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Affidavit of Financial Information

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AFFIDAVIT OF FINANCIAL INFORMATION

Name:

Mailing Address:

City, State, Zip Code:

Daytime Phone Number:

Evening Phone Number:

Representing:

State Bar Number:

ARIZONA SUPERIOR COURT, COUNTY OF COCHISE

Case No.:

Petitioner/Plaintiff:

ATLAS No.:

AFFIDAVIT OF FINANCIAL INFORMATION

Respondent:

IMPORTANT INFORMATION ABOUT THIS DOCUMENT

WARNING TO BOTH PARTIES: This Affidavit is an important document. You must fill out this Affidavit completely, and provide accurate information. You must provide copies of this Affidavit and all other required documents to the other party and to the judge. If you do not do this, the court may order you to pay a fine.

I have read the following document and know of my own knowledge that the facts and financial information stated below are true and correct, and that any false information may constitute perjury by me. I also understand that, if I fail to provide the required information or give misinformation, the judge may order sanctions against me, including assessment of fees for fines under Rule 31, Arizona Rules of Family Law Procedure.

Date:

Signature of Person Making Affidavit:

INSTRUCTIONS

1. Complete the entire Affidavit in black ink. If the spaces provided on this form are inadequate, use separate sheets of paper to complete the answers and attach them to the Affidavit. Answer every question completely! You must complete every blank. If you do not know the answer to a question or are guessing, please state that. If a question does not apply, write ANA for "Anot applicable" to indicate you read the question. Round all amounts of money to the nearest dollar.

2. Answer the following statements YES or NO. If you mark NO, explain your answer on a separate piece of paper and attach the explanation to the Affidavit.

1. I listed all sources of my income.

2. I attached copies of my two (2) most recent pay stubs.

3. I attached copies of my federal income tax return for the last three (3) years, and I attached my W-2 and 1099 forms from all sources of income.

1. GENERAL INFORMATION:

A. Name: Date of Birth:

B. Current Address:

C. Date of Marriage: Date of Divorce:

D. Last date when you and the other party lived together:

E. Full names of child(ren) common to the parties, their dates of birth, and Social Security Number(s) (last 4 digits only):

F. Household members: names, DOB, relationship, and gross monthly income:

G. Other persons for whom you contribute support:

H. Attorney’s fees paid in this matter $ Source of funds

2. EMPLOYMENT INFORMATION

A. Your job/occupation/profession/title:

B. Name and address of current employer:

Date employment began:

How often are you paid:

If you are not working, why not?

C. Previous employer name and address:

Previous job/occupation/profession/title:

Date previous job began: Date previous job ended:

Reason you left job:

Gross monthly pay at previous job: $

D. Total gross income from last three (3) years:

Year $ Year $ Year $

E. Total gross income from January 1 of this year to the date of this Affidavit: $

3. YOUR EDUCATION/TRAINING

A. High School:

B. College:

C. Post-Graduate:

D. Occupational Training:

4. YOUR GROSS MONTHLY INCOME

A. Gross salary/wages per month $

Rate of Pay $ per

B. Expenses paid for by your employer:

1. Automobile $

2. Auto expenses, such as gas, repairs, insurance $

3. Lodging $

4. Other (Explain) $

C. Commissions/Bonuses $

D. Tips $

E. Self-employment Income $

F. Social Security benefits $

G. Worker's compensation and/or disability income $

H. Unemployment compensation $

I. Gifts/Prizes $

J. Payments from prior spouse $

K. Rental income (net after expenses) $

L. Contributions to household living expense by others $

M. Other (Explain) $

TOTAL: $

5. SELF-EMPLOYMENT INCOME

Name, address and telephone no. of business:

Type of business entity:

State and Date of incorporation:

Nature of your interest:

Nature of business:

Percent ownership:

Number of shares of stock:

Total issued and outstanding shares:

Gross sales/revenue last 12 months:

6. SCHEDULE OF ALL MONTHLY EXPENSES FOR CHILDREN

A. HEALTH INSURANCE:

1. Total monthly cost $

2. Premium cost to insure you alone $

3. Premium cost to insure child(ren) common to the parties $

4. List all people covered by your insurance coverage:

5. Name of insurance company and Policy/Group Number:

B. DENTAL/VISION INSURANCE:

1. Total monthly cost $

2. Premium cost to insure you alone $

3. Premium cost to insure child(ren) common to the parties $

4. List all people covered by your insurance coverage:

5. Name of insurance company and Policy/Group Number:

C. UNREIMBURSED MEDICAL AND DENTAL EXPENSES:

1. Drugs and medical supplies $

2. Other $

TOTAL: $

D. CHILD CARE COSTS:

1. Total monthly child care costs $

2. Name(s) of child(ren) cared for and amount per child:

3. Name(s) and address(es) of child care provider(s):

E. EMPLOYER PRETAX PROGRAM:

Do you participate in an employer program for pretax payment of child care expenses (Cafeteria Plan)?

F. COURT ORDERED CHILD SUPPORT:

1. Court ordered current child support for child(ren) not common to the parties $

2. Amount of any arrears payment $

3. Amount per month actually paid in last 12 mos. $

4. Name(s) and relationship of minor child(ren) who you support or who live with you, but are not common to the parties.

G. COURT ORDERED SPOUSAL MAINTENANCE/SUPPORT (Alimony):

1. Court ordered spousal maintenance/support you actually pay to previous spouse: $

H. EXTRAORDINARY EXPENSES:

1. For Children (Educational Expense/Special Needs/Other): $

Explain:

2. For Self: $

Explain:

7. SCHEDULE OF ALL MONTHLY EXPENSES

A. HOUSING EXPENSES:

1. House payment: a. First Mortgage $

b. Second Mortgage $

c. Homeowners Association Fee $

d. Rent $

2. Repair & upkeep $

3. Yard work/Pool/Pest Control $

4. Insurance & taxes not included in house payment $

5. Other (Explain)

TOTAL: $

B. UTILITIES:

1. Water, sewer, and garbage $

2. Electricity $

3. Gas $

4. Telephone $

5. Mobile phone/pager $

6. Internet Provider $

7. Cable/Satellite television $

8. Other (Explain)

TOTAL: $

C. FOOD:

1. Food, milk, and household supplies $

2. School lunches $

3. Meals outside home $

TOTAL: $

D. CLOTHING:

1. Clothing for you $

2. Uniforms or special work clothes $

3. Clothing for children living with you $

4. Laundry and cleaning $

TOTAL: $

E. TRANSPORTATION OR AUTOMOBILE EXPENSES:

1. Car insurance $

2. List all cars and individuals covered:

3. Car payment, if any $

4. Car repair and maintenance $

5. Gas and oil $

6. Bus fare/parking fees $

7. Other (explain)

TOTAL: $

F. MISCELLANEOUS:

1. School and school supplies $

2. School activities or fees $

3. Extracurricular activities of child(ren) $

4. Church/contributions $

5. Newspapers, magazines and books $

6. Barber and beauty shop $

7. Life insurance (beneficiary:) $

8. Disability insurance $

9. Recreation/entertainment $

10. Child(ren)'s allowance(s) $

11. Union/Professional dues $

12. Voluntary retirement contributions and savings deductions $

13. Family gifts $

14. Pet Expenses $

15. Cigarettes $

16. Alcohol $

17. Other (explain)

TOTAL: $

8. OUTSTANDING DEBTS AND ACCOUNTS

List all debts and installment payments you currently owe, but do not include items listed in Item 8 AMonthly Schedule of Expenses@. Follow the format below. Use additional paper if necessary.

Creditor Name Purpose of Debt Unpaid Balance Min. Monthly Payment Date of Your Last Payment Amount of Your Payment

Signature:

Date:

Enter text✕

What the Affidavit of Financial Information Is

An Affidavit of Financial Information is a sworn written statement that summarizes an individual's or household's financial situation for legal or administrative purposes. Typical uses include family court financial disclosures, bankruptcy schedules, rent-assistance applications, and government benefit eligibility reviews. The affidavit lists income, assets, liabilities, monthly expenses, and supporting documents; it is signed under penalty of perjury and frequently requires notarization or other authentication.

Why a Clear, Complete Financial Affidavit Matters

A precise Affidavit of Financial Information provides transparency for decision makers, reduces disputes, and supports accurate outcomes in court, administrative reviews, and benefit determinations.

Why a Clear, Complete Financial Affidavit Matters

Who Typically Prepares or Receives This Affidavit

Parties and organizations commonly involved in preparing, requesting, or reviewing the Affidavit of Financial Information include litigants, trustees, agency caseworkers, and landlords.

  • Family law litigants and their attorneys preparing court-ordered financial disclosures for divorce or child support proceedings.
  • Individuals filing for bankruptcy or trustees who collect asset and liability summaries during case administration.
  • Applicants for public assistance, rental aid, or loan modification who must prove income and household expenses.

Ensure the person completing the form is authorized to disclose financial details and that supporting documents match entries on the affidavit.

How to Complete and Submit an Affidavit — Step by Step

Follow these steps to prepare a reliable Affidavit of Financial Information, reduce follow-up requests, and meet filing or service requirements.

  • 01
    Gather documents: Collect pay stubs, bank statements, and debt records.
  • 02
    Complete fields: Enter data exactly as documents show.
  • 03
    Attach evidence: Upload PDFs or scanned statements with labels.
  • 04
    Sign and authenticate: Sign, notarize if required, and submit per instructions.

Security and Compliance Considerations for Financial Affidavits

In transit encryption: TLS 1.2/1.3
At rest encryption: AES-256
Health data protection: HIPAA (BAA required)
Audit and controls: SOC 2 Type II
Electronic signature law: ESIGN and UETA compliance
Regulated records: 21 CFR Part 11 support

Common Mistakes to Avoid When Preparing the Affidavit

  • Using rounded or estimated figures without clear notation leads to verification requests and possible sanctions.
  • Omitting supporting documents such as bank statements or pay stubs often triggers follow-up subpoenas or denial of applications.
  • Failing to sign in the presence of a required notary or witness can render the affidavit invalid for court or administrative use.
  • Listing assets in aggregate without identifying account ownership or location creates ambiguity during audits or discovery.

Legal Risks and Potential Penalties

Perjury risk: Criminal penalties under state law
Civil sanctions: Fines or case dismissal
Loss of benefits: Ineligibility for aid or modification
Tax penalties: IRC §6721 misreporting risk
Contempt: Court-ordered sanctions
Fraud charges: Enhanced penalties for intentional concealment

Typical Submission Flow for an Affidavit

A standard process moves the affidavit from preparation through verification to final filing or acceptance by the receiving party.

  • Prepare and sign: Complete affidavit and add signatures.
  • Authenticate: Notarize or apply chosen e-authentication.
  • Submit to recipient: Deliver to court, trustee, or agency.
  • Verification: Recipient reviews documents and requests clarifications if needed.

Configuring an Online Affidavit Workflow

Set up fields, authentication, and routing so the affidavit can be completed, signed, and retained securely in a repeatable workflow.

Field Configuration
Upload document PDF or DOCX with editable fields
Signature field Require full-name signature and date
Authentication Email + SMS code or ID verification
Retention settings Enable audit trail and long-term storage

Typical Deadlines and Processing Expectations

Deadlines depend on the requesting authority; courts and agencies set timeframes that range from days for emergency orders to weeks for routine filings.

Court-ordered response:

Often 14–30 days from service

Bankruptcy schedules:

File with petition or per trustee deadline

Agency benefits review:

Usually 10–30 days depending on program

Notarization windows:

Complete signature and notarization before filing

Processing time:

Verification may take 1–6 weeks

eSignature Provider Comparison for Affidavit Workflows

Comparison of common eSignature criteria for processing Affidavit of Financial Information workflows; signNow is listed first for parity with plan details.

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

Real-World Examples of Affidavit Use

These concise examples show how organizations and practitioners rely on affidavits and secure signing workflows to conclude financial matters efficiently.

Optica Ventures

The firm used online affidavits to speed investor disclosures and close funding rounds.

  • They paired signed financial affidavits with bank statements for verification.
  • This reduced follow-up requests and created a single audit trail accepted by counsel and counterparties, improving transaction turnarounds while preserving evidentiary integrity.

Fertility Centers of Illinois

Clinical administrators adopted electronic affidavits for patient financial intake during remote visits.

  • Signatures and consent were captured digitally.
  • The approach maintained HIPAA controls with a BAA, reduced paperwork, and ensured financial forms were available during billing reconciliation and audit.

Best Practices to Ensure an Accurate Affidavit

Adopting consistent practices reduces risk and speeds verification when preparing financial affidavits for legal or administrative use.

Be precise and document-backed
Use exact figures supported by contemporaneous documents. Notes or approximations should be labeled clearly and supported by evidence to avoid credibility issues.
Follow authentication rules
Confirm whether the recipient requires notarization, witness signatures, or specific eAuthentication levels before signing to prevent invalidation.
Maintain a single source of truth
Store the executed affidavit and supporting documents together with an audit trail showing signer attribution, timestamps, and any notarizations or RON session details.
Redact sensitive data when allowed
When sharing copies, redact unrelated personal identifiers unless full disclosure is required by the recipient or statute.

Frequently Asked Questions About Affidavits of Financial Information

Answers to common procedural, legal, and technical questions about preparing, authenticating, and submitting financial affidavits.


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