2,100,6],[101,2,101,6],[102,2,102,6],[82,2,82,6],[84,2,84,6],[85,1,85,7],[72,2,72,3],[73,4,73,6],[74,2,74,3],[74,4,74,6],[75,2,75,3],[75,4,75,6],[65,1,65,7],[66,2,66,7],[67,1,67,7],[70,1,70,7],[71,1,71,7],[61,4,61,5],[61,6,61,7],[62,2,62,3],[62,4,62,5],[62,6,62,7],[0,0,0,10],[12,0,13,13],[14,1,14,7],[14,9,19,11],[19,4,19,5],[111,1,111,8],[22,9,24,11],[27,9,34,11],[36,9,41,11],[44,9,52,11],[55,9,62,11],[65,9,67,11],[70,9,77,11],[27,1,27,7],[22,1,22,7],[23,3,23,7],[24,2,24,7],[28,1,28,7],[36,1,36,7],[37,1,37,7],[41,2,41,6],[95,9,102,11],[105,9,106,11],[15,2,15,7],[16,2,16,7],[17,2,17,7],[18,2,18,7],[44,1,44,7],[45,1,45,7],[52,2,52,6],[55,1,55,7],[56,1,56,7],[57,2,57,7],[58,2,58,7],[59,2,59,7],[60,5,60,6],[61,2,61,3]]}
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[null,"Company Information*",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Company Name*"]
[null,"Full Name of Owner*"]
[null,"Owners Primary Residential Address*"]
[null,"City*"]
[null,"State* ",null,"Zip Code*"]
[]
[]
[null,"Marital Status*",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Is the Owner Married? (select yes or no)*","-SELECT-"]
[null,"If selected yes, please enter spouse's name"]
[]
[]
[null,"Section 1 - Cash Assets*\nALL FIELDS ARE REQUIRED TO BE FILLED\n(include a value or NA for each asset listed below)",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Section 1a - Cash Assets - Cash & Checking*"]
[null,"Cash on Hand & Checking Accounts*","*(for any field which does not apply - insert N/A)"]
[null,"Section 1b - Cash Assets - Savings & CDs*"]
[null,"Savings Accounts / Certifcates of Deposits*","*(for any field which does not apply - insert N/A)"]
[null,"Section 1c - Cash Assets - Retirement Accounts*"]
[null,"Retirement Accounts*","*(for any field which does not apply - insert N/A)"]
[null,"Total",null,null,null,null,null,{"$f":"SUMIF((B30:H34),\"<>N/A\",(B30:H34))","v":0}]
[]
[null,"Section 2 - Life Insurance (Cash/Surrender Value only)*",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"*(for any field which does not apply - insert N/A)"]
[null,"[Enter Name of Insurance Company]","*(for any field which does not apply - insert N/A)"]
[null,"[Enter Name of Insurance Company]"]
[null,"[Enter Name of Insurance Company]"]
[null,"Total",null,null,null,null,null,{"$f":"SUMIF(H39:H41,\"<>N/A\",H39:H41)","v":0}]
[]
[]
[null,"Section 3 - Stocks and Bonds*",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"*(for any field which does not apply - insert N/A)"]
[null,"Name of Security (e.g. Microsoft)","*(for any field which does not apply - insert N/A)",null,null,null,null,"Total Value"]
[null,"[Enter Name of Security]"]
[null,"[Enter Name of Security]"]
[null,"[Enter Name of Security]"]
[null,"[Enter Name of Security]"]
[null,"[Enter Name of Security]"]
[null,"Total",null,null,null,null,null,{"$f":"SUMIF(H48:H52,\"<>N/A\",H48:H52)","v":0}]
[]
[]
[null,"Section 4 - Primary Residence*",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"*(for any field which does not apply - insert N/A)"]
[null,"Primary Residence (select rent or own)*","-SELECT-"]
[null,"Address*"]
[null,"City*"]
[null,"State* ",null,"County* ",null,"Zip Code* "]
[null,"Purchase Price (if owned)*",0,null,"Assessed Value*",null,0]
[null,"Mortgage Balance (if owned)*",0,null,"Other Home Loans*",null,0]
[]
[]
[null,"Section 5 - Additional Property ",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Do you own additional  real estate?  \n(Select Yes or No)*","-SELECT-"]
[null,"If yes, please list additional properties on the next worksheet"]
[]
[]
[null,"Section 6 - Vehicles/Boats/RV/Yacht/Motocycle*",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"*(for any field which does not apply - insert N/A)"]
[null,"Year of Vehicle","Make",null,"Model",null,null,"Value"]
[]
[]
[]
[]
[null,"Total",null,null,null,null,null,{"$f":"SUMIF(H74:H77,\"<>N/A\",H74:H77)","v":0}]
[]
[]
[null,"Section 7 - Additional Assets* \nALL FIELDS ARE REQUIRED TO BE FILLED\n(include a value or NA for each asset listed below)",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Section 7a - Additional Assets - Personal Property*"]
[null,"Household Furnishings / Personal Goods* (watches, Jewelry, art, etc)","*(for any field which does not apply - insert N/A)"]
[null,"Section 7b - Additional Assets - Additional Businesses*"]
[null,"Additional Business Ownership Equity* (exclude the business which you are applying for SCS)","*(for any field which does not apply - insert N/A)"]
[null,"Section 7c- Additional Assets - Other Assets*"]
[null,"Other Assets*  (Including Personal Notes Receivable, etc)","*(for any field which does not apply - insert N/A)"]
[null,"Total ",null,null,null,null,null,{"$f":"SUMIF(B83:H87,\"<>N/A\",B83:H87)","v":0}]
[]
[]
[null,"Section 8 - Equity in Business to be Certified (not a factor of personal net worth) ",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Amount","*(for any field which does not apply - insert N/A)"]
[null,"Total",null,null,null,null,null,{"$f":"SUMIF(H92,\"<>N/A\",H92)","v":0}]
[]
[]
[null,"Section 9 - Other Liabilities",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"(For any loan over $500,000, please provide the following details in the notes field:  original amount of loan, lender, and purpose)"]
[null,"*(for any field which does not apply - insert N/A)"]
[null,"Credit Cards","*(for any field which does not apply - insert N/A)"]
[null,"Personal Loans"]
[null,"Vehicle Loans"]
[null,"Any other loan / liability"]
[null,"Total",null,null,null,null,null,{"$f":"SUMIF(H99:H102,\"<>N/A\",H99:H102)","v":0}]
[]
[]
[null,"Section 10 - Transfer of Assets*",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Have you within the last 12 months transferred assets to a spouse, domestic partner, relative, or entity in which you have an ownership or beneficial interest including a trust? (Select yes or no)\n\nIf yes, please describe in the notes section.",null,null,null,null,null,"-SELECT-"]
[]
[]
[]
[]
[null,"Notification / Agreement*:"]
[]
[]
[]
[]
[]
[]
[]
[null,"Name *",null,"Date *"]

{"sheet":"Additional Properties","index":1,"n_rows":56,"n_cols":10,"rows_kept":56,"cut":false,"hidden":false,"merged":[[1,1,1,7],[10,1,10,7],[11,2,11,7],[6,2,6,7],[2,2,2,7],[4,2,4,7],[3,2,3,7],[5,5,5,6],[7,6,8,7],[7,3,8,3],[9,0,9,11],[1,9,8,11],[22,2,22,7],[12,2,12,7],[13,2,13,7],[14,5,14,6],[15,2,15,7],[16,3,17,3],[16,6,17,7],[19,1,19,7],[20,2,20,7],[21,2,21,7],[18,0,18,11],[10,9,17,11],[19,9,26,11],[23,5,23,6],[24,2,24,7],[25,3,26,3],[25,6,26,7],[38,2,38,7],[28,1,28,7],[29,2,29,7],[30,2,30,7],[31,2,31,7],[32,5,32,6],[33,2,33,7],[34,3,35,3],[34,6,35,7],[37,1,37,7],[43,6,44,7],[46,1,46,7],[47,2,47,7],[48,2,48,7],[45,0,45,11],[37,9,44,11],[28,9,35,11],[27,0,27,11],[36,0,36,11],[55,0,56,1],[50,5,50,6],[51,2,51,7],[52,3,53,3],[52,6,53,7],[54,0,54,11],[46,9,53,11],[49,2,49,7],[39,2,39,7],[40,2,40,7],[41,5,41,6],[42,2,42,7],[43,3,44,3]]}
[]
[null,"Additional Property ",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Type*","-Select Type-"]
[null,"Address*"]
[null,"City*"]
[null,"State* ",null,"County* ",null,"Zip Code* "]
[null,"Date Purchased*"]
[null,"Purchase Price*",null,null,"Parcel Number*"]
[null,"Assessed Value*",null,null,"Mortgage Balance*"]
[]
[null,"Additional Property ",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Type*","-Select Type-"]
[null,"Address*"]
[null,"City*"]
[null,"State* ","-SELECT-","County* ",null,"Zip Code* "]
[null,"Date Purchased*"]
[null,"Purchase Price*",null,null,"Parcel Number*","#"]
[null,"Assessed Value*",null,null,"Mortgage Balance*"]
[]
[null,"Additional Property ",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Type*","-Select Type-"]
[null,"Address*"]
[null,"City*"]
[null,"State* ","-SELECT-","County* ",null,"Zip Code* "]
[null,"Date Purchased*"]
[null,"Purchase Price*",null,null,"Parcel Number*","#"]
[null,"Assessed Value*",null,null,"Mortgage Balance*"]
[]
[null,"Additional Property ",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Type*","-Select Type-"]
[null,"Address*"]
[null,"City*"]
[null,"State* ","-SELECT-","County* ",null,"Zip Code* "]
[null,"Date Purchased*"]
[null,"Purchase Price*",null,null,"Parcel Number*","#"]
[null,"Assessed Value*",null,null,"Mortgage Balance*"]
[]
[null,"Additional Property ",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Type*","-Select Type-"]
[null,"Address*"]
[null,"City*"]
[null,"State* ","-SELECT-","County* ",null,"Zip Code* "]
[null,"Date Purchased*"]
[null,"Purchase Price*",null,null,"Parcel Number*","#"]
[null,"Assessed Value*",null,null,"Mortgage Balance*"]
[]
[null,"Additional Property ",null,null,null,null,null,null,null,"Notes (optional): "]
[null,"Type*","-Select Type-"]
[null,"Address*"]
[null,"City*"]
[null,"State* ","-SELECT-","County* ",null,"Zip Code* "]
[null,"Date Purchased*"]
[null,"Purchase Price*",null,null,"Parcel Number*","#"]
[null,"Assessed Value*",null,null,"Mortgage Balance*"]
[]
["BACK"]

{"sheet":"KC USE ONLY","index":2,"n_rows":42,"n_cols":3,"rows_kept":42,"cut":false,"hidden":true,"merged":[[41,1,41,2],[0,0,4,2],[8,1,8,2],[5,1,5,2],[6,1,6,2],[7,1,7,2]]}
["PNW Eligibility Calculation "]
[]
[]
[]
[]
["Company Name",{"$f":"'Statement of Net Worth'!C16","v":0}]
["Owner Name",{"$f":"'Statement of Net Worth'!C17","v":0}]
["Married?",{"$f":"'Statement of Net Worth'!C24","v":"-SELECT-"}]
["Evaluator Name"]
[]
[null,"TOTAL ASSETS","TOTAL LIABILITIES"]
["Section 1 Cash Assets",{"$f":"'Statement of Net Worth'!H35","v":0}]
["Section 2 Life Insurance",{"$f":"'Statement of Net Worth'!H42","v":0}]
["Section 3 Stocks and Bonds",{"$f":"'Statement of Net Worth'!H53","v":0}]
["Section 5 Additional Real Estate "]
["Property 1 Assessed Value",{"$f":"'Additional Properties'!C9","v":0}]
["Property 1 Mortgage Balance",null,{"$f":"'Additional Properties'!F9","v":0}]
["Property 2 Assessed Value",{"$f":"'Additional Properties'!C18","v":0}]
["Property 2 Mortgage Balance",null,{"$f":"'Additional Properties'!F18","v":0}]
["Property 3 Assessed Value",{"$f":"'Additional Properties'!C27","v":0}]
["Property 3 Mortgage Balance",null,{"$f":"'Additional Properties'!F27","v":0}]
["Property 4 Assessed Value",{"$f":"'Additional Properties'!C36","v":0}]
["Property 4 Mortgage Balance",null,{"$f":"'Additional Properties'!F36","v":0}]
["Property 5 Assessed Value",{"$f":"'Additional Properties'!C45","v":0}]
["Property 5 Mortgage Balance",null,{"$f":"'Additional Properties'!F45","v":0}]
["Property 6 Assessed Value",{"$f":"'Additional Properties'!C54","v":0}]
["Property 6 Mortgage Balance",null,{"$f":"'Additional Properties'!F54","v":0}]
[]
["Section 5 Vehicles",{"$f":"'Statement of Net Worth'!H78","v":0}]
["Section 6 Additional Assets",{"$f":"'Statement of Net Worth'!H88","v":0}]
["Section 8 Other Liabilities",null,{"$f":"'Statement of Net Worth'!H103","v":0}]
[]
["Section 9 Transfer of Assets"]
[]
[]
[]
["Total Assets and Liabilities",{"$f":"SUM(B12:B35)","v":0},{"$f":"SUM(C12:C36)","v":0}]
["Total Net Worth (owner & spouse)",{"$f":"B37-C37","v":0}]
["Total Net Worth (owner only,  applicable if married)",{"$f":"B38/2","v":0}]
[]
["Acknowledgement of Declaration Statement",{"$f":"'Statement of Net Worth'!B119","v":0},{"$f":"'Statement of Net Worth'!D119","v":"00:00:00"}]
["Meets Eligibility - YES/NO?","-SELECT-"]

{"sheet":"KC ONLY DropDown","index":3,"n_rows":51,"n_cols":3,"rows_kept":51,"cut":false,"hidden":true,"merged":[]}
["-SELECT-",null,"Primary Residence"]
["AK"]
["AL",null,"-SELECT-"]
["AR",null,"Own"]
["AZ",null,"Rent"]
["CA"]
["CO"]
["CT",null,"-SELECT-"]
["DE",null,"Yes"]
["FL",null,"No"]
["GA"]
["HI"]
["IA"]
["ID",null,"Recreational Property"]
["IL",null,"Investment Property"]
["IN"]
["KS"]
["KY"]
["LA"]
["MA"]
["MD"]
["ME"]
["MI"]
["MN"]
["MO"]
["MS"]
["MT"]
["NC"]
["ND"]
["NE"]
["NH"]
["NJ"]
["NM"]
["NV"]
["NY"]
["OH"]
["OK"]
["OR"]
["PA"]
["RI"]
["SC"]
["SD"]
["TN"]
["TX"]
["UT"]
["VA"]
["VT"]
["WA"]
["WI"]
["WV"]
["WY"]