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Supplement to Affidavit of Indigency

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Commonwealth of Massachusetts

SUPPLEMENT TO AFFIDAVIT OF INDIGENCY

AND REQUEST FOR WAIVER, SUBSTITUTION
OR STATE PAYMENT OF FEES & COSTS

(Note: If you checked (C) on the AFFIDAVIT OF INDIGENCY, you must complete this form.)

Court:

Case Name and Number (if known):

Name of applicant:

Address:

(Street and number)

(City or town)

(State and Zip)

Under the provisions of General Laws, Chapter 261, Sections 27A-27G, I swear or affirm as follows:

1. PERSONAL INFORMATION

(a) Date of Birth:

(b) Highest Grade in School:

(c) Special Training:

(d) List any physical or mental disabilities which you wish to reveal and which affect your earning capacity or living expenses:

(e) Number of Dependents:

2. INCOME AFTER TAXES (monthly)

(a) If from employment, list your occupation and employer's name and address:

(b) Sources of income, if not from employment:

(c) My gross annual income for the past twelve months was: $

(d) Gross Income (monthly): $

(e) Taxes Deducted (monthly):

Federal Tax: $

State Tax: $

Social Security: $

Medicare: $

Other Taxes (specify): $

Total Taxes Deducted: $

(f) Total Income After Taxes (subtract 2(e) from 2(d)): $

(g) If any other member of your household is employed, list occupation and name and address of his/her employer and monthly income after taxes:

3. NET INCOME (monthly)

(a) Income After Taxes (from line 2(f)): $

(b) Expenses (monthly):

Rent or Mortgage $

Uninsured Medical Expenses $

Food $

Child Care $

Electricity $

Education Expenses for Children $

Gas $

Child Support $

Oil $

Clothing $

Water $

Laundry/Cleaning $

Telephone $

Car Insurance $

Health Insurance $

Transportation Expenses $

Other (specify): $

Total Expenses: $

(c) Income After Taxes Minus Expenses (monthly) (subtract 3(b) from 3(a)): $

4. ASSETS

(a) Own Home? Yes No

Market Value $

Balance Owed $

(b) Own Car? Yes No

Year & Make

Market Value $

Balance Owed $

(c) Bank Accounts (specify type and balance):

(d) Other Property including Real Estate (specify type and value):

5. DEBTS

(a) Specify:

6. MISCELLANEOUS

(a) Other facts which may be relevant to your ability to pay fees and costs?:

Signed under the penalties of perjury: Signature:

Type/Printed Name:

Address:

City:

State:

Zip Code:

Date signed:

By order of the Supreme Judicial Court, all information in this affidavit is CONFIDENTIAL. Except by special order of a court, it shall not be disclosed to anyone other than authorized court personnel, the applicant, applicant's counsel or anyone authorized in writing by the applicant.

This form prescribed by the Chief Justice of the SJC pursuant to G.L. c. 261, § 27B. Promulgated March, 2003.

Fillable PDF created August 2013.

Enter text

What the Supplement to Affidavit of Indigency Is

The Supplement to Affidavit of Indigency is a court-directed addendum used to provide additional financial details supporting a motion for pauper status or fee waiver. It supplements a primary affidavit by listing income sources, monthly expenses, assets, dependents, and recent changes in financial circumstances that affect the applicant’s ability to pay court fees. Courts use the supplement to verify eligibility for fee waivers, appointed counsel, or reduced-cost services. Completing the supplement accurately helps the court evaluate financial hardship without delaying case processing.

Why the Supplement Matters to Case Outcomes

The supplement provides the court a standardized, focused snapshot of financial status to determine fee waivers or appointed counsel eligibility.

Why the Supplement Matters to Case Outcomes

Who Completes and Reviews the Supplement

The supplement is completed by litigants claiming indigency, commonly with help from legal aid, public defenders, or court clerks.

  • Indigent litigants submitting fee-waiver requests or applying for appointed counsel.
  • Legal aid organizations and public defenders assisting clients with financial disclosures.
  • Court clerks and judges evaluating eligibility and verifying documentary support.

Core Components of a Professional Supplement

A complete supplement organizes financial facts so the court can assess need quickly and consistently. Use clear headings and attach supporting documentation when required.

Case Identifiers

Include court name, docket number, party names, and the date of filing so the supplement links to the correct case file and prevents misfiling or administrative delays.

Income Details

List all income types and amounts (wages, benefits, pensions, child support, unemployment) with pay frequency and most recent totals to show current monthly resources.

Assets Summary

Disclose bank balances, vehicles, real property, retirement accounts, and other assets with approximate values to help the court evaluate available means to pay fees.

Monthly Expenses

Itemize rent/mortgage, utilities, food, transportation, insurance, medical costs, child care, and debt payments to demonstrate recurring obligations that reduce disposable income.

Dependents & Obligations

Identify household members, dependents, and financial obligations such as child support or alimony that affect the applicant’s ability to pay court costs.

Signature & Verification

Signer must date and attest under penalty of perjury that the information is true; include notarization or court-required verification if the local rule demands it.

Step-by-Step: Filling Out the Supplement

Follow this ordered checklist to complete the supplement accurately and submit it with supporting documents.

  • 01
    Gather Documents: Collect pay stubs, benefit letters, bank statements, and bills for the most recent month.
  • 02
    Complete Sections: Enter identifiers, income, assets, expenses, and dependents using the formats above.
  • 03
    Attach Proof: Upload or attach copies of supporting documents as required by local court rules.
  • 04
    Sign and Submit: Sign the supplement, notarize if required, and file or efile according to court instructions.

Where and How the Supplement Is Submitted

Submission pathways vary by court; follow local rules for paper filing, in-person delivery, or approved electronic filing systems.

  • Paper Filing: Deliver the signed supplement to the court clerk with copies of supporting documents.
  • Electronic Filing: Upload the signed supplement via the court’s eFiling portal if the court accepts electronic submissions.
  • Email to Clerk: Some courts permit email submission; confirm format and sender authentication requirements with the clerk.
  • In-Court Submission: Bring originals when directed; the judge or intake clerk may require an on-the-record sworn statement.

Configuring an Online Supplement Workflow

Set up a reproducible workflow to collect, verify, and route supplements efficiently in digital form.

Template Fields Create required text, numeric, and date fields matching the PDF layout for consistent data capture.
Conditional Logic Show or hide supplemental questions based on income sources or asset breaks to reduce signer confusion.
Authentication Require signer validation via email code, SMS, or stronger authentication for sensitive filings.
Attachments Allow PDF or image uploads for pay stubs, bank statements, and benefit letters.
Routing Rules Automatically route completed supplements to court clerks, assigned counsel, or legal aid reviewers.

Digital Submission Requirements and Supported Formats

Courts and clerks typically accept PDF as the primary format; confirm acceptable formats and file size limits with the local court.

  • File Formats: PDF, DOCX, or scanned images commonly accepted.
  • Authentication: Email or SMS codes and audit trails recommended.
  • Integrations: Works with case management and cloud storage systems.

eSignature Provider Comparison for Court Submissions

Cost and capability can affect how you collect and authenticate supplements; the table compares common plan-level criteria across vendors.

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

Timing Considerations and Local Deadlines

Deadlines for submitting a supplement vary by court and the underlying proceeding; confirm local rules and scheduling orders to avoid late filing.

Initial Filing:

Submit with or shortly after the fee-waiver request as specified by local court rule.

Response Window:

Some courts allow a set period for the clerk or opposing party to object; timelines vary locally.

Notarization Timing:

If notarization is required, sign in presence of a notary before filing or efiling per court guidance.

Supplement Updates:

Update the supplement promptly if material financial changes occur during the proceeding.

Clerk Processing:

Processing time varies; plan for administrative review before the court rules on fee relief.

Key Milestones from Completion to Court Decision

A typical milestone sequence helps track progress from document completion to final court action.

01

Prepare Supplement

Assemble documents, complete the form, and obtain signatures prior to filing.

02

File with Court

File the supplement with the clerk by the method the court requires.

03

Clerk Review

Clerks may check completeness and request additional proof if needed.

04

Court Decision

Judge issues ruling on fee waiver or counsel appointment after review.

Security and Compliance Considerations

In-Transit Encryption: TLS 1.2/1.3
At-Rest Encryption: AES-256
Audit Trail: Tamper-evident logs
HIPAA Support: BAA available
ESIGN & UETA: Legal e-sign support
Certifications: SOC 2 Type II, ISO 27001

Risks and Consequences of Errors or Omissions

Application Denial: Incomplete forms risk refusal
Perjury Risk: False statements carry penalties
Fee Assessment: Court may assess fees later
Processing Delay: Missing documents cause delays
Record Rejection: Noncompliant e-files may be rejected
Contempt Exposure: Intentional fraud risks sanctions

Common Mistakes to Avoid When Preparing the Supplement

  • Providing inconsistent names or case numbers that do not match court records, which can cause misfiling, delays, or a request for corrected documents.
  • Leaving income categories blank or using aggregated, vague totals instead of listing specific sources and frequencies, impairing the court’s ability to verify claims.
  • Failing to attach required supporting documents such as pay stubs or benefit statements, leading clerks to request additional evidence or deny the waiver.
  • Signing without notarization when the local rule requires it, which can result in the document being treated as unsigned or legally insufficient.

Practical Tips for Accurate and Efficient Completion

Follow these best practices to minimize errors and speed court acceptance of the supplement.

Double-Check Identifiers
Verify court name, docket number, and party names against the filing caption to avoid administrative misrouting or rejection.
Document Visibility
Provide clear, legible copies of pay stubs and bank statements with visible dates; redact unrelated sensitive data when possible.
Use Standard Formats
Enter dates as MM/DD/YYYY, round dollar amounts to whole dollars, and use consistent frequency labels (e.g., monthly, weekly) to aid review.
Keep a Record
Retain copies of submitted supplements, signatures, and confirmation receipts for at least the recommended retention period in case of later disputes.

Real-World Examples of Digital Document Use

Organizations use eSign and digital workflows to collect affidavits and supplements securely and with auditable proof of completion.

Tim Martin — Martin Properties

Tim Martin used digital signing to process legal forms remotely and ensure compliance.

  • He reported consistent online execution across devices.
  • The workflow reduced turnaround time and preserved audit trails for every signed document, ensuring each submission met court requirements while supporting mobile and offline signing.

Brian Fitzgibbons — Optica Ventures LLC

Optica Ventures deployed an easy-to-use signing workflow for client forms.

  • The interface simplified customer completion.
  • By standardizing the intake process and attaching supporting documentation, the team reduced administrative follow-ups and improved the reliability of submitted financial disclosures.

Frequently Asked Questions and Quick Resolutions

Answers to frequent procedural and technical questions about completing, authenticating, and submitting the supplement.


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