Financial Disclosure Affidavit

Financial Disclosure Affidavit

I, [Your Name], residing at [Your Company Address], do hereby solemnly affirm and declare the following:

1. Personal Information:

  • Name: [Your Name]

  • Date of Birth: [Your Birthdate]

  • Social Security Number: 123-45-6789

  • Contact Information: [Your Company Number]

2. Financial Information:

  • Income: My annual gross income is $75,000, derived from employment.

  • Assets: I possess various assets including:

    • Real Estate: Residential property valued at $250,000

    • Vehicles: 2050 Toyota Camry valued at $15,000

    • Bank Accounts: Wells Fargo - $10,000, Chase - $5,000

    • Investments: Stocks and bonds valued at $50,000

  • Liabilities: I have the following liabilities:

    • Mortgages: Outstanding mortgage balance of $150,000

    • Loans: Personal loan with an outstanding balance of $5,000

    • Credit Card Balances: Total credit card balance owed is $3,000

3. Monthly Expenses:

  • Housing: $1,500 (mortgage payment)

  • Utilities: $200

  • Transportation: $300

  • Food: $500

  • Insurance: $150

  • Other Expenses: $200

I hereby certify that the above-stated information is true and accurate to the best of my knowledge and belief. I understand that any false statements made herein are subject to penalties of perjury.


[Your Name]

[Date Signed]

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