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Financial Disclosure Statement
Free financial disclosure statement template — a comprehensive statement of a person's assets, liabilities, income, and expenses, often used in divorce or litigation.
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This free financial disclosure statement covers Assets, Liabilities, Monthly Income, Monthly Expenses, Certification with 7 clearly marked [placeholder] fields to fill in — built for small businesses and individuals documenting a loan or expense putting financial terms in writing so both sides have a clear, shared record. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.
Financial Disclosure Statement
Name: [Name] · Date: [Date]
Assets
| Asset | Description | Estimated Value |
|---|---|---|
| Real estate | [Description] | [Amount] |
| Bank accounts | [Description] | [Amount] |
| Investments/retirement | [Description] | [Amount] |
| Vehicles | [Description] | [Amount] |
| Other | [Description] | [Amount] |
| Total Assets | [Amount] |
Liabilities
| Liability | Creditor | Balance |
|---|---|---|
| Mortgage | [Creditor] | [Amount] |
| Credit cards | [Creditor] | [Amount] |
| Loans | [Creditor] | [Amount] |
| Total Liabilities | [Amount] |
Monthly Income
| Source | Amount |
|---|---|
| [Source] | [Amount] |
Monthly Expenses
| Category | Amount |
|---|---|
| [Category] | [Amount] |
Certification
I certify that the information above is true and complete to the best of my knowledge.
Signature: ______________________ Date: ____________
*This document is provided for informational and educational purposes only and does not constitute legal advice. In a divorce or litigation context, courts require this to be complete and accurate — omitting an asset, even unintentionally, can lead to sanctions or the disclosure being reopened later when discovered.*
Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.
What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 5 standard sections: Assets, Liabilities, Monthly Income, Monthly Expenses, Certification
- 7 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Includes a signature block, ready to print or sign digitally
- Fixed docstoc.io footer on every PDF (not removable)
Who this template is for
Freelancers & solo founders
Handling routine business paperwork without commissioning custom legal drafting for every document.
Small businesses
Standardizing recurring documents — leases, agreements, notices — across a growing operation.
Anyone reviewing before signing
Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.
Informal lending & reimbursements
Money changing hands between people or a business and its team, without a bank's paperwork.
FAQ
Is this financial disclosure statement template really free?
Yes. Like every template in docstoc's library, this financial disclosure statement is free to use, with no account or signup needed to view, edit, or download it.
What does this financial disclosure statement cover?
This finance template includes Assets, Liabilities, Monthly Income, Monthly Expenses. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.
Is this legal advice?
No. Financial documents like this can touch usury limits, lending disclosure rules, or tax treatment that vary by state and by amount — details a general template can't know. Have an accountant or attorney review the actual terms before money changes hands based on this.
Can I edit the wording?
Yes — edit directly on the page, adjust any section or clause, and re-fill the 7 placeholder fields to match your situation before downloading a PDF. It's a starting structure, not a rigid script.
Where can I find more free templates like this?
Browse more free finance and related document templates in the docstoc library at /document-templates/.
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Why use this instead of a generic template
Security
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Legality
Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.
Privacy
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Speed
Copy the subject and body directly — no form to fill in, no export step, no waiting on a download link.
Mobile-friendly
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API available
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