The Florida Financial Affidavit Short 12.902(b) form is a crucial document used in family law cases, particularly for individuals seeking to establish their financial situation during divorce or child support proceedings. This form provides a streamlined way for parties to disclose their income, expenses, assets, and liabilities. By accurately completing this affidavit, individuals can ensure a fair evaluation of their financial circumstances in legal matters.
The Florida Financial Affidavit Short 12.902(b) form plays a crucial role in family law cases, particularly during divorce proceedings or child support determinations. This form is designed to provide a clear and concise overview of an individual's financial situation, which is essential for the equitable resolution of financial matters. It captures key information, including income, expenses, assets, and liabilities, allowing the court to assess each party's financial standing accurately. By requiring detailed disclosure of monthly expenses and sources of income, the form helps ensure transparency and fairness in financial negotiations. Additionally, the affidavit serves as a foundational document for establishing child support obligations or alimony payments, ultimately impacting the financial well-being of all parties involved. Proper completion of this form is vital, as inaccuracies or omissions can lead to complications in legal proceedings. Understanding its components and requirements is essential for anyone navigating the complexities of family law in Florida.
What is the Florida Financial Affidavit Short 12.902(b) form?
The Florida Financial Affidavit Short 12.902(b) form is a document used in family law cases, particularly in divorce proceedings. It provides a simplified way for individuals to disclose their financial information to the court. This form is typically used when the parties have relatively simple financial situations, making it easier to understand and process.
Who needs to complete this form?
What information is included in the form?
The form asks for various financial details, including income, expenses, assets, and liabilities. It typically includes sections for monthly income, monthly expenses, and a summary of assets and debts. The goal is to provide a clear picture of each party's financial situation, which helps the court make informed decisions regarding support and division of property.
How do I fill out the form correctly?
Where do I submit the completed form?
What happens if I don’t submit this form?
Filling out the Florida Financial Affidavit Short 12.902(b) form is a crucial step in various legal proceedings, particularly in family law cases. Here are key takeaways to ensure accuracy and compliance.
Being thorough and precise in filling out the Florida Financial Affidavit Short 12.902(b) form can significantly impact the outcome of your legal matter. Ensure you take this task seriously.
The Florida Financial Affidavit Short 12.902(b) form is often misunderstood. Below are ten common misconceptions regarding this important document.
Understanding these misconceptions can help individuals navigate their family law matters more effectively and ensure compliance with court requirements.
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
52 Weeks per year
=
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
Days worked per week
Weekly - If you are paid by the week, you may convert your income to monthly as follows:
Bi-weekly - If you are paid every two weeks, you may convert your income to monthly as follows:
Bi-weekly amount
26
Semi-monthly - If you are paid twice per month, you may convert your income to monthly as follows:
Semi-monthly amount x
2
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.
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
Entertainment
Gifts
Religious organizations
Miscellaneous
____________________
F. PAYMENTS TO CREDITORS
CREDITOR:
MONTHLY
PAYMENT
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)
B. LIABILITIES:
DESCRIPTION OF ITEM(S). List a description of each separate debt
owed by you (and/or your spouse, if this is a petition for dissolution
Amount
Owed
the line next to any debt(s) for which you believe you should be
responsible.
Mortgages on real estate: First mortgage on home
Second mortgage on home
Other mortgages
Auto loans
Charge/credit card accounts
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
Check the line next to any contingent asset(s) which you are requesting the
judge award to you.
Total Contingent Assets
Contingent Liabilities
Check the line next to any contingent debt(s) for which you believe you
should be responsible.
Total Contingent Liabilities
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
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}
Nj Realty Transfer Tax - In many cases, the RTF-1 must accompany the deed at the time of recording.
When considering your legal options, having an effective Power of Attorney document in place can be vital. This allows a trusted person to handle your affairs when you are unable to do so. For more information, check out this guide to an effective Power of Attorney form template: comprehensive Power of Attorney options.
Paystubs Example - Can feature year-to-date summaries for earnings and taxes withheld.
Filling out the Florida Financial Affidavit Short 12.902(b) form can be tricky. Here are some common mistakes people make:
Some individuals leave out important details about their income or expenses. Every piece of information counts.
It’s essential to use accurate and current income figures. Rounding up or down can lead to discrepancies.
People sometimes forget to update their financial status. If your situation changes, make sure to reflect that in the affidavit.
Some may overestimate or underestimate the value of their assets. It’s important to provide a realistic assessment.
Omitting debts can create an incomplete picture of financial health. List every debt, no matter how small.
Forgetting to sign the form is a common oversight. A signature is necessary for the affidavit to be valid.
Some people fail to attach required documents. Providing proof of income and expenses strengthens your affidavit.
Timeliness is key. Submit the affidavit by the deadline to avoid complications in your case.
Being aware of these mistakes can help ensure that your Florida Financial Affidavit Short 12.902(b) form is filled out correctly and completely.
When filling out the Florida Financial Affidavit Short 12.902(b) form, it is essential to approach the task with care. Here are some guidelines to help you navigate the process effectively:
The Florida Financial Affidavit Short 12.902(b) form shares similarities with the Long Financial Affidavit (12.902(a)). Both documents serve the same fundamental purpose: to provide a clear picture of an individual's financial situation during legal proceedings, particularly in divorce or child support cases. The Long Financial Affidavit, however, is more detailed and requires comprehensive disclosures about income, expenses, assets, and liabilities. While the Short form is designed for those with simpler financial situations, the Long form accommodates those with more complex financial landscapes, ensuring that all relevant financial information is disclosed to the court.
Another document that aligns closely with the Florida Financial Affidavit Short is the Child Support Guidelines Worksheet (12.902(e)). This worksheet is specifically used to calculate child support obligations based on the financial data provided by both parents. Like the Short Affidavit, the Child Support Guidelines Worksheet requires a detailed account of income and expenses, but it focuses more on determining the appropriate amount of child support rather than providing a complete financial overview. Both documents are integral to ensuring fair financial arrangements in family law cases.
The Uniform Financial Affidavit is another document that exhibits similarities with the Florida Financial Affidavit Short 12.902(b). This affidavit is used in various jurisdictions and serves to disclose financial information in legal contexts. While the structure and specific requirements may vary by state, the core intent remains the same: to provide a transparent view of an individual’s financial standing. Both forms aim to assist the court in making informed decisions regarding financial matters, whether in divorce proceedings or other legal disputes.
Understanding the various legal forms involved in transactions is crucial, as seen with the Vessel Bill of Sale, which serves as an essential document for the transfer of boat ownership in Massachusetts. This form ensures that the transaction details are clearly outlined, preventing any ambiguities that might arise during the ownership transfer process.
Lastly, the Statement of Net Worth is akin to the Florida Financial Affidavit Short. This document is often utilized in divorce proceedings to summarize an individual’s total assets and liabilities. Like the Short Affidavit, the Statement of Net Worth is designed to provide a snapshot of an individual’s financial health. However, the Statement of Net Worth may not delve as deeply into monthly income and expenses as the Short Affidavit does. Nonetheless, both documents play a critical role in ensuring that financial disclosures are made in a clear and organized manner, facilitating fair resolutions in legal matters.