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Affidavit of Financial

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S.S.L. §374(6);

22 NYCRR 205.53(b)(8)

Form 9-B

(Affidavit of Financial

Disclosure - Parents -

Private-Placement)

9/99

FAMILY COURT OF THE STATE OF NEW YORK

COUNTY OF

In the Matter of the Adoption of

A Child whose First Name is

(Docket)(File) No.

AFFIDAVIT OF

FINANCIAL

DISCLOSURE -

PARENTS

(Private Placement)

STATE OF NEW YORK

)

COUNTY

) ss:

(and ) being duly sworn, depose(s) and say(s):

1. That deponent(s) reside(s) at

and (is)(are) the (petitioning adoptive parent(s) (birth or legal parent(s)) of the above-named adoptive child; and

2. That deponent(s) (has)(have) paid or given or caused to be paid or given or undertaken to pay or give the following expenses, contributions, compensation or things of value, either directly or indirectly, to any person, agency, association, corporation, institution, society or organization, in connection with the placing out of said adoptive child with deponent(s) or with the adoption of said child by deponent(s):

[Specify recipient, amount, form,

and purpose of each payment. If

none, so state.]

;

3. That deponent(s) (has)(have) requested, received or accepted, either directly or indirectly, the following compensation or things or value from any person, agency, association, corporation, institution, society or other organization in connection with the placing out of said adoptive child with deponent(s) or with the adoption of said child by deponent(s).

[Specify source, amount, form

and purpose of each payment

requested or received. If none,

so state.]

*(Adoptive)(Birth)(Legal) Parent: typed or printed name/ signature

*(Adoptive) (Birth)(Legal) Parent: typed or printed name / signature

*Attorney if any: typed or printed name/signature

*Attorney's Address and Telephone number

Sworn to before me this

day of

,

Judge of the Court

*Delete inapplicable provisions.

Enter text

What an Affidavit of Financial Is and when it’s used

An Affidavit of Financial is a sworn written statement that details an individual’s financial status, assets, liabilities, income, and expenses. Typically used in family law, bankruptcy proceedings, loan workouts, or administrative reviews, the affidavit is signed under oath and often notarized to verify the declarant’s identity and intent. Courts and agencies rely on it to assess ability to pay, support obligations, or eligibility for benefits. Accuracy matters because the affidavit becomes a formal record that may be admitted as evidence and can trigger sanctions or further inquiry if materially false.

Why an accurate Affidavit of Financial matters

A clear affidavit provides a concise, legally admissible snapshot of finances that supports court decisions, agency determinations, or lender reviews. It reduces ambiguity, speeds case processing, and creates an audit trail that documents intent and attribution under ESIGN and state electronic signature laws.

Why an accurate Affidavit of Financial matters

Who typically prepares or requests this affidavit

The Affidavit of Financial is commonly prepared by individuals, attorneys, court clerks, financial officers, or benefit applicants who must document resources or liabilities.

  • Individuals and litigants who must disclose income, assets, and debts for a legal proceeding or benefit application.
  • Attorneys and legal representatives preparing evidence or supporting materials for family law, bankruptcy, or administrative hearings.
  • Financial officers, loan processors, and agency caseworkers who evaluate ability to pay or eligibility for programs.

Core parts of a professional Affidavit of Financial

A well-structured affidavit groups financial facts into consistent sections, uses precise terminology, and includes a sworn statement and signature block. Clarity and supporting documentation make the affidavit reliable and easier to verify.

Caption

Court or agency name and case number placed at the top so the affidavit is clearly associated with a specific matter and record.

Declarant Details

Full legal name, date of birth, mailing address, and relationship to the case to confirm identity and establish who is swearing to the facts.

Income Summary

Detailed current income sources, pay periods, gross and net amounts, and any anticipated changes that affect ongoing obligations or eligibility.

Assets and Debts

Itemized list of bank accounts, real property, vehicles, investments, and outstanding loans with current values and creditor names.

Monthly Expenses

Recurring obligations such as housing, utilities, child care, medical costs, and insurance with amounts and supporting receipts or statements.

Sworn Statement

Signature block with oath language, date, declarant signature, and notary or witness acknowledgment to certify truthfulness under penalty of perjury.

Step-by-step: filling out an Affidavit of Financial

Follow these core steps to complete and validate the affidavit for court or administrative use.

  • 01
    Gather documents: Collect pay stubs, bank statements, and bills for attachments.
  • 02
    Complete fields: Enter accurate names, dates, and numeric values in each section.
  • 03
    Attach exhibits: Label and reference supporting documents inside the affidavit.
  • 04
    Sign and notarize: Sign under oath and obtain notary or witness verification as required.

Typical workflow for preparing and submitting the affidavit

A consistent workflow minimizes delays and ensures the affidavit is admissible and complete.

  • Draft: Populate the affidavit template with factual data.
  • Review: Verify numbers and supporting documents for completeness.
  • Execute: Sign in presence of notary or use permitted e-signature methods.
  • File or serve: Submit to court clerk or send to opposing counsel per rules.

How to configure an online affidavit workflow

Configure routing, authentication, and attachments to match court or agency requirements before sending the affidavit for signature.

Field Configuration
Authentication Email link, SMS code, or multi-factor depending on form sensitivity
Attachments Require upload of pay stubs and bank statements as PDFs
Notary Integration Enable RON or in-person notary step where permitted
Audit Trail Capture timestamps, IP, and signer actions for admissibility

Digital signing and submission considerations

Ensure the chosen eSignature platform supports required authentication, audit trails, and notary integration for the affidavit.

  • Formats supported: PDF and DOCX exports with audit metadata
  • Authentication: Email, SMS, KBA, or advanced signer verification
  • Notarization: Support for Remote Online Notarization where permitted

Common preparation pitfalls to avoid

  • Incomplete attachments or missing pay stubs that require supplemental filings and delay review.
  • Mismatched names or outdated addresses that complicate identity verification and notarization.
  • Vague or rounded figures without supporting statements that invite cross-examination or sanctions.
  • Failing to follow jurisdictional notarization or witness rules, which can invalidate the affidavit.

Security and compliance considerations for affidavits

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Audit Trail: Detailed timestamps, IP, and signer actions
Certifications: SOC 2 Type II and ISO 27001 available
HIPAA Support: HIPAA compliance available with BAA
21 CFR Part 11: Controls for FDA-regulated records supported
Accessibility: WCAG 2.0 Level AA compliance

Legal risks of incorrect or false affidavits

Perjury exposure: Criminal penalties may apply
Civil sanctions: Court may impose fines or fees
Case delays: Additional hearings or evidentiary discovery
Evidence exclusion: Affidavit may be struck from record
Financial penalties: Fines or reimbursement orders possible
Professional risk: Attorney discipline for misconduct

Timing and filing expectations for affidavit use

Deadlines vary by proceeding; timely filing and accurate dates are essential to preserve rights and comply with court or agency orders.

Court deadlines:

Follow local rules for filing and service—failure can result in exclusion

Response windows:

Opposing parties often have fixed time to object or request more information

Notary timing:

Sign in presence of notary when required at execution time

Document currency:

Use recent supporting statements to reflect current financial status

Amendments:

File corrected affidavits promptly when material errors are discovered

Common eSignature pricing and capability comparison

Below is a concise pricing and capability comparison for eSignature vendors commonly used to execute affidavits; signNow appears first per vendor ordering rules.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Verify with vendor Verify with vendor Verify with vendor Verify with vendor
Bulk Send Yes (Business Premium+) Verify with vendor Verify with vendor Verify with vendor Verify with vendor
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Verify with vendor Verify with vendor Verify with vendor

Frequently asked questions about the Affidavit of Financial

Answers to common questions about execution, notarization, electronic filing, and corrections to the affidavit.


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