Financial Information

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Financial Statement Update Request
In order to ensure D&B has your most current financial information on file, you may either submit
an electronic copy of your *current financial statement, including balance sheet and profit and loss
statement, or utilize this form to submit your information. Please email your submittal to
[email protected] Be sure to include your company name, address, contact information,
and DUNS# if known in your email. Please see additional requirements at end of this document.
*Note that a year end FISCAL STATEMENT IS PREFERRED.
--------------------------------------------------------------------------------------------------------------------Company Name:
Address:
City:
St:
Zip:
DUNS # (if known):
BALANCE SHEET
Please include figures to the exact dollar (cents are not required). Blank spaces are provided for statement
items that do not fall into specified categories. Use the TAB KEY to move between fields.
STATEMENT OF FINANCIAL CONDITION:
Date of Statement:
is this a fiscal
or an interim
statement?
ASSETS
Cash
Accounts Receivable
Inventory
Notes receivable
Marketable Securities
Other Current Assets
CURRENT ASSETS
LIABILITIES
Accounts Payable
Bank Loans
Note Payable
Accruals
Taxes
Loans & Advance-Principals
Long Term Liab-Other
Other Current Liabilities
CURRENT LIABILITIES
Fixtures/Equipment
Mortgages
Real Estate
CVS of life Ins.
Investment-Other
Deposits
Long Term Liab-Other
Def. Credits/Income
CAPITAL STOCK
PREFERRED STOCK
COMMON STOCK
ADDITIONAL PAID IN CAP
RETAINED EARNINGS
NET WORTH
Other Assets
TOTAL ASSETS
TOTAL LIAB. /CAP.
Prepared from Statement(s) by Accountant
Prepared from Books without Audit
Audited Statement (Please include copy of Accountant’s Opinion)
Reviewed by:
Title
Date
PROFIT AND LOSS
For Period:
From:
To:
Sales
Cost of Goods Sold
Gross Profit
Operating Expense
Operating Income (Loss)
Other Income
Other Expenses
Net Income Before Taxes
Income Tax
Other Tax
Net Income
Net Loss
Minimum Requirements Financial Information
You have the option of having your financial information presented in D&B’s Minimum
Requirement format as stated below.
D&B requires a copy of your full balance sheet, in order to process your financial information in the
Minimum Requirement format. D&B cannot rate or score a company on its financial position without its
financial statement data, whether it is full disclosure or minimum requirement format.
D&B will indicate in your business report that one of our analysts reviewed your company’s full balance
sheet. The balance sheet will also be used to determine ratios that will be used in determining your
ratings and Financial Stress Scores.
Using the full balance sheet you submit in its entirety, only total figures will be shown in your report.
Total figures include: Total Current Assets, Other Assets, Total Current Liabilities, Other Liabilities,
Worth/Equity, Sales and Net Income. There will not be a breakdown of figures for each item. However,
there will be an explanation of what accounts make up the totals. For example, Total Current Assets
consist of cash, accounts receivable, inventory and prepaids. Other businesses inquiring on the report will
not be able to see the full balance sheet, as it will not be published in its entirety.
Please forward your company’s financial statement directly to [email protected]
Please indicate Minimum Requirements on the statement so that the presentation of your financial
information will be as Minimum Requirements.
Thank you
D&B Financial Statement Team
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