Reply to Asking for historical financial records?

Forum Index » Jobs and Careers

Reply to "Asking for historical financial records?"

Subject:

Emoticons





More smilies

Text Color: Font: Close Marks

[quote=Anonymous][quote=Anonymous]My husband is undergoing a background investigation as part of a conditional offer and they want to see historical credit card, bank, mortgage, and auto loan statements, for the past six months. I believe it is to analyze income/expenditure, but it feels a little unfair and like an inaccurate assessment in a marital household.

We pay all of our bills on time, always, but I don’t know how it’s going to look that we just paid out thousands this summer on vacations, the purchase of some new furniture, and paid for some home improvements. Our CCs were very high (though paid off) the past three months, and savings a bit depleted (I receive an annual bonus every October so we anticipate this and make purchases over the summer.) Both our auto loan and mortgage payments were 12 days late at one point over the summer as well, as there was an issue with our auto-payment after an in-app glitch. Not sure it matters, but our main CC is in my name and I’ve had it since before we were married; DH is authorized and we use it for points.

On paper right now, it looks like we make horrible financial decisions. Is there anything he can do to mitigate this? [/quote]

What type of role/position is he applying for, that is asking this level of detail.  I have to provide financial investment disclosures each year, conflict of interest forms... [/quote]

Options

	Disable HTML in this message
	Disable BB Code in this message
	Disable smilies in this message

Review message

Search Recent Topics Hottest Topics