Fill Your Florida Financial Affidavit Short 12.902(b) Template

Fill Your Florida Financial Affidavit Short 12.902(b) Template

The Florida Financial Affidavit Short 12.902(b) form is a legal document used to disclose financial information in family law cases, particularly during divorce proceedings. This form helps ensure transparency between parties regarding income, expenses, assets, and liabilities. To get started on filling out this important form, click the button below.

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The Florida Financial Affidavit Short 12.902(b) form plays a crucial role in family law proceedings, particularly in matters related to divorce, child support, and alimony. This form is designed to provide a concise overview of an individual's financial situation, allowing the court to assess income, expenses, assets, and liabilities. It is essential for parties involved in legal disputes to complete this form accurately, as it influences decisions regarding financial obligations and support arrangements. The form requires detailed information, including monthly income from all sources, regular expenses, and any debts owed. By presenting a clear snapshot of one's financial circumstances, the Florida Financial Affidavit Short 12.902(b) helps ensure that the court can make informed decisions that reflect the best interests of all parties involved, especially children. Understanding the significance of this form is vital for anyone navigating the complexities of family law in Florida.

Documents used along the form

When navigating financial matters in Florida, especially in family law cases, the Florida Financial Affidavit Short 12.902(b) form is an essential document. However, it is often accompanied by other forms and documents that provide a complete financial picture. Understanding these additional documents can help ensure that all necessary information is accurately presented.

  • Florida Financial Affidavit Long Form (12.902(a)): This is a more detailed version of the financial affidavit. It is used when a party's financial situation is complex or when more comprehensive information is required. It includes extensive details about income, expenses, assets, and liabilities.
  • Child Support Guidelines Worksheet (12.902(e)): This form is used to calculate the appropriate amount of child support based on the financial information provided. It takes into account both parents' incomes and the needs of the child, ensuring that the child's best interests are prioritized.
  • Notice of Social Security Number (12.902(d)): This document is necessary for the court to keep track of the parties involved in the case. It helps protect privacy while ensuring that the court has the correct identifying information for each party.
  • Last Will and Testament: To ensure your wishes regarding asset distribution are honored, consider preparing a legalpdf.org to specify your final desires clearly.
  • Petition for Dissolution of Marriage (12.901(b)): This is the formal request to the court to end a marriage. It outlines the reasons for the divorce and any requests for relief, including financial matters, custody, and property division.

Being aware of these forms and their purposes can help streamline the legal process. Properly completing and submitting all necessary documents ensures that your financial situation is clearly understood, which is crucial for fair outcomes in family law matters.

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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 proceeding, you should read “General Information for Self-Represented Litigants” found at the beginning of these forms. The words that are in bold underlinein 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 anything that is NOT paid monthly. Attach more paper, if needed. Items included under “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._______Monthly Workers’ Compensation

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 1–16)

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 below do not reflect what you actually pay currently, you should write “estimate” next to each amount 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)’S EXPENSES

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(ren)’s medical/dental

$ _______

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 “nonmarital,” meaning it belongs to only one of you and should not be 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 “General Information for Self-Represented Litigants” found at the beginning of these forms and section 61.075(1), Florida Statutes, for definitions of “marital” and “nonmarital” assets and liabilities.)

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

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

Fair

column)

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

Market

 

 

award to you.

Value

 

 

 

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)

Guidelines on How to Fill Out Florida Financial Affidavit Short 12.902(b)

Completing the Florida Financial Affidavit Short 12.902(b) form is a crucial step in certain legal processes. This form requires accurate and thorough financial information to ensure that the court has a clear understanding of your financial situation. Follow these steps carefully to fill out the form correctly.

  1. Begin by entering your full name and contact information at the top of the form.
  2. Provide your social security number, ensuring that it is accurate and legible.
  3. Indicate your marital status by checking the appropriate box.
  4. List your income sources, including wages, self-employment income, and any other earnings. Be specific about each source.
  5. Detail your monthly expenses. Include housing, utilities, food, transportation, and any other regular expenses you incur.
  6. Document any debts you owe, such as credit card balances, loans, and mortgages. Include the total amount owed for each debt.
  7. Provide information about your assets. This includes bank accounts, real estate, vehicles, and any other significant possessions.
  8. Review the form for accuracy. Ensure all entries are clear and correct.
  9. Sign and date the form at the designated area, affirming that the information provided is true to the best of your knowledge.

After completing the form, you may need to file it with the appropriate court or submit it to the relevant parties involved in your case. Make sure to keep a copy for your records.

Similar forms

The Florida Financial Affidavit Long form, designated as 12.902(a), serves a similar purpose to the Short form. Both documents are used in family law cases to disclose financial information. While the Short form is typically for individuals with simpler financial situations, the Long form accommodates those with more complex financial circumstances. Each form requires the individual to report income, expenses, assets, and liabilities, ensuring that the court has a comprehensive understanding of the financial situation of each party involved.

When considering estate planning, the Arizona Transfer-on-Death Deed form serves as an effective tool for property owners who wish to ensure that their real estate is transferred smoothly to beneficiaries upon their death. By utilizing this document, individuals can avoid the lengthy probate process and simplify the transition of assets according to their wishes. It is essential to familiarize oneself with the intricacies of this form, which is critical for efficient estate management in Arizona, as outlined further at https://arizonapdfforms.com/transfer-on-death-deed.

The Florida Child Support Guidelines Worksheet is another document that shares similarities with the Financial Affidavit. This worksheet is specifically used to calculate child support obligations based on the financial information provided by both parents. Like the Financial Affidavit, it requires detailed disclosure of income and expenses. The information from both documents may be cross-referenced to establish fair and appropriate child support arrangements, ensuring that the needs of the child are met while considering the financial capabilities of each parent.

The Uniform Financial Affidavit is utilized in various jurisdictions and bears resemblance to the Florida Financial Affidavit. This document is also designed to provide a comprehensive overview of an individual's financial situation. While the format and specific requirements may differ from the Florida version, the underlying purpose remains consistent: to facilitate transparency in financial matters during legal proceedings. This document is often used in divorce cases and can be essential for equitable distribution of assets.

The Statement of Income and Expenses is another document that parallels the Florida Financial Affidavit. This statement is typically required in bankruptcy proceedings but can also appear in family law cases. It captures a detailed account of an individual's income sources and regular expenses. Both documents aim to present a clear financial picture, allowing courts to make informed decisions regarding support obligations and asset division.

Lastly, the Financial Disclosure Statement, commonly used in divorce and custody cases, is similar in intent to the Florida Financial Affidavit. This statement requires parties to disclose their financial assets, liabilities, income, and expenses. The goal is to ensure that both parties are fully aware of each other's financial situations, which can impact negotiations and court decisions. While the format may vary, the essential function of promoting transparency and fairness in legal proceedings remains a common thread between these documents.

Consider Common Documents

Misconceptions

Understanding the Florida Financial Affidavit Short 12.902(b) form is crucial for anyone navigating financial disclosures in family law cases. However, several misconceptions can cloud the process. Here’s a look at some of the common misunderstandings:

  • It’s only for divorce cases. Many believe this form is exclusively for divorce proceedings. In reality, it can also be used in paternity cases, child support modifications, and other family law matters.
  • Completing the form is optional. Some individuals think they can skip this step. However, submitting a financial affidavit is often a requirement in court to ensure transparency in financial matters.
  • All financial information is public. There’s a fear that all details will be publicly accessible. While the affidavit is filed with the court, certain sensitive information may be protected or sealed in specific circumstances.
  • Only income needs to be reported. Many focus solely on their salary. The form requires a comprehensive view of finances, including assets, debts, and other income sources.
  • It’s a one-time requirement. Some think they only need to fill it out once. In fact, if financial circumstances change, an updated affidavit may be necessary to reflect those changes.
  • It’s easy to fill out. While the form may seem straightforward, many find it challenging. Careful attention is needed to ensure accuracy and completeness.
  • Providing false information is harmless. Some may underestimate the consequences of inaccuracies. Misrepresenting financial information can lead to severe legal repercussions, including penalties or loss of credibility in court.
  • Legal advice isn’t necessary. Many think they can handle it alone. However, consulting with a legal professional can provide valuable insights and help avoid pitfalls in the process.

By dispelling these misconceptions, individuals can approach the Florida Financial Affidavit Short 12.902(b) form with greater confidence and clarity, ensuring a smoother legal process.

File Features

Fact Name Details
Purpose The Florida Financial Affidavit Short form is used to disclose financial information in family law cases, such as divorce or child support proceedings.
Governing Law This form is governed by the Florida Family Law Rules of Procedure, specifically Rule 12.902(b).
Who Must File Both parties involved in a family law case must complete and file this form to provide a clear picture of their financial situation.
Format The form is designed to be concise, allowing for a quick overview of income, expenses, assets, and liabilities.
Filing Requirements The completed form must be filed with the court and served to the other party, ensuring transparency in the financial aspects of the case.
Updates Parties are required to update the form if there are significant changes in their financial circumstances during the proceedings.
Signature The form must be signed under oath, affirming that the information provided is true and accurate to the best of the filer’s knowledge.
Additional Documentation While the form itself provides a summary, additional financial documents may be requested by the court to support the information disclosed.
Accessibility The Florida Financial Affidavit Short form is available online through the Florida State Courts website, making it easy for individuals to access and complete.
Importance Accurate completion of this form is crucial, as it can significantly influence court decisions regarding financial matters in family law cases.