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Affidavit of Income and Property

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Affidavit of Income and Property

IN THE COURT OF ()

PLAINTIFF

V. CAUSE NO.

DEFENDANT

Comes now the Defendant(s) and, subject to the penalty of perjury, makes oath and says that the following facts are true and that there is NO OTHER source of income or property other than that described below:

1. Full Name

Address

Phone No.

Social Security No.

Employer

Employer’s Phone No.

2. List of all Dependants

• Name of Dependant and Age

• Relationship to Dependant

• Name of Dependant and Age

• Relationship to Dependant

• Name of Dependant and Age

• Relationship to Dependant and Age

3. List all income from any source:

$ per/wk per month from

$ per/wk per month from

$ per/wk per month from

4. List of all Bank Accounts

Account Bank Balance

Account Bank Balance

Account Bank Balance

5. List of all Debts

Creditor Address Balance

Creditor Address Balance

Creditor Address Balance

Creditor Address Balance

Creditor Address Balance

6. List of all monthly household expenses

Rent or Mortgage $

Utilities $

Health Insurance $

Transportation Cost $

Food $

Clothing $

Other $

$

$

$

7. List all land/houses/real property you own:

Describe Value

Describe Value

Describe Value

Describe Value

8. List all personal property/cars/trucks/furniture/stocks/bonds/equipment/ you own and its total value:

Cars Value

Trucks Value

Other Value

Value

Value

Value

9. List all assets/property sold or transferred in the last six months:

Describe Value

Describe Value

Describe Value

Describe Value

10. The last income tax I filed was for and it reflected an income of $ and I attach a copy hereto or will file the same within days.

LIST ALL PROPERTY YOU CLAIM TO BE EXEMPT PURSUANT TO LAW:

All clothing for myself and my family; all receptacles for said clothing; family portraits; family Bible; school books; and

VERIFICATION AND OATH: Comes now the (Petitioner or Defendant) and makes oath, subject to the penalty of perjury that the information in this Affidavit is true to the best of (Petitioner's or Defendant’s) knowledge, information and belief.

Printed Name & Signature of (Petitioner or Defendant)

SWORN to and subscribed before me, this the day of , 20.

NOTARY PUBLIC

My Commission Expires:

Enter text✕
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What the Affidavit of Income and Property Is

An Affidavit of Income and Property is a sworn written statement detailing an individual's income, assets, liabilities, and property interests. Commonly used in family law, housing assistance, loan applications, and court proceedings, it attaches supporting documents and is signed under penalty of perjury before a notary public. The affidavit establishes a factual record for decision-makers, creditors, courts, and government agencies and may be appended to motions, benefit applications, or case files as evidence of financial status.

Why this affidavit matters for legal and administrative processes

A clear Affidavit of Income and Property provides verifiable financial disclosure for judges, administrators, landlords, or lenders. It streamlines decisions about support, eligibility, and enforcement, and creates a sworn record that can be relied upon during disputes or audits. ESIGN (15 U.S.C. ch. 96) and UETA (1999) permit electronic signatures where allowed, but notarization and perjury consequences remain applicable for sworn statements.

Why this affidavit matters for legal and administrative processes

Typical parties who complete or receive this affidavit

The form is completed by individuals required to verify financial status and by organizations that request sworn financial disclosure.

  • Individuals applying for public benefits or housing assistance, reporting income and assets to determine eligibility.
  • Parties in family law (custody, child support, divorce) who must disclose income, debts, and property values.
  • Borrowers or tenants providing sworn financial statements to lenders, landlords, or courts.

The receiving entity—court clerk, agency, lender, or opposing party—retains the affidavit as part of the official record and may require notarization or additional supporting documents.

Core elements to include in a professional affidavit

A complete affidavit groups personal details, income sources, asset listings, liabilities, supporting schedules, and the notarized signature. Each section should be clear, dated, and supported by documentation to reduce challenges or follow-up requests.

Affiant Identity

Full legal name, date of birth, and current address; include government ID details where required and state your relationship to the case or proceeding.

Statement of Facts

Concise sworn narrative describing income sources, employment status, and the factual basis for figures declared in the schedules that follow.

Income Details

Break out wages, self-employment income, benefits, pensions, investment income, and recent paystubs or tax return excerpts supporting totals.

Property & Assets

List real property, vehicles, bank accounts, retirement accounts, and other significant assets with values and identifying details (parcel, account number).

Liabilities

Itemize mortgages, loans, liens, tax obligations, and outstanding judgments with creditor names and current balances.

Verification and Notary

Notary acknowledgment or jurat, date and place of signing, and the affiant's signature under penalty of perjury; include witness details if state law requires.

Essential fields and quick-format guidance

Legal Name: No initials; use full name
Date of Affidavit: MM/DD/YYYY format
Income Totals: Gross amounts only
Asset IDs: Parcel or account numbers
Supporting Docs: Attach PDFs/scans
Notary Details: Jurat or acknowledgment

Step-by-step completion process

Complete the affidavit in order, attach supporting evidence, then notarize and submit to the requesting party or court according to jurisdictional rules.

  • 01
    Gather documents: Collect paystubs, bank statements, deeds, and tax returns before filling.
  • 02
    Enter information: Fill each field accurately and cite document sources beside figures.
  • 03
    Notarize: Sign before a notary or follow permitted RON procedures where available.
  • 04
    Submit: File or deliver to the agency, court clerk, lender, or opposing counsel.

Configuring an online affidavit workflow

When completing the affidavit electronically, set up fields, attachments, signer roles, and authentication to match legal and court requirements.

Field Mapping Place text, date, and numeric fields; mark required entries.
Attachment Settings Allow PDF/JPG uploads for proof (paystubs, statements).
Signer Roles and Order Designate affiant, notary, and any witnesses in sequence.
Authentication Method Select email, SMS code, or stronger verification as required.
Retention Policy Set automatic archival periods and export formats (PDF/A).

Digital signing and submission requirements

Verify that the eSignature platform supports jurat-style notarization, audit trails, and the authentication level required by the receiving authority.

  • Audit Trail: Capture timestamps, IPs, and signer events
  • Notarization Support: RON or electronic jurat options
  • Document Formats: PDF, PDF/A, DOCX supported

Ensure the platform can produce a tamper-evident signed PDF and retain a reproducible record to meet ESIGN/UETA retention and evidentiary requirements.

Where to file or send the completed affidavit

Determine the correct recipient—court clerk, agency caseworker, landlord, lender, or opposing counsel—and follow that party's filing or service rules for affidavits.

  • Court Filing: File with clerk per local civil or family rules.
  • Agency Submission: Send to caseworker or benefits portal with attachments.
  • Lender/Owner: Deliver to underwriting or property management office.
  • Opposing Counsel: Serve by agreed method or state court rules.

Consequences of inaccurate or fraudulent affidavits

Perjury Exposure: Criminal penalties possible
Civil Liability: Damages or sanctions risk
Benefit Denial: Applications may be rejected
Court Sanctions: Fines or adverse rulings
Tax Implications: Incorrect reporting may trigger audits
Delay in Proceedings: Additional discovery or hearings

Common preparation errors to avoid

  • Leaving dates or valuation periods unstated, which creates ambiguity about when numbers apply and can require supplemental affidavits or rebuttal evidence.
  • Failing to attach or clearly label supporting documents such as paystubs, bank statements, deeds, and tax returns, leading to requests for verification.
  • Using inconsistent identification (different names or addresses) between the affidavit and attached records, causing identity verification failures or rejections.
  • Missing notarization or incorrect notary language, including omission of the jurat or incorrect venue, which can render a sworn affidavit invalid for court use.

Typical timing and processing expectations

Allow time for notarization, local filing, and agency processing; plan for possible follow-up requests for documentation or verification.

Notary Appointment:

Schedule 1–2 business days in advance for in-person notarization.

Remote Notary Session:

Allow same-day scheduling where RON is available but verify state rules.

Agency Processing:

Count on 5–10 business days for review and requests for clarification.

Court Filing:

Local court may enter the affidavit same day or within 3–7 days.

Record Retention:

Keep digital and paper copies immediately after notarization.

Real-world examples using affidavits and electronic workflows

These examples show how organizations used sworn financial statements and secure e-signing to accelerate processing and maintain compliance.

Martin Properties

A property manager needed sworn tenant income verifications to process subsidies quickly.

  • The team collected paystubs and affidavits online for each applicant.
  • 'I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently.' — Tim Martin, Founder.

Fertility Centers of Illinois

A healthcare provider required sworn financial statements for payment plans while protecting PHI.

  • The center combined redacted financial schedules with HIPAA-compliant authorization.
  • 'The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company.' — John Butler, Founder.

Typical eSignature vendor comparison for affidavit workflows

Basic vendor features and starting prices commonly used for electronic affidavit signing and notarization workflows. Confirm feature availability and HIPAA/BAA options with each vendor.

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 Varies Varies Varies Varies
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 env/user/yr Varies Varies Varies

Frequently asked questions and common fixes

Answers to common questions about validity, notarization, submission, and correcting errors in an Affidavit of Income and Property.


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