Remember to save your form. You can return to it later or email the link to yourself. Once completed, please ensure to submit the form.
Please list all types of income you receive. Include wages, self-employment income, benefits, pensions, rental income, maintenance payments, or any other regular income. If you have more than one type of income, list each one separately.
Please list your regular monthly expenses. Include rent or mortgage payments, utility bills, loan repayments, credit card payments, child or spousal maintenance, insurance, and day-to-day living costs such as food, transport, and childcare. This information will help show your monthly financial commitments.
List any debts you have. Do not include mortgages or overdrawn bank or savings accounts. Include credit cards, store cards (even if nothing is owed), loans, and hire purchase. If a debt is shared, name the other person and say how much is your share.
Complete this section in respect of the family home (the last family home occupied by you and your spouse/civil partner) if it remains unsold.
Complete this section if you have buy to let or any investment property in the UK.
If you have multiple bank account, please add
Provide any pension plan details
Please provide any personal belongings of high value
Please review this summary of your finances, including your income, expenses, assets, and liabilities.If anything doesn’t look right or seems unclear, go back and check the relevant section.
Please upload or email copies of the following documents to support your financial information.Each document should cover at least the past 12 months, where applicable
Please read the following carefully before ticking the boxes and submitting your form.Full and honest disclosureI understand that this financial form is intended to help create an accurate summary of my financial situation. I confirm that:
Purpose of disclosureI understand that:
Importance of honesty and the ‘Clean Break’I understand that:
ConsentPlease tick both boxes below to confirm your understanding and agreement:
I confirm that the information I have provided in this form is complete, accurate, and truthful to the best of my knowledge.
I give consent for this information, and any supporting documents, to be shared with the other person as part of financial disclosure, following completion of the OFS and with mutual consent.