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California Defendant's Statement of Assets

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DEFENDANT'S STATEMENT OF ASSETS

It is a misdemeanor to make any willful misstatement of material fact in completing this form (Pen. Code, § 1202.4(f)(4).)

(Attach additional sheets if the space provided below for any item is not sufficient.)

NAME OF VICTIM ON WHOSE BEHALF RESTITUTION IS ORDERED:

FOR COURT USE ONLY

NAME OF COURT:

STREET ADDRESS:

MAILING ADDRESS:

CITY AND ZIP CODE:

BRANCH NAME:

PEOPLE OF THE STATE OF CALIFORNIA

v

s.

DEFENDANT:

DEFENDANT'S STATEMENT OF ASSETS

CASE NUMBER:

PERSONAL INFORMATION

1. a. Name:

b. AKA:

c. Date of birth:

d. Social security number:

e. Marital status:

f. Driver license number:

State of issuance:

g. Home address:

h. Home telephone no.:

i. Employer's telephone no.:

EMPLOYMENT

2. What are your sources of income and occupation? (Provide job title and name of division or office in which you work.)

3. a. Name and address of your business or employer (include address of your payroll or human resources department, if different):

b. If not employed, names and addresses of all sources of income (specify):

4. How often are you paid (for example, daily, weekly, biweekly, monthly)? (specify):

5. What is your gross pay each pay period? $

6. What is your take-home pay each pay period? $

7. If your spouse earns any income, give the name of your spouse, the name and address of the business or employer, job title, and division or office (specify):

8. Other sources of income (specify):

CASH, BANK DEPOSITS

9. How much money do you have in cash? $

10. How much other money do you have in banks, savings and loans, credit unions, and other financial institutions either in your own name or jointly (list):

Name and address of financial institution Account number Individual or joint Balance

PROPERTY

11. List all automobiles, other vehicles, and boats owned in your name or jointly:

Make and year Value Legal owner if different Registered owner Amount owed

12. List all real estate owned in your name or jointly:

Address of real estate Fair market value Amount owed

OTHER PERSONAL PROPERTY

(Do not list household furniture and furnishings, appliances, or clothing.)

13. List anything of value not listed above owned in your name or jointly (continue on attached sheet if necessary):

Description Value Address where property is located

14. List all other assets, including stocks, bonds, mutual funds, and other securities (specify):

15. Is anyone holding assets for you?

If yes, describe the assets and give the name and address of the person or entity holding each asset (specify):

16. Except for attorney fees in this matter and ordinary and routine household expenses, have you disposed of or transferred any assets since your arrest on this matter?

If yes, give the name and address of each person or entity who received any asset and describe each asset (specify):

DEBTS

17. Loans (give details):

18. Taxes (give details):

19. Support arrearages (attach copies of orders and statements):

20. Credit cards (give creditor's name and address and the account number):

21. Other debts (specify):

Date:

(TYPE OR PRINT NAME)

Signature:

(SIGNATURE)

1, , a certified interpreter, having been duly sworn, truly translated this form to the defendant language.

The defendant indicated that he/she understood the contents of the form and he/she completed the form.

Date:

(TYPE OR PRINT NAME)

(SIGNATURE)

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What the California Defendant's Statement of Assets Is and When It’s Used

The California Defendant's Statement of Assets is a formal affidavit-like document used in state criminal proceedings to disclose a defendant's financial condition, assets, liabilities, income, and sources of funds. Courts use the information to assess ability to pay fines, fees, restitution, bail or to determine eligibility for appointed counsel or fee waivers. The statement typically accompanies pretrial financial evaluations, probation intake, or sentencing paperwork and must be truthful, complete, and current when filed with the court.

Why an Accurate Statement of Assets Matters

Completing a clear, accurate Statement of Assets helps ensure correct court determinations about bail, restitution, and legal fees, reduces the risk of later disputes, and preserves legal rights during criminal proceedings.

Why an Accurate Statement of Assets Matters

Who Typically Prepares and Reviews This Statement

Common contributors include the defendant, defense counsel, probation officers, and court clerks; each party has distinct responsibilities.

  • Defendant — Provides personal and financial details under penalty of perjury, and signs the statement for submission.
  • Defense attorney — Reviews entries for accuracy, advises on privileged items, and files or presents the statement to the court.
  • Probation or court staff — Verifies information, may request supporting documentation, and uses the form for supervision or collections.

Ensuring correct roles and timely review reduces rework and legal risk during hearings and probation intake.

Step-by-Step: Filling and Submitting the Statement

Follow a structured sequence: prepare, verify, sign, and submit. Each step reduces the chance of return or sanctions.

  • 01
    Prepare Documents: Gather pay stubs, bank statements, vehicle titles and deeds before you begin.
  • 02
    Complete Form: Enter accurate values, avoid shorthand, and answer each question fully.
  • 03
    Verify Accuracy: Review for omissions, math errors, and consistency with supporting documents.
  • 04
    Sign and File: Sign the statement and submit to the court or clerk per local filing rules.

Configuring an Online Workflow for the Statement

Set up a simple digital workflow to collect information, authenticate the signer, and preserve an audit trail for court use.

Field Configuration
Document Type PDF form with fillable fields and signature blocks
Authentication Email plus SMS code or ID verification for added assurance
Retention Store signed copy and audit trail for required retention period
Notifications Send copies to defendant, counsel, and court as required

Typical Submission Flow for an Electronically Completed Statement

A clear linear flow helps courts accept e-submissions and preserves the record of consent and execution.

  • Upload: Clerk or attorney uploads the fillable form to the e-sign platform.
  • Assign Fields: Place required text, checkbox, date, and signature fields on the document.
  • Authenticate: Signer verifies identity via chosen authentication method.
  • Complete: Signer fills fields, signs, and receives a sealed copy with an audit trail.

Platform and File Requirements for eSubmission

Retain the signed file, the audit trail, and any supporting attachments to meet court or agency recordkeeping requirements.

  • File Formats: PDF and DOCX are widely accepted; produce a PDF/A final copy when possible.
  • Integrations: Supports Google Drive, Microsoft 365, and case management system exports for court filing.
  • Accessibility: WCAG-compliant features support users with disabilities during completion.

Security and Compliance Essentials for Electronic Statements

Encryption in Transit: TLS 1.2/1.3
Encryption at Rest: AES-256
Audit Trail: Timestamped action log
HIPAA Support: BAA available
Data Certifications: SOC 2 Type II
Regulatory Standards: 21 CFR Part 11 compliance

Consequences and Legal Risks of Inaccurate or False Statements

Perjury Risk: May expose signer to criminal charges if intentionally false
Contempt or Sanctions: Court penalties for willful noncompliance
Fee Adjustments: Incorrect disclosures can change fines or restitution
Case Delays: Incomplete forms often postpone hearings
Probation Impact: False data can affect supervision or conditions
Civil Liability: Creditors or claimants may pursue corrective remedies

Common Preparation Errors to Avoid

  • Leaving sections blank or writing 'unknown' instead of making reasonable inquiries slows review and may trigger court requests for clarification.
  • Using inconsistent formats for dates, addresses, or currency can create verification mismatches with bank or payroll records.
  • Providing rounded or estimated asset values without supporting documentation invites additional scrutiny or requests to amend.
  • Failing to sign, date, or include an attorney contact when required often results in rejection or delayed processing by the clerk.

Timing Considerations and Typical Deadlines

Deadlines vary by court and case stage; act promptly to meet hearing schedules and clerk requests to avoid continuances or penalties.

Initial Filing Deadline:

Submit before or at the first pretrial or arraignment hearing when requested

Court-Ordered Deadline:

Comply with any specific timeframe the judge sets in orders

Probation Intake:

Provide statement at intake interview or within the timeframe given by probation

Updates:

Amend within a reasonable period if financial circumstances materially change

Retention for Records:

Keep copies per agency guidance and applicable retention rules

Key Milestones from Preparation to Court Acceptance

Follow a sequence of tasks to prepare, validate, and submit the statement so courts and counsel can act without delay.

01

Information Gathering

Collect pay stubs, bank statements, titles, and debt statements before populating the form.

02

Form Completion

Enter data carefully, check arithmetic, and attach supporting exhibits as required.

03

Review and Sign

Have counsel or a qualified reviewer confirm accuracy, then sign in the presence of required witnesses or via approved e-sign method.

04

File with Court

File or deliver the signed statement to the clerk per local submission rules and retain copies.

eSignature Vendor Comparison for Submitting Statements and Supporting Records

Compare base pricing and feature availability for common eSignature providers; signNow is listed first in the vendor column per product comparisons.

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 Yes Yes Yes Yes
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently Asked Questions About the Statement and eSubmission

Answers to the most common questions about validity, electronic signing, authentication, and what to do when the court requests additional proof.


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