Get Financial Affidavit (long Form) - Raymond James

Filling out the Financial Affidavit (Long Form) - Raymond James is an important step in financial disclosure. This guide provides a clear and supportive method to assist users in completing the document accurately and efficiently.

Follow the steps to complete your Financial Affidavit with confidence.

1. Click ‘Get Form’ button to access the Financial Affidavit and open it in your editor.
2. Begin with Section I: Income. Fill in your date of birth and your occupation. Select applicable employment status — unemployed, employed, or retired. If employed, provide details such as your employer's address, pay rate, and anticipated job changes. Ensure to check the box if you have multiple jobs and include details on a separate sheet.
3. List your last year’s gross income and the present monthly gross income by providing monetary values for various income sources such as salary, bonuses, business income, benefits, and alimony received.
4. Proceed to present monthly deductions, entering amounts for taxes, retirement contributions, health insurance, and any support payments. Calculate total deductions and obtain your present net monthly income by subtracting total deductions from total income.
5. In Section II: Average Monthly Expenses, estimate your household expenses including mortgage or rent, utilities, groceries, and other monthly costs. Be sure to designate any estimates clearly.
6. Complete any related sections regarding automobile expenses or children's expenses, ensuring thorough descriptions for accurate reporting.
7. After detailing any liabilities in Section III: Assets and Liabilities, list all assets with corresponding values and any debts you owe. Indicate if there are any items you believe should not be divided if this is in connection with a dissolution of marriage.
8. Finalize by verifying the total present monthly net income and total monthly expenses. Calculate surplus or deficit based on that information.
9. Conclude by signing and dating the affidavit, ensuring you have all required certifications in place. If applicable, include the identification of any nonlawyers who assisted you.
10. Review the entire document for accuracy, save your changes, and be prepared to download, print, or share the completed form as required.

Ensure your financial information is accurately represented by completing your Financial Affidavit online today.