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Financial Affidavit Template – Free Download 2026

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Electronic Signature with Notarization

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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 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.

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.

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.

Notarization Required

How to Fill Out a Financial Affidavit

1

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).

2

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.

3

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.

4

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.

5

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.

6

Sign Under Oath

Review the entire 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 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.

Financial Affidavit Requirements by State

Financial Affidavit laws and requirements differ across states. Key variations include specific language requirements, notarization mandates, witness requirements, filing deadlines, and enforceability standards. Our templates incorporate state-specific provisions when you select your jurisdiction.

For the most comprehensive state-specific version, use our AI generator which automatically applies your state's legal requirements.

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Free Template vs Custom Financial Affidavit

FeatureFree TemplateCustom (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-
Digital download (PDF/Word)

Financial Affidavit Template FAQ

What is a financial affidavit?
A financial affidavit is a sworn legal document that provides a comprehensive disclosure of a person's financial situation, including all income, monthly expenses, assets, and liabilities. It is most commonly required in family law cases such as divorce, child support, and alimony proceedings. The court relies on both parties' financial affidavits to make informed decisions about property division, support obligations, and attorney fee awards.
Who needs to file a financial affidavit?
Both parties in a divorce, child support, or alimony case are typically required to file a financial affidavit as part of mandatory disclosure. In Florida, both spouses must file financial affidavits within 45 days of service of the petition. In California, both parties must complete California Form FL-150 in any family law case involving financial issues. Failure to file can result in contempt of court, default judgments, or sanctions.
What happens if you lie on a financial affidavit?
Lying on a financial affidavit constitutes perjury because the document is signed under oath. Criminal penalties for perjury can include fines and imprisonment. In the family law context, the court may impose contempt of court sanctions, award a larger share of assets to the other party, impute additional income to the dishonest party, award attorney fees to the opposing side, and modify support orders retroactively. Courts take financial dishonesty extremely seriously.
What is the difference between a short form and long form financial affidavit?
In Florida, the short form financial affidavit (Florida Form 12.902(b)) is for parties with gross annual income under $50,000, while the long form (Florida Form 12.902(c)) is for parties with gross annual income of $50,000 or more. The long form requires more detailed breakdowns of income, expenses, assets, and liabilities. Other states have similar distinctions based on income thresholds or the complexity of the financial situation.
Is a financial affidavit required in a divorce?
Yes, in virtually every state, both parties are required to file a financial affidavit or equivalent financial disclosure form in a divorce case. This is part of the mandatory disclosure process that ensures both sides have complete financial information before negotiating or litigating property division, alimony, and child support. Even in uncontested divorces where both parties agree on all terms, most courts still require financial affidavits to verify that the agreement is fair.
What information goes on a financial affidavit?
A financial affidavit requires disclosure of all gross income from every source, all monthly living expenses broken down by category, all assets (real property, vehicles, bank accounts, retirement accounts, investments, and personal property of value), and all liabilities (mortgages, loans, credit cards, and other debts). Some forms also require disclosure of tax return information, children's expenses, and a comparison of current income to income at the time of marriage or the last court order.
How do you fill out a financial affidavit?
To fill out a financial affidavit accurately, gather your last three months of pay stubs, most recent tax return, bank statements, investment account statements, loan statements, and credit card statements. Calculate your gross monthly income from all sources. Itemize your monthly expenses using actual amounts from your statements rather than estimates. List every asset with its current value and every debt with its current balance. Sign the completed form under oath before a notary public.
What is the penalty for filing a false financial affidavit?
Filing a false financial affidavit can result in both criminal and civil penalties. Criminal penalties for perjury under 18 USC Section 1621 include fines and up to five years in prison. Civil penalties include contempt of court (which can include jail time), monetary sanctions, attorney fee awards to the opposing party, adverse inferences in property division, and modification of support orders. Courts may also reopen finalized settlements if fraud is discovered after the case is closed.

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Attorney-Verified Document: All Legal Tank templates are drafted and reviewed by licensed attorneys to ensure legal accuracy and compliance with current state and federal laws. While our templates meet professional legal standards, individual circumstances vary. We recommend consulting with a licensed attorney in your jurisdiction for complex or high-stakes legal matters. Legal Tank is not a law firm and use of our platform does not create an attorney-client relationship.

Reviewed by licensed attorneys · Editorial policy · Last updated March 2026

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