Financial Affidavit Template, Free Download 2026
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When Do You Need a Financial Affidavit?
You are going through a divorce and the family court requires both spouses to file a financial affidavit for divorce disclosing all income, expenses, assets, and liabilities as part of the mandatory disclosure process before the court can rule on property division, alimony, or child support.
A child support calculation is being established, modified, or enforced and the court needs a current financial affidavit from both parents to apply the state's child support guidelines and determine each parent's income available for support.
You are requesting or responding to a request for alimony (spousal support) and the court requires a detailed financial affidavit to evaluate each spouse's earning capacity, living expenses, and financial needs before setting the support amount and duration.
The court has ordered temporary support or attorney fee contribution during pending litigation and needs a financial affidavit to determine the appropriate amounts. In Florida, parties must file either Florida Form 12.902(b) (short form) or Florida Form 12.902(c) (long form) depending on income level.
You are filing a motion for modification of an existing child support or alimony order and must demonstrate a substantial change in financial circumstances by comparing your current financial affidavit to the one filed in the original proceeding. A divorce settlement agreement may reference the financial affidavit disclosures.
A creditor, landlord, or government agency has requested a sworn statement of your financial condition as part of a judgment enforcement, housing application, or benefits determination process. Landlords may require this alongside a residential lease PDF template application.
What Should a Financial Affidavit Include?
Personal Information
State your full legal name, date of birth, Social Security number (or last four digits), current address, employer name and address, job title, and how long you have been employed at your current position. Include the case number and court name if filing as part of a family law case.
Income Disclosure
List all sources of income including salary, wages, bonuses, commissions, overtime, self-employment income, rental income, investment dividends, interest, Social Security benefits, pension, disability, and any other regular or irregular income. In California, California Form FL-150 requires gross monthly income from all sources. Courts may impute income if the affidavit underreports earnings.
Monthly Expenses
Itemize all monthly living expenses including mortgage or rent, utilities, food, clothing, transportation, insurance premiums, medical expenses, childcare, education costs, debt payments, and personal expenses. Be thorough and accurate because judges compare your stated expenses to your income to assess credibility and determine support amounts.
Assets
List all assets including real property, vehicles, bank accounts, retirement accounts (401k, IRA, pension), investment accounts, business interests, personal property of significant value, and any other assets. Include the current fair market value and any outstanding balance owed on each asset. Full disclosure is required for equitable distribution proceedings.
Liabilities
List all debts including mortgages, car loans, student loans, credit card balances, personal loans, tax obligations, and any other liabilities. Include the creditor name, total balance owed, monthly payment, and whether the debt is joint or individual. The court considers liabilities when dividing marital property and setting support obligations.
Certification and Signature
The financial affidavit must be signed under oath. Most family courts require notarization or a signed statement under penalty of perjury. Under 18 USC Section 1621, making materially false statements in a sworn financial affidavit can result in criminal perjury charges, contempt of court sanctions, and adverse inferences in the family law proceeding.
Legal Details: Key Clauses in a Financial Affidavit
Affiant Declaration
I, [____________] ("Affiant"), being duly sworn, state under penalty of perjury that the following financial information is true and correct to the best of my knowledge. This Financial Affidavit is submitted to [the Court / ____________] in connection with [Case Number: ____________ / ____________].
Personal Information
Full Name: [____________]. Date of Birth: [____________]. Address: [____________]. Occupation: [____________]. Employer: [____________]. Length of Employment: [____________].
Income
Gross Monthly Income from Employment: [$__________]. Net Monthly Income: [$__________]. Other Income Sources: [alimony, child support, rental income, dividends, Social Security, disability, self-employment: $__________]. TOTAL MONTHLY INCOME: [$__________]. [Copies of most recent pay stubs and tax returns attached.]
Assets
Real Property (fair market value): [$__________]. Bank Accounts: [$__________]. Investments: [$__________]. Retirement Accounts: [$__________]. Vehicles: [$__________]. Other Assets: [$__________]. TOTAL ASSETS: [$__________].
Liabilities
Mortgages: [$__________]. Vehicle Loans: [$__________]. Student Loans: [$__________]. Credit Cards: [$__________]. Medical Bills: [$__________]. Other Debts: [$__________]. TOTAL LIABILITIES: [$__________].
Monthly Expenses
Housing: [$__________]. Utilities: [$__________]. Food: [$__________]. Transportation: [$__________]. Insurance: [$__________]. Healthcare: [$__________]. Childcare: [$__________]. Education: [$__________]. Debt Payments: [$__________]. Other: [$__________]. TOTAL MONTHLY EXPENSES: [$__________].
Children and Dependents
Number of dependent children: [______]. Names and ages: [____________]. Special needs or extraordinary expenses: [____________]. Health insurance provided by: [____________]. Childcare costs: [$__________/month].
Penalties of Perjury
I declare under penalty of perjury under the laws of the State of [_____________] that the foregoing is true, accurate, and complete. I understand that knowingly providing false financial information to the Court may constitute contempt and may be subject to criminal penalties.
Execution
Signed and sworn on [____________]. [Notary block if required by jurisdiction.] This Financial Affidavit is subject to update upon material change in financial circumstances or upon order of the Court.
Signature Requirements
Electronic Signature with Notarization
The affiant must sign this financial affidavit under oath before a notary public. Notarization is mandatory because this is a sworn statement filed with the court under penalty of perjury. Providing false or misleading financial information on a court-ordered financial affidavit can result in contempt of court, sanctions, adverse inferences, and criminal perjury charges.
Related Affidavits Templates
A financial affidavit is often used alongside other affidavits documents. Depending on your situation, you may also need:
How to Fill Out a Financial Affidavit
Enter Personal and Case Information
Fill in your full legal name, date of birth, address, employer information, and the court case number. If you are in Florida, determine whether you need Florida Form 12.902(b) (short form for income under $50,000) or Florida Form 12.902(c) (long form for income over $50,000).
Calculate and Enter All Income
Gather your last three months of pay stubs, most recent tax return, and any other income documentation. Enter gross monthly income from each source. Do not omit irregular income such as bonuses, freelance work, or side business revenue, as the court may impute income if it discovers undisclosed earnings.
Itemize Monthly Expenses
List every recurring monthly expense. Review your bank and credit card statements for the last three months to ensure nothing is missed. Be realistic about amounts because inflated expenses undermine credibility. Common categories include housing, utilities, food, transportation, insurance, healthcare, childcare, and debt payments.
List All Assets with Values
Enter each asset with its current fair market value. For real property, use a recent appraisal or tax assessment. For retirement accounts, use the most recent statement balance. For vehicles, use Kelley Blue Book or NADA values. Include all assets regardless of whether you consider them separate or marital property.
List All Liabilities
Enter each debt with the creditor name, total balance, monthly payment, and whether it is joint or individual. Pull current statements for all accounts to ensure balances are accurate. Include contingent liabilities such as personal guarantees or co-signed loans.
Sign Under Oath
Review the entire printable financial affidavit for accuracy and completeness. Sign the document under oath before a notary public or as directed by your court's rules. Filing a false financial affidavit sample constitutes perjury and can result in contempt of court, sanctions, and criminal charges. File the original with the court and serve a copy on the opposing party.
Free Template vs Custom Financial Affidavit
| Feature | Free Template | Custom (AI or Attorney) |
|---|---|---|
| Basic income and expense sections | ||
| Asset and liability schedules | ||
| State-specific court form complianceFL-150, Form 12.902, etc. | - | |
| Child support guideline calculations | - | |
| Attorney review and customization | - | |
| Printable financial affidavit (PDF/Word) |
Key Facts About Financial Affidavit Documents
Lying on a financial affidavit constitutes perjury with criminal penalties including jail time.
Florida provides short form (under $50,000 income) and long form (over $50,000) financial affidavits.
Judges use financial affidavits to determine child support alimony and asset division.
California Form FL-150 is required in all family law cases involving financial issues.
Courts may impute income if financial affidavit underreports earnings.
Key Legal Terms in a Financial Affidavit
When a Free Template Is Not Enough
Free templates cover standard situations, but a professionally drafted financial affidavit accounts for state-specific requirements, unusual circumstances, and enforceability considerations that generic forms miss. If your situation involves significant assets, complex terms, or potential disputes, request an attorney-drafted financial affidavit with a custom quote based on your situation.
Financial Affidavit Template FAQ
What is a financial affidavit?
Who needs to file a financial affidavit?
What happens if you lie on a financial affidavit?
What is the difference between a short form and long form financial affidavit?
Is a financial affidavit required in a divorce?
What information goes on a financial affidavit?
How do you fill out a financial affidavit?
What is the penalty for filing a false financial affidavit?
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