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Financial Affidavit - Template, Sample Form to Complete

✓ Designed for use in United States

Create your Financial Affidavit for use in United States. Answer a few plain-English questions and the document fills in automatically as you go - then download it in Word and PDF, ready to sign or share.

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Below you can preview the Financial Affidavit, complete it by answering a few plain-English questions, and download a ready-to-sign copy in Word and PDF - tailored for use in United States.

What the Financial Affidavit includes

This template is organised into the following sections:

Frequently asked questions

What is a Financial Affidavit?

A Financial Affidavit is a ready-to-use legal template for United States. You complete it by answering a few plain-English questions, then download the finished document in Word and PDF.

What does the Financial Affidavit cover?

The Financial Affidavit is organised into sections covering § 1. Identity of Affiant, § 2. Residence, § 3. Employment, § 4. Gross Monthly Income, § 5. Monthly Deductions, so the important points are captured in a clear, consistent structure.

What formats can I download?

You can download your completed Financial Affidavit as an editable Microsoft Word (.docx) file and as a PDF.

Can I edit the document later?

Yes - save it to your account and you can re-open, edit and re-download it at any time.

Is a Financial Affidavit legally binding?

Once it is properly completed and signed by everyone involved, a Financial Affidavit is generally legally binding in United States, provided it meets the legal requirements that apply to this type of document.

What laws apply to a Financial Affidavit in United States?

A Financial Affidavit should comply with the laws in force in United States. This template is built around the provisions such situations commonly require, but the rules can vary by region and change over time, so check the current requirements for your case.

Do I need a lawyer to use a Financial Affidavit?

For most standard situations you can complete the Financial Affidavit yourself using the guided questionnaire. For high-value, unusual or high-risk matters, it is sensible to have a qualified lawyer review the finished document.

How do I sign the Financial Affidavit?

Download the completed Financial Affidavit as Word or PDF and sign it as required in United States. Depending on the document this may involve a handwritten or electronic signature, and some documents also need witnesses.

Is the Financial Affidavit free?

You can preview the Financial Affidavit and fill it in for free. A one-time fee applies only when you download the finished, ready-to-sign document in Word and PDF.

How long does it take to complete a Financial Affidavit?

Most people finish the Financial Affidavit in just a few minutes by answering the plain-English questions. You can save your progress and come back to it at any time.

Prepared and reviewed by the LegalDocs team.

Document preview

FINANCIAL AFFIDAVIT

State of ________

County of ________


I, the undersigned affiant, being first duly sworn upon oath, do hereby depose, swear, and affirm that the following statements are true and correct to the best of my knowledge, information, and belief:

§ 1. Identity of Affiant. My full legal name is ________ (the “Affiant”). My date of birth is ________, and the last four digits of my Social Security Number are ________.

§ 2. Residence. My present residential address is as follows:

________

§ 3. Employment. I am presently employed in the following position: ________. The name and address of my employer are as follows:

________

I have been so employed since ________.

§ 4. Gross Monthly Income. My gross monthly income is derived from the following source(s) and in the following amount(s):

________
Monthly Gross Income From This Source: $________

Additional or Supplemental Sources of Income (if any) and Amounts: ________

Total Gross Monthly Income From All Sources: $________

§ 5. Monthly Deductions. The deductions withheld or made each month from my income (including, without limitation, federal and state income tax withholding, FICA/Social Security and Medicare contributions, mandatory retirement contributions, health insurance premiums, and court-ordered withholdings) are as follows:

________

Total Monthly Deductions: $________

§ 6. Monthly Living and Household Expenses. My recurring monthly living and household expenses are as follows:

________

Total Monthly Living and Household Expenses: $________

§ 7. Monthly Debts and Liabilities. My recurring monthly debt obligations and liabilities (including, without limitation, mortgages, automobile loans, student loans, credit card minimum payments, and any court-ordered support obligations) are as follows:

________

Total Monthly Debt Payments: $________

§ 8. Assets. The assets owned by me, individually or jointly, including real property, personal property, bank and deposit accounts, retirement and investment accounts, and other property of value, are as follows:

________

Total Estimated Value of Assets: $________

§ 9. Financial Summary. A summary of my financial circumstances is as follows:

Total Net Monthly Income (gross income less deductions): $________

Total Monthly Expenses and Debts: $________

Total Current Assets: $________

Total Current Liabilities: $________

§ 10. Proof of Identity. I have provided the following form of identification to the Notary Public to establish my identity:

________

§ 11. Purpose of Affidavit. This Financial Affidavit is made and sworn for the following purpose:

________

§ 13. Oath and Penalty of Perjury. I understand that this Financial Affidavit is made under oath and that any false, fictitious, or fraudulent statement contained herein may subject me to civil and criminal penalties for perjury under the laws of the United States and of the State of ________.

§ 14. Duty to Update. I agree to promptly notify the appropriate party, agency, or court of any material change in the financial information set forth in this Financial Affidavit occurring after the date hereof.


Printed Name of Affiant: ________

Signature of Affiant: _____________________________

Date: ________

ACKNOWLEDGMENT / JURAT

State of ________

County of ________

Subscribed and sworn to (or affirmed) before me on this ________ by ________, who personally appeared before me and who is personally known to me or proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the foregoing instrument, and who acknowledged to me that he, she, or they executed the same for the purposes therein contained.

WITNESS my hand and official seal.

Seal:




Name of Notary Public: ________

Signature of Notary Public: _______________________________

My commission expires: ________

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Fields you complete are inserted into the document live. This template is general guidance only - not legal advice.