How to Fill Out a Financial Affidavit in Connecticut
You will be required to fill out a financial affidavit in a number of different circumstances, such as in divorce or custody cases, or a legal separation. The form is a full statement of your financial affairs, including income, expenses, assets and liabilities. When you fill out and sign such an affidavit for any transaction in Connecticut you must ensure that you use the correct form, complete it fully and sign it before a notary or clerk of the court.
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Instructions
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Visit the website of the Connecticut Judicial Branch. The website is listed in the Resources section below.
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Download Form JD-FM-06. It can be helpful to print out at least two copies, so that you have one to use as a rough draft.
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Gather paperwork that you may need in filling out the form. This can include pay slips, bank statements, life insurance and retirement account statements, and recent bills. You will also need handy the docket number and name of your case, the date of the hearing and the address of the court in which it's being held.
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Fill in your full name where it asks for the Name of Affiant. Note whether you are the plaintiff (you brought the case), or the defendant (you are answering a case brought by someone else).
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Fill in your weekly income. This is where you'll need your payslip. You will need to note your gross income, before taxes and deductions; the deductions taken from your wage, such as federal and state tax, FICA and benefit costs; and your net wage, which is your take-home pay.
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Fill in your weekly expenses. For any bills you pay on a monthly basis, remember to divide the bill amount by 4.3. You will need information on your housing costs (rent or mortgage), utilities, insurance, medical expenses, child support and alimony, transportation, food, clothing and miscellaneous expenses. For any amounts that you have to estimate, write "estimated" after the amount you fill in.
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Fill in your outstanding debts, under the "Liabilities" section. Remember to include credit card bills, student loans and overdue utility or medical expenses. Again the form will ask for a weekly expense, so if the bill is paid monthly, divide by 4.3.
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List out the value of your assets. This will include your home or any other real estate you own, your car or other vehicles, any significant personal property such as jewelry or antiques, stocks or bonds, retirement accounts, life insurance and the balance in your bank accounts.
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Write in the name of your health insurer along with your policy number and the number of people covered under the policy.
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Read the form over again to ensure you have completed every relevant section, and totaled up the amounts requested correctly.
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Do not sign the form once it is completed. Take it to a notary public, or the clerk of the court, and sign it in her presence after swearing to its contents.
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Make and keep several photocopies of the completed form before giving the original to the clerk of the court.
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Tips & Warnings
Make every effort to be as accurate as you possibly can when filling out your financial affidavit. Since it is notarized, it is regarded as your sworn statement and any misstatement or omission can be regarded by the court as perjury.
