Fillable Printable Divorce Financial Statement - West Virginia Judiciary

Divorce Financial Statement - West Virginia Judiciary

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 1 of 10

IN THE FAMILY COURT OF

COUNTY, WEST VIRGINIA

IN RE:

The Marriage / Children Of:

Civil Action No.

Petitioner (First/Middle/Last)

and

Respondent (First/Middle/Last)

FINANCIAL STATEMENT

This form MUST be completed in ALL DIVORCE, CHILD SUPPORT, AND PATERNITY

CASES.

The Petitioner and the Respondent must each complete one of these forms.

The completed form MUST be filed in the Circuit Clerk's Office at the time of filing the Petition

for Divorce and/or the Answer to Divorce Petition, and a copy must be served on the opposing party. If

the Bureau For Child Support Enforcement is a party, a copy of the completed form must also be

served on their local office.

If your case involves minor children, or either party requests spousal support, you MUST file

the following information WITH your completed Financial Statement.

1. A copy of your most recent wage or salary stub showing gross pay, deductions for taxes and other

items, and net pay for a normal pay period, and for the year-to-date;

2. Copies of your and your spouse's complete income tax returns for the two years immediately preceding

the date the petition was filed, together with copies of the federal Form W-2 for those years; and a copy

of the Form W-2 for the most recent year for which that form is available, even if a tax return has not

yet been filed for that year;

3. For self-employed persons and business owners, a copy of a current financial statement showing gross

income, expenses, and net income;

4. Copies of any invoices or receipts showing the cost of any extraordinary medical expenses for the party

or the children, of any child care expenses, and of any expenses necessitated by the special needs of the

children.

If the information you provide in this form changes, or any information you file along with this

form changes, you MUST immediately provide the new information. Any updates or changes to the

financial statement must be filed in the Circuit Clerks office, and a copy served on the opposing party,

pursuant to the scheduling order of the Court. If you do not have a scheduling order, then the

information must be filed at least 5 days prior to any hearing.

The information you provide on this form is ONLY for use in the judicial system, and is

required by law and court rule to be kept CONFIDENTIAL.

Check this box if you have filed the Affidavit for Withholding Identifying Information.

If this box is checked you do not have to provide your home or employment address or telephone.

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 2 of 10

Read each question carefully. Provide all requested information. Write or print clearly. After you

have completed the form, you MUST sign the Verification on the last page before a Notary Public.

Full Name:

Date of Birth:

Address:

Phone Number:

( )

Age:

Any Physical or Mental Disability:

Education:

Less than High School High School or Equivalent Vocational

College

Postgraduate

Employer:

Type of Work:

Employer Address:

Phone Number:

( )

Date Employed:

Gross Pay Per Pay Period: $

Paid:

Weekly Every Two Weeks

Twice a Month Monthly

Yes No:

Do you receive TANF benefits? If "Yes," list monthly amount: $

YOUR INCOME: You MUST attach written documentation for all income. For wage earning employees

who work fluctuating hours and/or overtime, provide wage history of at least six months, or length of most

recent employment, whichever is less. Wage/salary history MUST be documented by W-2 forms, and/or

year-to-date figures on the most recent pay stubs. For self-employed individuals, income MUST be verified

by documents which show gross income and expenses.

INCOME

SOURCE

MONTHLY

AMOUNT

INCOME

SOURCE

MONTHLY

AMOUNT

1. Salary $ 6. Payments from a Pension Plan $

2. Wages $ 7. Social Security, SSI $

3. Commissions $ 8. Severance Pay, Unemployment $

4. Bonuses $ 9. Worker's Compensation $

5. Tips $ 10. Other (explain below) $

Other Income (from No. 10):

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 3 of 10

PROPERTY

List ALL property in which you, and /or your spouse have an interest. In the “Who owns?” column, check

“M” for marital property; “P” if separate property of Petitioner; “R” if separate property of Respondent.

PROPERTY

DESCRIPTION

MARKET

VALUE

AMOUNT

OWED

WHO

OWNS

Marital Home $ $ M P R

Other Real Estate $ $ M P R

Mobile Home $ $ M P R

Motor Vehicles $ $ M P R

$ $ M P R

Household Goods $ $ M P R

Checking Accounts $ $ M P R

Saving Accounts / CDs $ $ M P R

Money Market Certificates $ $ M P R

Stocks $ $ M P R

Credit Union Accounts $ $ M P R

Profit Sharing Plans $ $ M P R

Trusts $ $ M P R

Stocks / Mutual Funds $ $ M P R

Bonds $ $ M P R

Pension Plans $ $ M P R

IRA / SEP Accounts $ $ M P R

Whole Life Insurance $ $ M P R

Annuities $ $ M P R

Guns $ $ M P R

Tools $ $ M P R

Jewelry $ $ M P R

Personal Property Not Located In Marital Home $ $ M P R

*Other $ $ M P R

$ $ M P R

*Other includes, but is not limited to: coin collections; art; state and federal tax refunds; money owed to you

or your spouse; business interests; money expected from a lawsuit or settlement; education benefits; patents;

copyrights; royalties; contents of safe deposit boxes; and anything else of value.

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 4 of 10

PROPERTY CONVEYED TO OTHERS

List all real or personal property with a value of $500.00 or more that was sold, given away, or otherwise

transferred by you and/or your spouse within the last 5 years. Describe each such item; list market value

when transferred; list type of transfer; provide name of the person to whom property was transferred; list

amount received.

DEBTS

List all debts owed by you, and/or your spouse. In the “Whose debt?” column, check “M” for marital debt;

“P” if separate debt of Petitioner; “R” if separate debt of Respondent.

OWED

TO WHOM?

AMOUNT

OWED

FOR

WHAT?

SECURED

BY?

WHOSE

DEBT?

$ M P R

TOTAL OWED: $ TOTAL OF ALL MONTHLY PAYMENTS: $

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 5 of 10

CHILDREN

List the names; ages; birth dates; and social security numbers of all minor children involved in this case.

Then, answer the list of questions below about the children.

NAME AGE DATE OF BIRTH SOCIAL SECURITY NO.

/ - -

Yes No:

Do your children receive social security benefits?

If "Yes," list amount per month: $

Yes No:

Do your children receive income or wages?

If "Yes," list amount per month: $

Yes No:

Do your children have any special needs that result in extraordinary expenses that should be

taken into account when the court sets the amount of child support?

If "Yes," explain:

Yes No:

Are child care expenses currently being paid so that the parent who takes care of the children

can work or seek work?

If "Yes," how much per month: $

You MUST attach receipts.

Yes No:

Are you the parent of minor children OTHER than the minor children involved in this case?

Yes No:

Do you provide support for any disabled adult children?

If "Yes," list these children's names, ages, the nature of their disability, and the amount of

support you provide each month. You must attach receipts or other documentation for the

support you provide.

NAME AGE

AMOUNT

PER MONTH

NATURE OF DISABILITY

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 6 of 10

HEALTH INSURANCE

Yes No:

Is health insurance available to you through your employment?

If you answered "No," you MUST provide written verification from your employer that

health insurance is not available to you. If you have health insurance from ANY source,

you MUST complete the following table.

INSURANCE COMPANY NAME ADDRESS

POLICY NUMBER GROUP NUMBER OTHER ID NO. RESTRICTIONS

PERSONS COVERED DEDUCTIBLES

CHILDREN'S PORTION

OF PREMIUM (AMT)

$ $

Yes No:

Do you have recurring, out-of-pocket health expenses for yourself or your children that are

not covered by insurance?

If "Yes," you MUST attach documents that verify these expenses.

CHILD SUPPORT PAYMENTS

Yes No:

Do you currently pay court-ordered child support payments for any children OTHER than

the children involved in this case?

If "Yes," you MUST attach a copy of the Support Order, and records showing your payment

history; and you must list the following information for each child: full name; birth date;

social security number; monthly payment for that child.

FULL NAME DATE OF BIRTH SOCIAL SECURITY NO.

MONTHLY

PAYMENT

/ - - $

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 7 of 10

SPOUSAL SUPPORT

If you are requesting spousal support, you MUST complete the following list of monthly expenses. These are

the amounts you now pay if you are living separate from your spouse. If you have not yet separated, list the

amounts you estimate you will have to pay when you do separate.

MONTHLY EXPENSES

ITEM

MONTHLY

AMOUNT

ITEM

MONTHLY

AMOUNT

Credit Card Payments/Other

Payments on Unsecured Debts:

$ Rent or Mortgage: $

Car Payments: $ Home Repair / Maintenance: $

Car Repairs: $ Electric: $

Car Insurance: $ Water / Sewer: $

Gasoline: $ Gas: $

Food: $ Trash: $

Clothing: $ TV / Cable: $

Child Care: $ Telephone: $

Health Insurance: $ Entertainment / Recreation: $

Other Insurance: $ Explain:

Medical / Health

Not Covered By Insurance:

$ Explain:

Other: $ Explain:

TOTAL MONTHLY EXPENSES: $

IF EITHER YOU OR YOUR SPOUSE IS REQUESTING SPOUSAL SUPPORT, YOU MUST

COMPLETE THE REST OF THIS FORM.

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 8 of 10

PETITIONER INFORMATION

PETITIONER'S EDUCATION

Yes No:

Graduate from high school?

If "Yes," what year?

Yes No:

Receive a GED?

If "Yes," what year?

Yes No:

Graduate from technical or trade school?

If "Yes," list type of training or degree and year received.

Yes No:

Graduate from college?

If "Yes," list degree and year received.

Yes No:

Receive a post-graduate degree?

If "Yes," list degree and year received.

PETITIONER'S EMPLOYMENT HISTORY

List last four jobs. List employer; position held; dates employment began and ended; and monthly salary.

EMPLOYER POSITION BEGIN DATE END DATE

MONTHLY

GROSS INCOME

/ $

PETITIONER'S HEALTH

Petitioner's Age:

Petitioner's physical health is:

Excellent

Good Poor.

If "Poor," explain:

Petitioner's mental and emotional health is:

Excellent

Good Poor.

If "Poor," explain:

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 9 of 10

RESPONDENT INFORMATION

RESPONDENT'S EDUCATION

Yes No

Graduate from high school?

If "Yes," what year?

Yes No

Receive a GED?

If "Yes," what year?

Yes No:

Graduate from technical or trade school?

If "Yes," list type of training or degree and year received.

Yes No

Graduate from college?

If "Yes," list degree and year received.

Yes No

Receive a post-graduate degree?

If "Yes," list degree and year received.

RESPONDENT'S EMPLOYMENT HISTORY

List last four jobs. List employer; position held; dates employment began and ended; and monthly salary.

EMPLOYER POSITION BEGIN DATE END DATE

MONTHLY

GROSS INCOME

/ $

RESPONDENT'S HEALTH

Respondent's Age:

Respondent's physical health is:

Excellent

Good Poor.

If "Poor," explain:

Respondent's mental and emotional health is:

Excellent

Good Poor.

If "Poor," explain:

SCA-FC-106: Financial Statement

Review Date: 05/2014; Revision Date: 05/2014; WVSCA Approved: 06/17/2014

Page 10 of 10

OBTAINING ADDITIONAL EDUCATION OR TRAINING

Yes No:

Would additional training and/or education help the party seeking spousal support to

increase earning ability within a reasonable time?

If "Yes," explain what type of training or education; the estimated yearly cost of such training or education;

and the length of time it would take to complete this training or education:

ADDITIONAL INFORMATION

Explain why you think spousal support should be awarded, or denied:

VERIFICATION

, after making an oath of affirmation to tell the truth, say that

the facts I have stated in this Financial Statement are true to the best of my personal knowledge and belief;

and if I provided information from others, I believe that information to be true.

I understand that deliberately failing to provide complete disclosure, and knowingly providing

incorrect information constitute the crime of false swearing.

Signature

This Verification was sworn to or affirmed before me on the _______ day of _________________, 20_____.

Notary Public / Other Official

CERTIFICATE OF SERVICE

State of West Virginia

County of ____________________________

I, ______________________________, the person completing this Financial Statement, mailed copies

of the Financial Statement and all attached documents, by first class mail, postage paid, to:

_____________________________________, at the address of _____________________________________

on the _______ day of ______________________________, 20_____.

Signature Date

My commission expires: ___________________________________.