Personal Financial Statement

  • Step 1Your information
  • Step 2Application Package

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Personal Financial Statement

There are two options to submit a Personal Financial Statement. If you choose "Submit Electronically" below, you will be redirected to a confirmation page which will contain further instructions. You will also receive an email containing a secure link to the application form, which you will be able to fill out and submit using DocuSign. Or, you may select “Submit in Person” to download the application and upon completion, schedule an appointment at one of our Branch Locations to bring in a printed copy.


Submit Electronically   Submit In Person

There are three steps to submit in person:

  1. Click here to download a pdf of the application package (please save the file to your computer)
  2. Complete the application
  3. Click here to schedule an appointment at one of our branch locations

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Questions? Just call us at (805) 963-7511 (M-F 8am-6pm) or email lending@montecito.bank.