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1. Personal Information: Basic identifying information including name, address, case number, and court jurisdiction
2. Employment Information: Current employer details, occupation, and length of employment
3. Income Information: Detailed breakdown of all sources of income including salary, bonuses, commissions, and other income
4. Monthly Expenses: Itemized list of all regular monthly expenses including housing, utilities, food, transportation
5. Assets: Complete list of all assets including real estate, vehicles, bank accounts, investments
6. Liabilities: All debts and financial obligations including mortgages, loans, credit cards
7. Verification: Sworn statement affirming the truthfulness of the information provided
1. Business Interests: Details of business ownership or interests - use when party owns or has interest in any business
2. Trust Information: Details of any trusts where party is beneficiary or trustee - use when party is involved with any trusts
3. Anticipated Changes: Expected changes in financial situation - use when significant financial changes are expected
1. Schedule A - Income Documentation: Pay stubs, tax returns, W-2s, 1099s
2. Schedule B - Asset Documentation: Property deeds, vehicle titles, account statements
3. Schedule C - Debt Documentation: Mortgage statements, loan documents, credit card statements
4. Schedule D - Insurance Documentation: Life, health, property insurance policies and statements
5. Schedule E - Business Documentation: Business tax returns, financial statements, ownership documents
Gross Income
Net Income
Monthly Income
Regular Income
Overtime Income
Commission Income
Bonus Income
Investment Income
Rental Income
Business Income
Self-Employment Income
Monthly Expenses
Household Expenses
Fixed Expenses
Variable Expenses
Discretionary Expenses
Assets
Real Property
Personal Property
Liquid Assets
Non-Liquid Assets
Marital Property
Separate Property
Liabilities
Secured Debt
Unsecured Debt
Current Market Value
Fair Market Value
Equity
Net Worth
Financial Institution
Dependent
Child Support
Spousal Support/Alimony
Supporting Documentation
Verification
Income Disclosure
Employment Details
Asset Declaration
Liability Declaration
Monthly Expenses
Insurance Coverage
Real Estate Holdings
Personal Property
Business Interests
Investment Holdings
Retirement Accounts
Bank Accounts
Credit Accounts
Support Obligations
Healthcare Expenses
Educational Expenses
Verification of Information
Supporting Documentation
Change in Circumstances
Certification
Notarization
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