Law Forms

Law Forms
Homepage ➼ Fill Out a Valid Florida Financial Affidavit Short 12.902(b) Template

Fill Out a Valid Florida Financial Affidavit Short 12.902(b) Template

Customize Document Online
Contents

Form Specs

Fact Name Description
Purpose The Florida Financial Affidavit Short form (12.902(b)) is used to provide a summary of an individual's financial situation in family law cases.
Governing Law This form is governed by the Florida Family Law Rules of Procedure, specifically Rule 12.902.
Who Uses It Typically, this form is used by individuals involved in divorce, child support, or alimony proceedings.
Form Length As a shorter version, the 12.902(b) form is designed to streamline the disclosure of financial information.
Required Information The form requires details about income, expenses, assets, and liabilities, ensuring a comprehensive overview of finances.
Submission The completed form must be filed with the court and served to the other party involved in the case.
Updates It's essential to update the form if there are significant changes in financial circumstances during the proceedings.

Dos and Don'ts

When filling out the Florida Financial Affidavit Short 12.902(b) form, it's important to follow certain guidelines to ensure accuracy and compliance. Here are some dos and don'ts to keep in mind:

  • Do provide complete and accurate information.
  • Do double-check all numbers and figures before submission.
  • Do include all sources of income, including side jobs or freelance work.
  • Do keep a copy of the completed affidavit for your records.
  • Don't omit any debts or liabilities; this could lead to legal issues.
  • Don't use vague descriptions; be specific about your financial situation.

Other PDF Documents

Medication Administration Record Printable - Provides a straightforward way to document healthcare activities.

When preparing a Power of Attorney form in Ohio, it's essential to utilize reliable resources to ensure all details are accurately filled out. For instance, one might consider online options for convenience, such as the Ohio PDF Forms, which provide a straightforward way to obtain and complete the necessary documentation, helping individuals maintain control over their future decisions.

Aphis Form 7001 - In cases of multiple pets, ensure each one has its specific form completed.

Dd Form 2870 - This form allows individuals to authorize access to their medical records.

Common mistakes

  1. Inaccurate Income Reporting: Many individuals fail to report all sources of income, such as bonuses, side jobs, or rental income. This can lead to an incomplete financial picture.

  2. Omitting Assets: Some people neglect to list all their assets, including bank accounts, real estate, and investments. Every asset should be accounted for to ensure accuracy.

  3. Incorrect Expense Estimates: Underestimating monthly expenses is a common mistake. It is crucial to provide realistic figures to reflect true financial obligations.

  4. Failing to Update Information: Individuals sometimes use outdated financial information. Regularly updating the affidavit ensures that it reflects current circumstances.

  5. Neglecting to Sign the Form: A signed affidavit is essential. Omitting a signature can result in delays or rejections of the document.

  6. Not Providing Documentation: Supporting documents, such as pay stubs or bank statements, should accompany the affidavit. Without them, the form may lack credibility.

  7. Misunderstanding Definitions: Some individuals misinterpret terms used in the affidavit. Clarifying definitions can help ensure that the information provided is accurate.

  8. Ignoring Legal Requirements: Each state has specific requirements for financial affidavits. Failing to adhere to Florida's guidelines can complicate legal proceedings.

Documents used along the form

The Florida Financial Affidavit Short 12.902(b) form is an important document often used in family law cases, particularly in divorce proceedings. It provides a snapshot of an individual's financial situation, which can be critical for determining child support, alimony, or equitable distribution of assets. Alongside this form, several other documents may be necessary to support financial disclosures and legal proceedings. Below is a list of commonly used forms and documents.

  • Long Form Financial Affidavit (12.902(b)): A more detailed version of the financial affidavit that requires extensive information about income, expenses, assets, and liabilities.
  • Child Support Guidelines Worksheet: A form used to calculate the appropriate amount of child support based on the income of both parents and the needs of the child.
  • Income Verification Documents: Pay stubs, tax returns, or W-2 forms that provide proof of income and support the figures reported in the financial affidavit.
  • Property Settlement Agreement: A document outlining how marital property will be divided between the parties, often included in divorce proceedings.
  • Parenting Plan: A document that details the arrangement for parenting time, decision-making responsibilities, and other aspects of child custody.
  • Affidavit of Support: A sworn statement that may be required to demonstrate financial capability to support dependents or a spouse.
  • Quitclaim Deed: A form used to transfer property ownership without warranty, often utilized among family members. To learn more, visit https://georgiaform.com.
  • Disclosure of Financial Assets: A form that provides detailed information about bank accounts, investments, and other financial assets owned by the parties.
  • Notice of Hearing: A document that informs all parties of the date, time, and location of a court hearing related to the case.
  • Certificate of Compliance: A form that certifies that the financial affidavit and other required documents have been properly completed and filed.

Each of these documents plays a vital role in the legal process and helps ensure that all parties have a clear understanding of the financial aspects of the case. Properly completing and submitting these forms can facilitate smoother proceedings and help achieve fair outcomes.

Misconceptions

There are several misconceptions about the Florida Financial Affidavit Short 12.902(b) form that can lead to confusion. Understanding these misconceptions is crucial for anyone involved in family law matters in Florida.

  • Misconception 1: The form is only for divorce cases.

    • This form is often associated with divorce proceedings, but it can also be required in other family law cases, such as child custody or support modifications. It serves as a financial disclosure tool in various situations.

  • Misconception 2: Completing the form is optional.

    • Some individuals believe that they can choose whether or not to complete the form. However, in many family law cases, filing the financial affidavit is a mandatory requirement. Not submitting it can lead to delays or complications in the legal process.

  • Misconception 3: The form only needs to be filled out once.

    • People may think that they only need to fill out the financial affidavit at the beginning of their case. In reality, updates may be necessary if there are significant changes in financial circumstances, such as a job loss or a change in income.

  • Misconception 4: The information on the form is not confidential.

    • Some individuals may assume that the financial information provided is private and will not be shared. However, the form becomes part of the public record in court proceedings, which means that it can be accessed by others involved in the case.

Preview - Florida Financial Affidavit Short 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 proceeding, you should read “General Information for Self-Represented Litigants” found 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 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)

Key takeaways

Filling out the Florida Financial Affidavit Short 12.902(b) form is an important step in various legal processes, such as divorce or child support cases. Here are some key takeaways to keep in mind:

  • The form is designed to provide a clear picture of your financial situation.
  • Accurate information is crucial. Double-check all entries for correctness.
  • Include all sources of income, such as wages, bonuses, and rental income.
  • List all monthly expenses, including housing, utilities, and child-related costs.
  • Be honest about your assets and liabilities. This includes bank accounts, property, and debts.
  • Use the latest version of the form to ensure compliance with current regulations.
  • Sign and date the form before submitting it. An unsigned affidavit may be rejected.
  • Keep copies of the completed form for your records.
  • Consider seeking legal advice if you have questions about specific entries or requirements.

By following these takeaways, you can navigate the financial affidavit process more smoothly and ensure that your information is presented accurately.

Similar forms

  • Florida Financial Affidavit Long Form (12.902(a)): This form provides a more detailed account of an individual's financial situation, including assets, liabilities, income, and expenses. It is used in similar circumstances, particularly in divorce or child support cases, where a comprehensive overview is necessary.

  • California Civil Form: The California Civil form, specifically the Civil Case Cover Sheet (CM-010), must be completed for initiating civil cases in California. This form helps in managing cases efficiently by gathering essential case information. For more details, visit https://californiadocsonline.com/california-civil-form/.

  • Affidavit of Support (Form I-864): Used in immigration cases, this document demonstrates that a sponsor can financially support an immigrant. Like the Florida Financial Affidavit, it requires a thorough disclosure of financial information to ensure the immigrant will not become a public charge.

  • Income and Expense Declaration (FL-150): This California form serves a similar purpose in family law cases. It outlines an individual's income and expenses, helping courts determine support obligations, just as the Florida Financial Affidavit does.

  • Financial Disclosure Statement: Commonly used in various legal contexts, this document requires parties to disclose their financial status. It parallels the Florida Financial Affidavit in its goal of providing transparency regarding financial matters.

  • Child Support Guideline Worksheet: This worksheet assists in calculating child support obligations. It requires financial information similar to the Florida Financial Affidavit, ensuring that both parents' financial situations are considered.

  • Statement of Financial Affairs (Form 107): Used in bankruptcy cases, this document requires individuals to disclose their financial history and current status. It shares the objective of revealing financial conditions, akin to the Florida Financial Affidavit.

  • Net Worth Statement: Often utilized in divorce proceedings, this statement summarizes an individual's assets and liabilities. It serves a similar function to the Florida Financial Affidavit by providing a snapshot of financial health.

  • Debt Repayment Plan: This document outlines how an individual plans to repay their debts. It requires a detailed account of financial obligations, similar to the financial disclosures required in the Florida Financial Affidavit.