Fillable Indiana Financial Form Create Your Indiana Financial

Fillable Indiana Financial Form

The Indiana Financial Form is a verified financial disclosure statement required by the Circuit and Superior Courts of Porter County in marriage-related cases. This form collects essential information regarding the financial circumstances of both parties, including income, expenses, and health insurance details. Completing this form accurately is crucial for ensuring fair outcomes in legal proceedings, so be sure to fill it out by clicking the button below.

Create Your Indiana Financial

Documents used along the form

When navigating financial matters during a divorce or separation in Indiana, several key forms and documents accompany the Indiana Financial form. Each of these documents serves a specific purpose, helping to ensure that all financial aspects are accurately represented and considered by the court.

  • Indiana Child Support Guideline Worksheet: This worksheet is essential for calculating the appropriate amount of child support. It takes into account the income of both parents, the number of children, and various expenses related to their care. The completed worksheet must be submitted alongside the financial declaration.
  • Motor Vehicle Bill of Sale: This form is crucial for documenting the sale of a vehicle, ensuring that the transfer of ownership is legally recognized. For more information, visit legalpdf.org.
  • Affidavit of Financial Disclosure: This document requires both parties to provide a sworn statement detailing their financial situation. It includes assets, liabilities, income, and expenses, ensuring transparency in the financial disclosure process.
  • Income Verification Documents: These can include pay stubs, tax returns, and bank statements. Such documents substantiate the income reported on the financial declaration, providing a clearer picture of each party's financial standing.
  • Asset and Liability Statement: This statement lists all assets and debts owned by both parties. It is crucial for determining the division of property and ensuring that all financial obligations are addressed during the divorce proceedings.
  • Health Insurance Coverage Documentation: This includes any relevant information about health insurance plans, premiums, and coverage details for both parents and children. It is vital for understanding ongoing health care costs and obligations.

By utilizing these forms and documents, individuals can better navigate the complexities of financial disclosure in divorce proceedings. Each piece plays a critical role in ensuring that the court has a comprehensive understanding of the financial circumstances involved.

Common mistakes

  1. Incomplete Information: Failing to fill in all required fields can lead to delays. Ensure that every section, especially personal details, is completed.

  2. Incorrect Dates: Providing wrong dates for marriage, separation, or filing can create confusion. Double-check all dates for accuracy.

  3. Missing Income Sources: Not listing all sources of income can result in an incomplete financial picture. Include every source, from salaries to side jobs.

  4. Neglecting Deductions: Forgetting to itemize deductions from gross income can inflate your disposable income. Carefully list all deductions to reflect accurate financial status.

  5. Omitting Health Care Information: Failing to provide details about health insurance coverage can lead to misunderstandings. Include all relevant health care expenses and providers.

  6. Not Listing Children: Forgetting to include children and their details may impact child support calculations. Make sure to provide names, ages, and Social Security numbers.

  7. Ignoring the Indiana Child Support Guideline Worksheet: Not preparing or attaching this worksheet can complicate child support assessments. Ensure it is completed and submitted on time.

  8. Failure to Review: Skipping a final review of the form can lead to simple mistakes. Always take a moment to check for errors or omissions before submission.

Key takeaways

  • Ensure that all personal information is filled out accurately. This includes names, addresses, and Social Security numbers for both parties and any children involved.

  • Health insurance details are crucial. List the name of the insurance company, the weekly cost of premiums, and any extraordinary health care concerns for family members.

  • Provide a complete income summary. Include all sources of income such as salary, pensions, and any public assistance. Be thorough in detailing your financial situation.

  • Itemize your weekly deductions carefully. This includes taxes, insurance, and any other mandatory or optional contributions. Accurate deductions will help in calculating your disposable income.

  • Attach the Indiana Child Support Guideline Worksheet if applicable. This should be done within ten days of submitting the financial form to ensure compliance with court requirements.

Form Breakdown

Fact Name Details
Purpose of the Form The Indiana Financial Declaration Form is used to provide a comprehensive financial disclosure during divorce proceedings, ensuring both parties are transparent about their financial situations.
Governing Laws This form is governed by Local Rule 18 of the Porter Superior Court and Indiana Trial Rules 26, 33, 34, 35, and 37, which outline the requirements for financial disclosures in family law cases.
Required Information Parties must provide detailed information, including income, expenses, health insurance details, and employment history, to facilitate fair proceedings.
Child Support Considerations In cases involving child support, the form requires the attachment of an Indiana Child Support Guideline Worksheet, which must be submitted within ten days of exchanging the Financial Declaration Form.

Check out More Forms

Form Example

FINANCIAL DECLARATION FORM

STATE OF INDIANA: CIRCUIT AND SUPERIOR COURTS

OF PORTER COUNTY

IN RE THE MARRIAGE OF:

Cause Number:

Petitioner,

And

Respondent

In accordance with Local Rule 18 of the Porter Superior Court and Indiana Trial Rules 26, 33, 34, 35 and 37, the undersigned, Petitioner or Respondent, hereby submits the following

VERIFIED FINANCIAL DISCLOSURE STATEMENT:

FINANCIAL DECLARATION OF

 

 

 

 

 

 

 

 

Dated:

 

I. PRELIMINARY INFORMATION:

 

 

 

 

 

 

 

 

 

Husband:

 

 

Wife:

 

Address:

 

 

Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Soc. Sec. No.:

 

 

Soc. Sec No.:

 

Badge/Payroll No.:

 

 

Badge/Payroll No.:

 

Occupation:

 

 

Occupation:

 

Employer:

 

 

Employer:

 

Birth Date:

 

 

Birth Date:

 

 

 

 

 

 

Date of Marriage:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Physical Separation:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Filing:

 

 

 

 

 

 

 

 

 

 

Children:

 

 

 

 

 

Name:

 

Age:

 

DOB:

 

SSN:

Name:

 

Age:

 

DOB:

 

SSN:

Name:

 

Age:

 

DOB:

 

SSN:

1

II. HEALTH INSURANCE INFORMATION:

Name and Address of health care insurance company:

Name all persons covered under plan(s):

Weekly cost of total health insurance premium:

Weekly cost of health insurance premium for children only:

Name of the children’s health care providers:

The names of the schools and grade level for each child are:

List any extraordinary health care concerns of any family member:

List any educational concerns of any family member:

III.INCOME INFORMATION:

A.EMPLOYMENT HISTORY:

Current Employer:

Address:

Telephone No.:

 

 

 

 

Length of Employment:

 

 

 

Job Description:

 

 

 

 

 

 

 

 

 

 

Gross Income:

 

 

 

 

 

 

 

 

 

 

 

Per week

 

Bi-weekly

 

 

Per month

 

 

Yearly

Net Income:

 

 

 

 

 

 

 

 

 

 

 

Per week

 

Bi-weekly

 

 

Per month

 

 

Yearly

2

B.EMPLOYMENT HISTORY FOR LAST 5 YEARS:

Employer

 

Dates of Employment

 

Compensation (per wk/mo/yr)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C.INCOME SUMMARY:

1.GROSS WEEKLY INCOME from: Salary and wages, including commissions, bonuses, allowances, and over-time

Note: If paid monthly, determine weekly income by dividing monthly income by 4.3

Pensions & Retirement

Social Security

Disability and unemployment insurance

Public Assistance (welfare, AFDC payments, etc.)

Food Stamps

Child supports received for any child(ren) not both of the parties to this marriage

Dividends and Interest

Rents received

All other sources (specify)

TOTAL GROSS WEEKLY INCOME

2.ITEMIZED WEEKLY DEDUCTIONS: from gross income

State and Federal Income Taxes:

Social Security & Medicare Taxes:

Medical Insurance

 

 

 

Coverage:

Health

(

 

)

 

Dental

(

 

)

 

Eye Care

(

 

)

 

Psychiatric

(

 

)

3

Union or other dues:

Retirement:

Pension fund: Mandatory ( )Optional ( )

Profit sharing: Mandatory ( )Optional( )

401(K): Mandatory ( ) Optional ( )

SEP: Mandatory ( ) Optional ( )

ESOP: Mandatory ( ) Optional ( )

IRA: Mandatory ( ) Optional ( )

403 B: Mandatory ( ) Optional ( )

Child Support withheld from pay (not including this case)

Garnishments (itemize on separate sheet)

Credit Union debts

Direct Withdrawals Out of Paychecks:

Car Payments

Life Insurance

Disability Insurance

Thrift plans

Credit Union Savings

Bonds

Donations

Other (specify)

Other (specify)

TOTAL WEEKLY DEDUCTIONS:

3. WEEKLY DISPOSABLE INCOME:

(A minus B: Subtract Total Weekly Deduction from Total Weekly Gross Income)

IN ALL CASES INVOLVING CHILD SUPPORT: Prepare and attach an Indiana Child Support Guideline Worksheet (with documentation verifying your income); or, supplement with such a Worksheet within ten (10) days of the exchange of this Form.

IV. MONTHLY LIVING EXPENSES:

House

1.Rent (Mortgage)

2.2nd Mortgage

4

3.Line of Credit

4.Gas/Electric

5.Telephone

6.Water

7.Sewer

8.Sanitation (garbage)

9.Cable

10.Satellite

11.Internet

12.Taxes (real estate if not included in mortgage payment

13.Insurance (house if not included in mortgage payment)

14.Lawn Care/Snow Removal

Groceries

1.Food

2.Toiletries

3.Cleaning Products

4.Paper Products

Clothing

1.Clothes

2.Shoes

3.Uniforms

Health Care

1.Health Insurance not deducted from pay

2.Dental Insurance not deducted from pay

3.Doctor visits (non-insurance covered)

4.Dental visits (non-insurance covered)

5.Prescription Pharmaceutical (non-insurance covered)

5

6.Over-the-counter medicine

7.Glass/contact lenses

8.Other non-insurance covered health care (itemize)

Car & Travel

1.Car Payment

2.Gasoline

3.Oil/Maintenance

4.Insurance (car)

5.Car Wash

6.Tolls

7.Train/Bus

8.Parking Lot Fees

9.License Plates

Beauty Care

1.Hair Dress/Barber

2.Cosmetics

School Needs

1.Lunches

2.Books

3.Tuition/Registration

4.Uniforms

5.School Supplies

6.Extra-Curricular Activities

Infant Care

1.Diapers

2.Baby Food

6

Miscellaneous

1.Church Donations

2.Charitable Donations

3.Life Insurance

4.Babysitter

5.Newspapers & Magazines

6.Cigarettes

7.Dry Cleaning

8.Entertainment

9.Cell Phone

10.Dues/Subscriptions

11.Charge Cards

12.Other (specify)

SUB-TOTAL OF EXPENSES:

Average Weekly Expenses (multiply monthly expenses by 12 and divide by 52)

V. PROVISIONAL ARREARAGE COMPUTATIONS:

If you allege the existence of a child support, maintenance, or other arrearage, attach all records or other exhibits regarding the payment history and complete the child support arrearage.

You must attach a Child Support Guideline Worksheet to your Financial Declaration Form or one must be exchanged with the opposing party/counsel within 10 days of receipt of the other parties= Financial Declaration Form.

7

ASSETS

All property is to be listed regardless of whether it is titled in your name only or jointly of if the property you own is being held for you in the name of a third party.

VI. PROPERTY:

A. MARITAL RESIDENCE:

Description:

Location:

Date Acquired:

 

Titled:

 

Purchase Price:

 

Down Payment:

 

Source of down payment:

 

 

 

 

Current Indebtedness:

 

 

 

 

Monthly Payment:

 

 

 

 

Current Market Value:

 

 

 

 

B.OTHER REAL PROPERTY: (Complete B on a separate sheet of paper for each additional parcel of real estate owned etc.)

Description:

Location:

Date Acquired:

 

Titled:

 

Purchase Price:

 

Down Payment:

 

Source of down payment:

 

 

 

 

Current Indebtedness:

 

 

 

 

Monthly Payment:

 

 

 

 

Current Market Value:

 

 

 

 

8

C.PERSONAL PROPERTY: (motor vehicles, boats, motorcycles, furnishings, household goods, jewelry, firearms, etc. Household furnishings and household goods such as pots and pans need not

be itemized).

Description

Titled

Current Value

Indebtedness

Payment

Present User

VII. BANK ACCOUNTS:

Name

Type of Account

(Checking, Savings,

CD’s, etc.)

Owner

Account No.

Balance on Date of Filing

VIII. NON-RETIREMENT SECURITIES: (stocks, bonds, mutual funds, etc.)

Name

Type of Account

(Money Mkt, Stocks,

Bonds, Mutual Funds)

Owner

Account No.

Value on date of filing

9

IX. LIFE INSURANCE POLICIES (whole life, variable life, annuities, term)

Company

Owner

Policy #.

Beneficiary

Face Value

Loan

Amount

Cash Value

X.RETIREMENT ACCOUNTS (Pension, Profit Sharing, 401(K), SEP, IRA, KEOGH, ESOP, etc.)

Company

Type of Plan

Owner

Account #

Vested (yes/no)

Value as of date of filing

XI. OTHER PROFESSIONAL OR BUSINESS INTERESTS:

Name of Business

Type (Corp., Part., Sole Owner

% Owned

Estimated Value

XII. MARITAL BILLS, DEBTS, AND OBLIGATIONS: (list every single bill, debt and obligation regardless of whether the bill is title in your name, your spouse=s name, or jointly. Please include all mortgages, 2nd mortgages, home equity loans, charge cards, other loans, credit union loans, car payments, and unpaid medical bills, etc. Do not include monthly expenses such as utilities that are paid in full every month).

Creditor

Description

Acct. #

Monthly

Payment

Balance as of

Date of Filing

Current

Balance

10