Homepage Blank Family Law Financial Affidavit 12 902 B PDF Template
Navigation

Navigating the complexities of family law cases can be a daunting endeavor, especially when it involves financial matters which necessitate transparency and accuracy from both parties involved. One crucial tool in such legal proceedings in Florida is the Family Law Financial Affidavit (Short Form) 12.902(b), specifically designed for individuals with an annual gross income of under $50,000. This affidavit serves as a comprehensive declaration of one's financial status, elucidating income, expenses, assets, and liabilities. It is mandated in situations excluding those where a simplified dissolution of marriage is pursued, no minor children or support issues exist, or when a settlement agreement has been filed addressing all financial concerns. Completing this document requires meticulous attention to detail, converting varied payment schedules to monthly figures to meet the affidavit's requirements. Furthermore, the affidavit must be filed with the circuit court where the family law case is being heard, making it a critical step in the process. The inclusion of personal financial information necessitates a careful consideration of one's privacy, with special provisions for victims of violence to request confidentiality. This affidavit not only informs the court but also provides the opposing party with a clear picture of the financial landscape, making it a foundational element of family law proceedings in Florida.

Preview - Family Law Financial Affidavit 12 902 B Form

INSTRUCTIONS FOR FLORIDA FAMILY LAW RULES OF PROCEDURE FORM 12.902(b), FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM) (01/15)

When should this form be used?

This form should be used when you are involved in a family law case which requires a financial affidavit and your individual gross income is UNDER $50,000 per year unless:

(1)You are filing a simplified dissolution of marriage under rule 12.105 and both parties have waived the filing of a financial affidavit;

(2)You have no minor children, no support issues, and have filed a written settlement agreement disposing of all financial issues; or

(3)The court lacks jurisdiction to determine any financial issues.

This form should be typed or printed in black ink. After completing this form, you should sign the form before a notary public or deputy clerk. You should file the original with the clerk of the circuit court in the county where the petition was filed and keep a copy for your records.

What should I do next?

A copy of this form must be served on the other party in your case within 45 days of being served with the petition, if it is not served on him or her with your initial papers. Service must be in accordance with Florida Rule of Judicial Administration 2.516.

Where can I look for more information?

Before pro eedi g, you should read Ge eral I for atio for “elf-Represented Litiga ts fou d at the beginning of these forms. The words that are in bold underline in these instructions are defined there. For further information, see Florida Family Law Rule of Procedure 12.285.

Special notes...

If you want to keep your address confidential because you are the victim of sexual battery, aggravated child abuse, aggravated stalking, harassment, aggravated battery, or domestic violence, do not enter the address, telephone, and fax information at the bottom of this form. Instead, file Request for Confidential Filing of Address, Florida Supreme Court Approved Family Law Form 12.980(h).

The affidavit must be completed using monthly income and expense amounts. If you are paid or your bills are due on a schedule which is not monthly, you must convert those amounts. Hints are provided below for making these conversions.

Instructions to Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

Hourly - If you are paid by the hour, you may convert your income to monthly as follows:

Hourly amount

x

Hours worked per week =

Weekly amount

Weekly amount

x

52 Weeks per year

=

Yearly amount

Yearly amount

÷

12 Months per year

=

Monthly Amount

Daily - If you are paid by the day, you may convert your income to monthly as follows:

Daily amount

x

Days worked per week

=

Weekly amount

Weekly amount

x

52 Weeks per year

=

Yearly amount

Yearly amount

÷

12 Months per year

=

Monthly Amount

Weekly - If you are paid by the week, you may convert your income to monthly as follows:

Weekly amount

x

52 Weeks per year

=

Yearly amount

Yearly amount

÷

12 Months per year

=

Monthly Amount

Bi-weekly - If you are paid every two weeks, you may convert your income to monthly as follows:

Bi-weekly amount

x

26

=

Yearly amount

Yearly amount

÷

12 Months per year

=

Monthly Amount

Semi-monthly - If you are paid twice per month, you may convert your income to monthly as follows:

Semi-monthly amount x

2

=

Monthly Amount

Expenses may be converted in the same manner.

Remember, a person who is NOT an attorney is called a nonlawyer. If a nonlawyer helps you fill out these forms, that person must give you a copy of a Disclosure from Nonlawyer, Florida Family Law Rules of Procedure Form 12.900(a), before he or she helps you. A nonlawyer helping you fill out these forms also must put his or her name, address, and telephone number on the bottom of the last page of every form he or she helps you complete.

Instructions to Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

IN THE CIRCUIT COURT OF THE

 

 

JUDICIAL CIRCUIT,

IN AND FOR

 

 

COUNTY, FLORIDA

 

 

 

 

Case No.: ______________________

 

 

 

 

Division: _______________________

 

,

 

 

 

Petitioner,

 

 

 

and

 

 

 

 

,

 

 

 

Respondent.

 

 

 

FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM)

(Under $50,000 Individual Gross Annual Income)

I, {full legal name}

 

 

 

 

, being sworn, certify that the following

information is true:

 

 

 

 

My Occupation:

 

 

 

Employed by: ___________________________

Business Address: ________________________________________________________________

Pay rate: $

 

( ) every week (

) every other week ( ) twice a month ( ) monthly

( ) other: ____________

 

 

 

___ Check here if unemployed and explain on a separate sheet your efforts to find employment.

SECTION I. PRESENT MONTHLY GROSS INCOME:

All amounts must be MONTHLY. See the instructions with this form to figure out money amounts for a thi g that is NOT paid o thl . Atta h ore paper, if eeded. Ite s i luded u der other should

be listed separately with separate dollar amounts.

1.$______ Monthly gross salary or wages

2.______ Monthly bonuses, commissions, allowances, overtime, tips, and similar payments

3._______Monthly business income from sources such as self-employment, partnerships, close corporations, and/or independent contracts (gross receipts minus ordinary and necessary expenses required to produce income) (Attach sheet itemizing such income and expenses.)

4._______Monthly disability benefits/SSI

5._______Mo thl Workers’ Co pe satio

6._______Monthly Unemployment Compensation

7._______Monthly pension, retirement, or annuity payments

8._______Monthly Social Security benefits

9.______ Monthly alimony actually received (Add 9a and 9b)

9a. From this case: $ _______

9b. From other case(s): _______

10._______ Monthly interest and dividends

11._______Monthly rental income (gross receipts minus ordinary and necessary expenses

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

required to produce income) (Attach sheet itemizing such income and expense items.)

12._______ Monthly income from royalties, trusts, or estates

13._______ Monthly reimbursed expenses and in-kind payments to the extent that they reduce personal living expenses

14._______ Monthly gains derived from dealing in property (not including nonrecurring gains)

15._______ Any other income of a recurring nature (list source) _________________________

16.__________________________________________________________________________

17.$ _______ TOTAL PRESENT MONTHLY GROSS INCOME (Add lines 116)

PRESENT MONTHLY DEDUCTIONS:

18.$______Monthly federal, state, and local income tax (corrected for filing status and allowable dependents and income tax liabilities)

a.Filing Status ____________

b.Number of dependents claimed _______

19._______ Monthly FICA or self-employment taxes

20._______ Monthly Medicare payments

21._______ Monthly mandatory union dues

22._______ Monthly mandatory retirement payments

23._______ Monthly health insurance payments (including dental insurance), excluding portion paid for any minor children of this relationship

24._______ Monthly court-ordered child support actually paid for children from another relationship

25._______Monthly court-ordered alimony actually paid (Add 25a and 25b)

25a. from this case: $ _______

25b. from other case(s):$ _______

26.$_______ TOTAL DEDUCTIONS ALLOWABLE UNDER SECTION 61.30, FLORIDA STATUTES (Add lines 18 through 25).

27.$_______ PRESENT NET MONTHLY INCOME (Subtract line 26 from line 17)

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form)(01/15)

SECTION II. AVERAGE MONTHLY EXPENSES

Proposed/Estimated Expenses. If this is a dissolution of marriage case and your expenses as listed elow do ot refle t what ou a tuall pa urre tl , ou should write esti ate e t to ea h a ou t

that is estimated.

A. HOUSEHOLD:

 

Mortgage or rent

$ _______

Property taxes

$_______

Utilities

$_______

Telephone

$ _______

Food

$ _______

Meals outside home

$_______

Maintenance/Repairs

$ _______

Other: __________

$_______

B. AUTOMOBILE

 

Gasoline

$ _______

Repairs

$_______

Insurance

$_______

C.CHILD REN ’“ EXPEN“E“

Day care

$ _______

Lunch money

$_______

Clothing

$ _______

Grooming

$_______

Gifts for holidays

$ _______

Medical/Dental (uninsured)

$ _______

Other: ______________

$ _______

D.INSURANCE Medical/Dental (if not listed on

lines 23 or 45)

$ _______

Child re ’s edi al/de tal

$ _______

Life

$ _______

Other:

 

 

$ _______

E. OTHER EXPENSES NOT LISTED ABOVE

Clothing

$ _______

Medical/Dental (uninsured)

$_______

Grooming

$ _______

Entertainment

$_______

Gifts

$_______

Religious organizations

$_______

Miscellaneous

$_______

Other: ______________

$ _______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

F. PAYMENTS TO CREDITORS

 

CREDITOR:

MONTHLY

 

PAYMENT

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

28. $_______ TOTAL MONTHLY EXPENSES (add ALL monthly amounts in A through F above)

SUMMARY

29.$_______ TOTAL PRESENT MONTHLY NET INCOME (from line 27 of SECTION I. INCOME)

30.$_______ TOTAL MONTHLY EXPENSES (from line 28 above)

31.$_______ SURPLUS (If line 29 is more than line 30, subtract line 30 from line 29. This is the amount of your surplus. Enter that amount here.)

32.($_______) (DEFICIT) (If line 30 is more than line 29, subtract line 29 from line 30. This is the amount of your deficit. Enter that amount here.)

SECTION III. ASSETS AND LIABILITIES

Use the nonmarital column only if this is a petition for dissolution of marriage and you believe an item is o arital, ea i g it elo gs to o ly o e of you a d should ot e divided. You should indicate

to whom you believe the item(s) or debt belongs. (Typically, you will only use this column if

property/debt was owned/owed by one spouse before the marriage. See the Ge eral I for atio for

Self-Represe ted Litiga ts

found at the beginning of these forms and section 61.075(1), Florida

“tatutes, for defi itio s of

arital a d o arital assets a d lia ilities.

A. ASSETS:

 

 

 

 

 

 

 

 

 

 

 

 

DESCRIPTION OF ITEM(S). List a description of each separate item

Current

Nonmarital

 

owned by you (and/or your spouse, if this is a petition for dissolution

 

(check correct

 

Fair

 

of marriage). LIST ONLY LAST 4 DIGITS OF ACCOUNT NUMBERS. Check

 

column)

 

Market

 

 

the line next to any asset(s) which you are requesting the judge

 

 

 

 

Value

 

 

 

 

award to you.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

husband

wife

 

 

 

 

 

 

Cash (on hand)

$

 

 

 

 

 

Cash (in banks or credit unions)

 

 

 

 

 

 

Stocks, Bonds, Notes

 

 

 

 

 

 

Real estate: (Home)

 

 

 

 

 

 

(Other)

 

 

 

 

 

 

Automobiles

 

 

 

 

 

 

Other personal property

 

 

 

 

 

 

Retirement plans (Profit Sharing, Pension, IRA, 401(k)s, etc.)

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

____Check here if additional pages are attached.

 

 

 

 

 

 

 

 

 

 

 

Total Assets (add next column)

$

 

 

 

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

B. LIABILITIES:

 

DESCRIPTION OF ITEM(S). List a description of each separate debt

 

Current

 

Nonmarital

 

 

 

(check correct

 

owed by you (and/or your spouse, if this is a petition for dissolution

 

 

Amount

 

column)

 

of marriage). LIST ONLY LAST 4 DIGITS OF ACCOUNT NUMBERS. Check

 

 

 

Owed

 

 

the line next to any debt(s) for which you believe you should be

 

 

 

 

 

 

 

 

 

 

 

 

responsible.

 

 

 

husband

wife

 

 

 

 

 

 

 

 

 

 

 

 

Mortgages on real estate: First mortgage on home

$

 

 

 

 

 

Second mortgage on home

 

 

 

 

 

 

 

Other mortgages

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Auto loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Charge/credit card accounts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

____Check here if additional pages are attached.

 

 

 

 

 

 

Total Debts (add next column)

 

$

 

 

 

 

 

 

 

 

C. CONTINGENT ASSETS AND LIABILITIES:

INSTRUCTIONS: If you have any POSSIBLE assets (income potential, accrued vacation or sick leave, bonus, inheritance, etc.) or POSSIBLE liabilities (possible lawsuits, future unpaid taxes, contingent tax liabilities, debts assumed by another), you must list them here.

 

 

Contingent Assets

 

Possible

 

Nonmarital

 

 

 

 

 

 

 

 

 

(check correct

 

Check the line next to any contingent asset(s) which you are requesting the

 

Value

 

column)

 

 

 

 

 

 

 

judge award to you.

 

 

 

husband

 

wife

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

Total Contingent Assets

$

 

 

 

 

Contingent Liabilities

 

Nonmarital

 

Possible

(check correct

Check the line next to any contingent debt(s) for which you believe you

Amount

column)

should be responsible.

Owed

 

 

 

husband

wife

 

 

 

$

 

 

Total Contingent Liabilities

$

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

SECTION IV. CHILD SUPPORT GUIDELINES WORKSHEET

(Florida Family Law Rules of Procedure Form 12.902(e), Child Support Guidelines Worksheet, MUST be filed with the court at or prior to a hearing to establish or modify child support. This requirement cannot be waived by the parties.)

[Check one only]

____ A Child Support Guidelines Worksheet IS or WILL BE filed in this case. This case involves the

establishment or modification of child support.

____ A Child Support Guidelines Worksheet IS NOT being filed in this case. The establishment or

modification of child support is not an issue in this case.

I certify that a copy of this document was [check all used]: ( ) e-mailed ( ) mailed ( ) faxed

() hand delivered to the person(s) listed below on {date} ________________________________.

Other party or his/her attorney:

Name: _____________________________

Address: ____________________________

City, State, Zip: _______________________

Fax Number: _________________________

E-mail Address(es): _____________________

I understand that I am swearing or affirming under oath to the truthfulness of the claims made in this affidavit and that the punishment for knowingly making a false statement includes fines and/or imprisonment.

Dated:

Signature of Party

Printed Name: ________________________________

Address: ___________________________________

City, State, Zip: ______________________________

Fax Number: ________________________________

E-mail Address(es): ____________________________

STATE OF FLORIDA

COUNTY OF

Sworn to or affirmed and signed before me on

 

 

by

 

.

 

 

________________________________

 

 

 

 

 

NOTARY PUBLIC or DEPUTY CLERK

 

 

 

________________________________

 

 

 

 

 

[Print, type, or stamp commissioned

 

 

 

 

 

name of notary or deputy clerk.]

 

____ Personally known

 

 

 

 

 

____ Produced identification

 

 

 

 

 

Type of identification produced

 

 

 

 

 

 

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

IF A NONLAWYER HELPED YOU FILL OUT THIS FORM, HE/SHE MUST FILL IN THE BLANKS BELOW:

[fill in all blanks] This form was prepared for the: {choose only ONE} ( ) Petitioner (

) Respondent

This form was completed with the assistance of:

 

 

{name of individual}

 

 

,

{name of business} ___________________________________________________________________,

 

{address}

________________________________,

{city}

 

________,{state} ________ {telephone number}

.

 

 

 

 

 

 

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

Form Data

Fact Number Description
1 This form is utilized in family law cases in Florida when a party's gross income is under $50,000 per year.
2 It is not required if a simplified dissolution of marriage is filed under rule 12.105, and both parties have waived the filing of a financial affidavit.
3 It's unnecessary to file this form when there are no minor children, no support issues, and a written settlement agreement disposing of all financial issues has been filed.
4 It is also exempted if the court lacks jurisdiction to determine any financial issues.
5 The form must be signed before a notary public or deputy clerk after completion.
6 A copy of this form must be served on the other party within 45 days of being served with the petition if not served with the initial papers, in accordance with Florida Rule of Judicial Administration 2.516.
7 Instructions for converting payment schedules to a monthly basis for income and expenses are provided within the form.
8 Victims of certain crimes, wishing to keep their address confidential, should not enter their address on the form and instead file a Request for Confidential Filing of Address.
9 The affidavit requires detailed information on monthly income from various sources, including salary, business income, benefits, and any other incomes.
10 Governing laws for this form include Florida Family Law Rules of Procedure, specifically Form 12.902(b) and the statute section 61.30, Florida Statutes, for allowable deductions.

Instructions on Utilizing Family Law Financial Affidavit 12 902 B

Filling out the Family Law Financial Affidavit (Short Form) 12.902(b) is a critical step in family law cases for individuals earning under $50,000 annually. This form helps in presenting financial details required by the court, including income, expenses, assets, and liabilities. It's important to complete this affidavit accurately and thoroughly, ensuring all financial information is up to date. Given the legal significance of this document, careful attention to detail is necessary.

Here are the steps to carefully complete the form:

  1. Begin by typing or writing in black ink your full legal name where indicated.
  2. Specify your occupation, employer or business name, business address, and pay rate. Check the appropriate box to indicate how often you are paid and specify if differently.
  3. If unemployed, check the designated box and attach a separate sheet explaining your employment-seeking efforts.
  4. Under Section I, calculate your Present Monthly Gross Income. Convert any income that isn't paid monthly using the provided conversion hints. Attach additional sheets if necessary for business income or other income details that require itemization.
  5. Fill in the monthly amounts for:
    • Salary or wages
    • Bonuses, commissions, and similar payments
    • Business income from self-employment or partnerships
    • Disability benefits/SSI
    • Workers’ Compensation and Unemployment Compensation
    • Pension, retirement, or annuity payments
    • Social Security benefits
    • Alimony received
    • Interest, dividends, rental income, income from royalties, trusts, or estates
    • Any other income of a recurring nature (specify the source)
  6. Total your Present Monthly Gross Income.
  7. In the deductions section, list monthly amounts for taxes, FICA or self-employment taxes, Medicare, union dues, retirement payments, health insurance (excluding for minor children of the relationship), court-ordered child support, and alimony payments.
  8. Calculate your Present Net Monthly Income by subtracting total deductions from your total gross income.
  9. Under Section II for Average Monthly Expenses, list your anticipated monthly expenses including household, automobile, children's expenses, insurance, and any other relevant expenses not listed.
  10. Include payments to creditors and specify each creditor with the corresponding monthly payment.
  11. Review your entries for accuracy, then sign and date the affidavit in the presence of a notary public or deputy clerk.
  12. File the original affidavit with the clerk of the circuit court where your case is initiated and retain a copy for your records.
  13. Remember to serve a copy on the other party in your case within 45 days of being served with the petition, unless it was served with the initial papers.

It is advisable to read the form's instructions carefully and adhere to the specified timeframes for serving documents. Converting income and expenses accurately requires attention to detail, ensuring your financial snapshot is accurately represented to the court. This structured approach will help in systematically completing the form and complying with the court's requirements.

Obtain Answers on Family Law Financial Affidavit 12 902 B

  1. What is the purpose of the Family Law Financial Affidavit (Short Form) 12.902(b)?

    This form is essential in family law cases requiring a financial affidavit where an individual's gross income is under $50,000 per year. It's used to present a comprehensive view of one's financial status, including income, expenses, and deductions, which is crucial in proceedings related to alimony, child support, and the division of assets.

  2. When should I not use the Family Law Financial Affidavit (Short Form) 12.902(b)?

    You should not use this form if you are filing for a simplified dissolution of marriage and both parties have waived the need for financial affidavits, if there are no minor children or support issues and a settlement agreement has been filed, or if the court cannot decide on financial matters.

  3. How should I complete the Family Law Financial Affidavit (Short Form) 12.902(b)?

    Complete the form by typing or writing in black ink. Ensure all financial information reflects monthly amounts. If your income or expenses are not monthly, you'll need to convert these figures to monthly equivalents using the provided conversion hints.

  4. What must I do after completing the form?

    After filling out the affidavit, sign it before a notary public or deputy clerk, file the original with the circuit court clerk where the case was initiated, and serve a copy to the other party in your case according to Florida Rule of Judicial Administration 2.516.

  5. What if I need to keep my address confidential?

    If you're a victim of specific violent crimes and wish to keep your address confidential, do not enter your address information on this form. Instead, file a Request for Confidential Filing of Address with the appropriate documentation.

  6. How do I convert my income to a monthly amount?

    Conversion varies by how you're paid (hourly, weekly, bi-weekly, etc.). Multiply your pay by the number of periods you work to get an annual amount, then divide by 12 to find your monthly income. Equivalent conversions should be applied for expenses paid on a non-monthly basis.

  7. Is it mandatory to file this affidavit?

    Yes, it is mandatory in family law cases requiring financial disclosure where the individual's gross income is under $50,000, except in specific exempted situations. This documentation helps ensure fair determination of financial matters.

  8. What happens if my financial situation changes after filing the affidavit?

    If your financial situation changes significantly, you may need to update the court and possibly file a revised affidavit to reflect your new circumstances, ensuring all relevant decisions remain based on accurate and current information.

  9. Can a nonlawyer help me fill out the Family Law Financial Affidavit (Short Form) 12.902(b)?

    Yes, a nonlawyer can assist you, but they must provide you with a Disclosure from Nonlawyer form before assisting, and they must include their name, address, and telephone number on the affidavit. Ensure they understand they cannot give legal advice.

  10. Where can I find more information or assistance with completing the form?

    For more guidance, refer to the General Information for Self-Represented Litigants found at the beginning of the form instructions or consult the Florida Family Law Rules of Procedure, specifically Rule 12.285, for further information on financial affidavits.

Common mistakes

When completing the Family Law Financial Affidavit 12.902(b), individuals commonly make several mistakes that can significantly impact the outcome of their family law case. Recognizing and avoiding these errors is crucial for presenting an accurate financial situation.

  1. Failing to Accurately Convert Income: Individuals often struggle with converting their income to a monthly amount if they are paid by other periods (hourly, daily, bi-weekly, etc.). This can lead to inaccuracies in reported income, affecting the entire financial declaration.

  2. Omitting Additional Income Sources: Not including all sources of income, such as bonuses, commissions, and rental income, can lead to an incomplete financial picture. Every recurring income, no matter how small, should be reported.

  3. Incorrect Deductions: Incorrectly calculating allowable deductions, such as taxes, Medicare, and child support paid for children from another relationship, can inflate or deflate the net income, leading to potential disputes.

  4. Underestimating Monthly Expenses: Underreporting monthly expenses, from utilities to childcare, can affect the calculation of need for alimony or support. Accurate estimations are crucial for a fair assessment.

  5. Overlooking Debts and Obligations: Neglecting to list all debts and financial obligations, including credit card payments and loans, can give a skewed representation of one’s financial obligations and ability to pay.

  6. Not Providing Supporting Documentation: When required, failing to attach supporting documentation for business income, expenses, or deductions can challenge the credibility of the affidavit. Proper documentation ensures transparency and trust in the presented figures.

Each of these mistakes can lead to challenges in family law proceedings, potentially affecting the determination of alimony, child support, and the division of assets. It, therefore, becomes imperative that individuals take great care when filling out the Family Law Financial Affidavit 12.902(b) to ensure the accuracy and completeness of the information provided.

Documents used along the form

Alongside the Family Law Financial Affidavit (Short Form) 12.902(b), individuals involved in family law proceedings often need to prepare and file additional forms and documents to provide a full picture of their financial situation. These additional documents are critical for ensuring equitable resolutions in matters such as divorce, child support, and alimony.

  • Marital Settlement Agreement for Dissolution of Marriage with No Dependent or Minor Child(ren): This document outlines how the divorcing couple plans to divide their marital assets and debts. It is especially relevant when both parties can reach an agreement outside of court.
  • Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA) Affidavit: A mandatory form in cases involving child custody, where the legal guardian declares the child(ren)'s residence history for the past five years. It helps the court ascertain jurisdiction over the custody proceedings.
  • Child Support Guidelines Worksheet: Used to calculate the amount of child support pursuant to the guidelines set by the state. This calculation is based on the parents' income, the child's healthcare and childcare costs, and the standard needs for the child.
  • Request for Confidential Filing of Address: For individuals aiming to keep their address confidential due to being victims of abuse, this form allows them to omit their contact information from documents filed with the court.
  • Notice of Social Security Number: A required form in all family law cases involving child support where the parties must provide their social security numbers, which helps in the enforcement of child support orders.

Each form plays a vital role in ensuring that all financial aspects are considered during family law proceedings. It is crucial for individuals to accurately complete and timely file these documents to support their claims or defenses. Proper legal guidance is advised to navigate the complexities of family law processes effectively.

Similar forms

The Family Law Financial Affidavit (Short Form) under Florida Family Law Rules of Procedure Form 12.902(b) is a critical document in family law proceedings for individuals with an annual gross income under $50,000. It details one's financial situation, including income, deductions, and monthly expenses. This form has similarities with other documents, each serving a unique role in legal and financial contexts. Below, explore nine documents that share common features with the Family Law Financial Affidavit (Short Form).

  • Tax returns: Similar to the financial affidavit, tax returns require individuals to disclose their annual income, including wages, business income, and other sources of revenue. Both documents play a significant role in providing a financial snapshot, crucial for determining obligations or entitlements in legal proceedings.
  • Child support worksheets: These forms, like the financial affidavit, are used in family law to calculate child support payments. They take into account the income of both parents, the needs of the child, and other relevant financial information.
  • Loan applications: When applying for a loan, individuals must disclose their income, expenses, and liabilities, akin to the details provided in a financial affidavit. This information helps lenders assess an applicant’s ability to repay the borrowed amount.
  • Bankruptcy schedules: In bankruptcy filings, debtors must list assets, liabilities, income, and expenses, reflecting the comprehensive financial disclosure required in the Family Law Financial Affidavit. The purpose is to determine the debtor’s financial standing and ability to pay creditors.
  • Personal financial statements: Often used in business or personal finance, these statements encompass assets, liabilities, income, and expenditures—mirroring the kind of detailed financial overview presented in a financial affidavit.
  • Credit card applications: These require information on income and sometimes expenditures, similar to certain sections of the financial affidavit, to evaluate creditworthiness and establish credit limits.
  • Income verification forms: Used by employers, landlords, or lending institutions, these forms verify the income of an individual, much like the income section of the financial affidavit. They are essential for proving earnings for various purposes.
  • Spousal support/alimony affidavits: Similar to parts of the financial affidavit, these documents specifically gather financial information to calculate spousal support or alimony, taking into consideration the needs of one party and the other's ability to pay.
  • Financial aid applications: For those seeking financial assistance for education, these applications require detailed information about income, expenses, and financial resources, similar to the affidavit, to determine eligibility and need for aid.

Each of these documents, while serving diverse purposes, shares the common theme of requiring detailed financial disclosure to inform decisions in legal, financial, and educational contexts. Understanding the similarities and differences between these forms can enhance one’s ability to navigate various processes requiring financial transparency.

Dos and Don'ts

When completing the Family Law Financial Affidavit (Short Form) 12.902(b), certain practices should be followed to ensure accuracy and compliance. Below are lists of things you should and shouldn't do during this process.

What You Should Do:

  • Ensure all information is entered in black ink if completing the form manually.
  • Convert all income and expense figures to monthly amounts, regardless of how they are initially received or billed.
  • Attach additional sheets if necessary to fully itemize business income and expenses or any other income sources requiring further explanation.
  • Sign the form in front of a notary public or deputy clerk as a declaration that the information provided is true and accurate.
  • File the original affidavit with the clerk of the circuit court in the appropriate county and retain a copy for your own records.
  • Serve a copy of the affidavit on the other party within 45 days of being served with the petition, unless it is included with the initial court filings.
  • Include all sources of income, ensuring nothing is omitted intentionally.
  • Accurately calculate deductions according to allowable criteria under Section 61.30, Florida Statutes.
  • Review and understand the definition of terms, as outlined at the beginning of the form instructions, to accurately complete the form.
  • Request confidentiality for your address if you are a victim of certain types of violence or harassment, using the appropriate supplemental form.

What You Shouldn't Do:

  • Do not leave any required fields blank; if a section does not apply, write "N/A" or "0" as appropriate.
  • Do not underestimate or overestimate income and expenses to mislead the court.
  • Do not forget to include supplemental sheets for detailed explanations when required.
  • Do not disregard the need to file a Request for Confidential Filing of Address if you are a victim needing protection.
  • Do not serve the affidavit on the other party later than 45 days after receiving the petition, as it could result in penalties.
  • Do not ignore the conversion of income and expenses to monthly amounts, even if they are received or billed on a different schedule.
  • Do not submit the affidavit without reviewing it for errors and ensuring that all math is correct.
  • Do not file the form without keeping a copy for your records, which may be needed for future reference.
  • Do not fill out the form in ink colors other than black if completing it manually, as this may lead to filing issues.
  • Do not provide false information, as doing so can have legal consequences.

Misconceptions

Many people entering the family law process are confronted with the task of completing a Family Law Financial Affidavit Short Form (12.902(b)) and often hold misconceptions about its purpose, requirements, and impacts. Here are nine common misconceptions clarified:

  • It's only about income. While income is a significant part of the affidavit, expenses, deductions, and financial obligations are equally important. The document provides a complete picture of your financial status, not just how much money you make.
  • It doesn't need to be accurate. Every figure you enter on this form should be as accurate as possible. Estimations should be used judiciously and only when precise figures aren't available. Inaccuracies can lead to challenges in proceedings.
  • You can leave sections blank. If a section does not apply to you, it's better to note it as "N/A" or "0" rather than leave it blank. This shows that you didn't overlook the section but that it genuinely doesn't apply to your situation.
  • Signing it is just a formality. When you sign the affidavit, you are swearing under oath that the information provided is true and accurate to the best of your knowledge. It's a legally binding document, and false statements can lead to penalties.
  • Only monthly figures are allowed. While the form focuses on monthly income and expenses, it provides instructions on converting other payment frequencies (like weekly or bi-weekly) into monthly amounts. This ensures accuracy across different income types.
  • It’s the same regardless of income. This specific form (12.902(b)) is designed for individuals with a gross annual income of under $50,000. Higher earners must use the long form version (12.902(c)), which requires more detailed financial information.
  • I can fill it out once and forget it. Financial situations can change. You may need to update your affidavit if there are significant changes to your financial status, employment, or personal circumstances during the court process.
  • Everyone can see my financial information. While the affidavit is part of the public record, measures like the "Request for Confidential Filing of Address" exist for protecting sensitive information under certain conditions.
  • Help from a nonlawyer is discouraged. Nonlawyers can assist in filling out the form, provided they give you a completed "Disclosure from Nonlawyer" form first. However, they must clearly identify themselves on the document they help you complete.

Understanding these aspects of the Family Law Financial Affidavit Short Form can alleviate some of the stress and confusion surrounding the legal process, ensuring that you are better equipped to present your financial situation accurately and effectively.

Key takeaways

Filling out the Family Law Financial Affidavit (Short Form) under Florida Family Law Rules of Procedure Form 12.902(b) is crucial for individuals engaged in various family law cases who earn less than $50,000 per year. Here are five key takeaways to ensure the process is completed accurately:

  • Understand When to Use: This form must be utilized in family law cases where a financial affidavit is required and your annual gross income is under $50,000. Specific exceptions apply, such as in simplified dissolution of marriage cases under certain conditions or when there are no minor children and financial issues have been resolved via settlement.
  • Completing the Form: Accuracy is paramount when filling out the affidavit. Use black ink for printed submissions and make sure all monthly income and expense amounts are current. If you receive income or pay bills on a non-monthly basis, you’ll need to convert these to monthly figures using the method provided in the instructions.
  • Timely Filing and Service: After signing the form in the presence of a notary public or deputy clerk, file the original with the clerk of the circuit court in the corresponding county and serve a copy on the other party within 45 days of being served the petition if not included in the initial service.
  • Maintain Privacy: If you are a victim of specific crimes like domestic violence or stalking and wish to keep your address confidential, do not provide address or contact information on the form. Instead, file a Request for Confidential Filing of Address using the designated Florida Supreme Court Approved Family Law Form.
  • Detailed Disclosure: The affidavit requires a comprehensive disclosure of monthly gross income—which includes salary, benefits, and any other regular income sources—as well as allowable monthly deductions and net income. Expenses must also be meticulously documented, ranging from household and vehicle expenses to debts and other personal expenses.

Ensuring that the Family Law Financial Affidavit (Short Form) is filled out accurately and filed correctly plays a critical role in family law proceedings, directly affecting the outcomes of cases regarding alimony, child support, and the division of assets. Seek professional assistance if you have any uncertainties regarding the form or need help with the calculations and conversions required.

Please rate Blank Family Law Financial Affidavit 12 902 B PDF Template Form
4.64
Incredible
14 Votes