Fill a Valid Florida Financial Affidavit Short 12.902(b) Template Open Editor Here

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

The Florida Financial Affidavit Short 12.902(b) form is a legal document used in family law cases to provide a snapshot of an individual’s financial situation. This form is essential for ensuring that all parties involved have a clear understanding of financial resources and obligations. To get started on filling out this important form, click the button below.

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Form Overview

Fact Name Detail
Purpose The Florida Financial Affidavit Short form is used to disclose financial information in family law cases, such as divorce and child support proceedings.
Governing Law This form is governed by the Florida Family Law Rules of Procedure, specifically Rule 12.902(b).
Length The Short Financial Affidavit is designed to be concise, typically requiring less detailed information than the Long version.
Filing Requirement Parties involved in family law cases may be required to file this form with the court.
Income Disclosure The form requires individuals to report their monthly income from all sources, including employment and other earnings.
Expense Reporting Users must list their monthly expenses, which can include housing, utilities, food, and transportation costs.
Asset Declaration Individuals are required to declare their assets, including bank accounts, real estate, and personal property.
Liability Disclosure The form also asks for liabilities, such as loans, credit card debts, and other financial obligations.
Verification Signatures are required to verify that the information provided is true and accurate to the best of the individual's knowledge.
Use in Court The completed form may be used by the court to determine financial support obligations and equitable distribution of assets.

Common Questions

  1. What is the Florida Financial Affidavit Short 12.902(b) form?

    The Florida Financial Affidavit Short 12.902(b) form is a legal document used in family law cases, primarily for divorce or child support proceedings. It provides a snapshot of an individual's financial situation, including income, expenses, assets, and liabilities. This information helps the court make informed decisions regarding financial support and asset distribution.

  2. Who needs to complete this form?

    Typically, both parties involved in a divorce or child support case must complete this form. It is essential for those seeking financial relief or support, as well as for the party required to provide support. Accurate and honest disclosure is critical to ensure fair proceedings.

  3. What information is required on the form?

    The form requires detailed information about your income, including wages, bonuses, and any other sources of revenue. Additionally, you will need to list your monthly expenses, such as housing, utilities, and childcare costs. The form also asks for details about your assets, like bank accounts and property, as well as any debts you may have.

  4. How do I submit the form?

    After completing the Florida Financial Affidavit Short 12.902(b), you must file it with the court handling your case. Make sure to provide copies to the other party involved. Depending on the court's requirements, you may need to submit the form in person, by mail, or electronically.

  5. What happens if I don't complete the form?

    Failing to complete and submit the form can lead to delays in your case. The court may not be able to make decisions regarding financial support or asset division without this information. In some instances, the court might impose penalties or make unfavorable rulings based on incomplete disclosure.

  6. Can I amend the form after submission?

    Yes, if you discover errors or changes in your financial situation after submitting the form, you can amend it. Be sure to notify the court and the other party of any changes. Keeping your financial information current is crucial for the accuracy of your case.

Documents used along the form

The Florida Financial Affidavit Short 12.902(b) form is commonly used in family law cases, particularly during divorce proceedings. Several other documents may accompany this form to provide a comprehensive view of an individual's financial situation. Below is a list of these documents, each described briefly for clarity.

  • Florida Family Law Rules of Procedure Form 12.901(b): This form is the standard petition for dissolution of marriage. It initiates the divorce process and outlines the basic details of the marriage, including grounds for divorce and requests for relief.
  • Florida Family Law Rules of Procedure Form 12.901(d): This is the financial disclosure form that provides a detailed account of an individual's financial status. It includes assets, liabilities, income, and expenses, offering a full picture of financial circumstances.
  • Florida Family Law Rules of Procedure Form 12.902(e): This form is used to request a waiver of the filing fee for those who cannot afford it. It assesses an individual's financial situation to determine eligibility for fee waivers.
  • California Vehicle Purchase Agreement: This essential document formalizes the sale and purchase of a vehicle, specifying terms, details about the vehicle, and the sale price. It is crucial that both parties understand it completely to avoid any legal issues; you can find more information for the form.
  • Florida Family Law Rules of Procedure Form 12.940(a): This document is a motion for temporary relief. It requests immediate financial support or other temporary orders while the divorce is pending, addressing urgent needs before the final settlement.
  • Florida Family Law Rules of Procedure Form 12.950(a): This form is for a marital settlement agreement. It outlines the terms agreed upon by both parties regarding asset division, alimony, and child custody, facilitating a smoother resolution to the divorce process.

Utilizing these forms in conjunction with the Florida Financial Affidavit Short 12.902(b) can help ensure that all financial aspects are thoroughly documented and addressed during family law proceedings. Proper completion and submission of these documents can significantly impact the outcome of 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 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)

Common mistakes

Completing the Florida Financial Affidavit Short 12.902(b) form can be a daunting task for many individuals. One common mistake is failing to provide accurate income information. People often underestimate or overestimate their earnings, leading to discrepancies that can affect the outcome of their case. It's crucial to report your income as precisely as possible, including all sources such as wages, bonuses, and side jobs.

Another frequent error involves neglecting to include all expenses. Individuals may forget to account for necessary costs like childcare, healthcare, or transportation. These expenses are vital for a complete financial picture. Omitting them can result in an unrealistic portrayal of one’s financial situation.

Some individuals do not update their financial information regularly. The affidavit requires current data, and using outdated figures can lead to complications. It is essential to revisit and revise the form before submission, ensuring that all figures reflect the most recent financial status.

Inaccurate asset reporting is another mistake that can have serious implications. People sometimes overlook valuable assets, such as retirement accounts or property. Each asset should be listed to give a full view of one’s financial landscape. Remember, transparency is key.

Additionally, individuals may fail to sign and date the affidavit. A signature is a simple yet crucial step that validates the document. Without it, the form may be considered incomplete and could delay proceedings.

Some people also misinterpret the instructions for the form. Misunderstanding what is required can lead to incomplete or incorrect submissions. Taking the time to read the instructions thoroughly can prevent many common pitfalls.

Moreover, rounding numbers instead of providing exact figures can create issues. When reporting income, expenses, and assets, precision matters. Rounding may seem harmless, but it can distort the financial picture presented to the court.

Another mistake involves not disclosing debts. Individuals sometimes focus solely on assets and income, neglecting their liabilities. This oversight can misrepresent financial health and lead to unfavorable decisions.

Lastly, individuals may not seek assistance when needed. Filling out the form can be complex, and seeking help from a legal professional or financial advisor can provide clarity. Avoiding this step can lead to avoidable errors and complications down the line.

Similar forms

  • Florida Financial Affidavit Long (12.902(a)): This document provides a more detailed overview of an individual's finances. It includes extensive information about income, expenses, assets, and liabilities, similar to the short form but with greater depth.
  • Income and Expense Declaration: This form focuses on an individual's monthly income and expenses. It is used in various legal situations, such as bankruptcy or family law cases, and shares the purpose of assessing financial status.
  • Affidavit of Support: This document is often used in immigration cases. It requires the sponsor to provide their financial information to demonstrate they can support the immigrant, mirroring the financial disclosure aspect of the Florida Financial Affidavit.
  • Child Support Guidelines Worksheet: This worksheet calculates child support obligations based on the financial information of both parents. It requires similar financial disclosures, ensuring that all relevant income and expenses are considered.
  • Ohio Residential Lease Agreement: This agreement is essential for ensuring both landlords and tenants understand their rights and responsibilities. For further details, refer to the Residential Property Lease Contract.
  • Financial Disclosure Statement: Common in divorce proceedings, this statement outlines an individual's financial situation. It serves the same purpose of transparency and is often required by the court.
  • Bankruptcy Petition: This legal document requires individuals to disclose their financial status, including debts and assets. Like the Florida Financial Affidavit, it aims to provide a clear picture of one's financial situation to the court.

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