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The Florida Financial Affidavit Short 12.902(b) form plays a crucial role in various legal proceedings, particularly in family law cases such as divorce or child support determinations. This form is designed to provide a clear and concise overview of an individual's financial situation. It requires the disclosure of income, expenses, assets, and liabilities, allowing the court to assess a person's financial standing accurately. By filling out this form, individuals can demonstrate their financial needs or capabilities, which can significantly influence the outcome of their case. The form is streamlined for those with simpler financial circumstances, ensuring that it remains accessible and easy to complete. Accurate completion of the 12.902(b) form is essential, as it serves as a foundation for negotiations and decisions regarding alimony, child support, and equitable distribution of marital assets. Understanding the components and requirements of this affidavit is vital for anyone navigating the complexities of family law in Florida.

Key takeaways

Filling out the Florida Financial Affidavit Short 12.902(b) form is an important step in various legal processes, especially in family law cases. Here are some key takeaways to keep in mind:

  1. Understand the Purpose: This form is used to provide a snapshot of your financial situation. It helps the court assess your income, expenses, assets, and liabilities.
  2. Be Accurate: Ensure all information is correct. Inaccurate details can lead to complications or delays in your case.
  3. Gather Necessary Documents: Collect pay stubs, bank statements, and any other financial documents before starting to fill out the form. This will make the process smoother.
  4. Complete All Sections: Fill out every section of the form. Missing information can create issues and may require you to resubmit the form.
  5. Use Clear Language: Write clearly and legibly. If the court cannot read your responses, it may cause problems.
  6. Double-Check Your Math: Review all calculations carefully. Simple math errors can affect your financial picture.
  7. Sign and Date: Don’t forget to sign and date the form. An unsigned form is not valid.
  8. File on Time: Make sure to submit the form by the deadline set by the court. Late submissions can hinder your case.
  9. Seek Help if Needed: If you have questions, consider reaching out for assistance. Legal aid organizations or professionals can provide guidance.

By keeping these points in mind, you can navigate the process of filling out the Florida Financial Affidavit Short 12.902(b) form more effectively.

Dos and Don'ts

When filling out the Florida Financial Affidavit Short 12.902(b) form, it's important to approach the task with care. This document is crucial for various legal proceedings, especially in family law cases. Here’s a helpful list of dos and don’ts to guide you through the process.

  • Do provide accurate and complete information. This ensures that the court has a clear understanding of your financial situation.
  • Do double-check your calculations. Simple errors can lead to complications or delays in your case.
  • Do sign and date the form before submitting it. An unsigned form may be considered incomplete.
  • Do attach any required supporting documents. These may include pay stubs, bank statements, or tax returns.
  • Don't leave any sections blank unless instructed. If a question does not apply to you, indicate that clearly.
  • Don't exaggerate or understate your financial situation. Honesty is crucial, as discrepancies can lead to legal repercussions.

By following these guidelines, you can help ensure that your financial affidavit is filled out correctly and efficiently. This will facilitate a smoother legal process and contribute to a fair outcome in your case.

Documents used along the form

The Florida Financial Affidavit Short 12.902(b) form is a crucial document used in family law cases, particularly during divorce proceedings. It provides a detailed account of an individual’s financial situation. However, several other forms and documents are often required alongside this affidavit to ensure a comprehensive understanding of the financial circumstances involved. Below is a list of these related documents.

  • Florida Family Law Financial Affidavit Long (12.902(a)): This is a more detailed version of the financial affidavit that requires extensive information about income, expenses, assets, and liabilities. It is typically used when there are complex financial situations or significant assets involved.
  • Notice of Social Security Number (12.902(c)): This form is used to provide the court with the social security numbers of the parties involved. It helps maintain accurate records and is often required for identification purposes.
  • Certificate of Compliance with Mandatory Disclosure (12.932): This document certifies that both parties have complied with the mandatory disclosure requirements, which include sharing financial documents and information necessary for the case.
  • Financial Disclosure Form: While not a standard form, this document may be required by some courts to disclose additional financial information that may not be covered in the financial affidavits.
  • Application for Replacement License Plate(s) and/or Registration Sticker: This form serves vehicle owners needing to replace their lost or damaged plates, emphasizing accurate submissions and potential legal consequences. For more details, visit texasformspdf.com/fillable-texas-vtr-60-online.
  • Income Verification Documents: These may include pay stubs, tax returns, or other proofs of income that provide evidence of an individual’s earnings and financial stability.
  • Property Valuation Documents: These documents provide appraisals or valuations of real estate or other significant assets. They help establish the worth of assets in the division process during a divorce.
  • Child Support Guidelines Worksheet: This worksheet is used to calculate the appropriate amount of child support based on the income of both parents and the needs of the child. It is essential for ensuring that financial obligations are met fairly.
  • Marital Settlement Agreement: This document outlines the terms agreed upon by both parties regarding the division of assets, debts, and any support obligations. It is often presented to the court for approval.

Understanding these documents can significantly aid individuals in navigating the complexities of family law cases in Florida. Each form plays a vital role in providing a clear picture of the financial circumstances, ensuring that the court can make informed decisions. Properly completing and submitting these documents is essential for a smooth legal process.

Things to Know About This Form

What is the Florida Financial Affidavit Short 12.902(b) form?

The Florida Financial Affidavit Short 12.902(b) form is a legal document used in family law cases, particularly during divorce or child support proceedings. It provides a concise summary of an individual's financial situation, including income, expenses, assets, and liabilities. This form helps the court assess financial needs and obligations.

Who needs to fill out the 12.902(b) form?

This form is typically required for individuals who are involved in divorce or child support cases in Florida. If you are seeking financial relief or have financial obligations to meet, you will likely need to complete this affidavit. It is essential for both parties to provide a clear picture of their financial circumstances.

How do I complete the 12.902(b) form?

To complete the 12.902(b) form, follow these steps:

  1. Gather all necessary financial documents, including pay stubs, bank statements, and tax returns.
  2. Fill out the form accurately, providing details about your income, expenses, assets, and debts.
  3. Be honest and thorough; any discrepancies can lead to legal issues.
  4. Sign and date the form before submitting it to the court.

Where do I submit the 12.902(b) form?

You must submit the completed 12.902(b) form to the appropriate family court in your county. Check with the court clerk's office for specific submission procedures, as they may vary by location. Additionally, keep a copy for your records.

What happens after I submit the form?

Once you submit the 12.902(b) form, the court will review it as part of your case. The information provided will be used to determine financial support obligations and any other financial matters related to your case. Be prepared for a potential hearing where both parties may discuss their financial situations.

Can I amend the 12.902(b) form after submission?

Yes, you can amend the 12.902(b) form if your financial situation changes or if you discover an error after submission. To do this, you will need to fill out a new form and submit it to the court. Ensure that you notify the court and the other party involved in the case about the changes.

Is there a fee associated with filing the 12.902(b) form?

Filing the 12.902(b) form itself does not typically incur a separate fee; however, there may be general filing fees associated with your family law case. Check with your local court for the most accurate information regarding fees and payment methods.

Preview - Florida Financial Affidavit Short 12.902(b) Form

INSTRUCTIONS FOR FLORIDA FAMILY LAW RULES OF PROCEDURE FORM 12.902(b), FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM) (01/15)

When should this form be used?

This form should be used when you are involved in a family law case which requires a financial affidavit and your individual gross income is UNDER $50,000 per year unless:

(1)You are filing a simplified dissolution of marriage under rule 12.105 and both parties have waived the filing of a financial affidavit;

(2)You have no minor children, no support issues, and have filed a written settlement agreement disposing of all financial issues; or

(3)The court lacks jurisdiction to determine any financial issues.

This form should be typed or printed in black ink. After completing this form, you should sign the form before a notary public or deputy clerk. You should file the original with the clerk of the circuit court in the county where the petition was filed and keep a copy for your records.

What should I do next?

A copy of this form must be served on the other party in your case within 45 days of being served with the petition, if it is not served on him or her with your initial papers. Service must be in accordance with Florida Rule of Judicial Administration 2.516.

Where can I look for more information?

Before proceeding, you should read “General Information for Self-Represented Litigants” found at the beginning of these forms. The words that are in bold underlinein these instructions are defined there. For further information, see Florida Family Law Rule of Procedure 12.285.

Special notes...

If you want to keep your address confidential because you are the victim of sexual battery, aggravated child abuse, aggravated stalking, harassment, aggravated battery, or domestic violence, do not enter the address, telephone, and fax information at the bottom of this form. Instead, file Request for Confidential Filing of Address, Florida Supreme Court Approved Family Law Form 12.980(h).

The affidavit must be completed using monthly income and expense amounts. If you are paid or your bills are due on a schedule which is not monthly, you must convert those amounts. Hints are provided below for making these conversions.

Instructions to Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

Hourly - If you are paid by the hour, you may convert your income to monthly as follows:

Hourly amount

x

Hours worked per week =

Weekly amount

Weekly amount

x

52 Weeks per year

=

Yearly amount

Yearly amount

÷

12 Months per year

=

Monthly Amount

Daily - If you are paid by the day, you may convert your income to monthly as follows:

Daily amount

x

Days worked per week

=

Weekly amount

Weekly amount

x

52 Weeks per year

=

Yearly amount

Yearly amount

÷

12 Months per year

=

Monthly Amount

Weekly - If you are paid by the week, you may convert your income to monthly as follows:

Weekly amount

x

52 Weeks per year

=

Yearly amount

Yearly amount

÷

12 Months per year

=

Monthly Amount

Bi-weekly - If you are paid every two weeks, you may convert your income to monthly as follows:

Bi-weekly amount

x

26

=

Yearly amount

Yearly amount

÷

12 Months per year

=

Monthly Amount

Semi-monthly - If you are paid twice per month, you may convert your income to monthly as follows:

Semi-monthly amount x

2

=

Monthly Amount

Expenses may be converted in the same manner.

Remember, a person who is NOT an attorney is called a nonlawyer. If a nonlawyer helps you fill out these forms, that person must give you a copy of a Disclosure from Nonlawyer, Florida Family Law Rules of Procedure Form 12.900(a), before he or she helps you. A nonlawyer helping you fill out these forms also must put his or her name, address, and telephone number on the bottom of the last page of every form he or she helps you complete.

Instructions to Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

IN THE CIRCUIT COURT OF THE

 

 

JUDICIAL CIRCUIT,

IN AND FOR

 

 

COUNTY, FLORIDA

 

 

 

 

Case No.: ______________________

 

 

 

 

Division: _______________________

 

,

 

 

 

Petitioner,

 

 

 

and

 

 

 

 

,

 

 

 

Respondent.

 

 

 

FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM)

(Under $50,000 Individual Gross Annual Income)

I, {full legal name}

 

 

 

 

, being sworn, certify that the following

information is true:

 

 

 

 

My Occupation:

 

 

 

Employed by: ___________________________

Business Address: ________________________________________________________________

Pay rate: $

 

( ) every week (

) every other week ( ) twice a month ( ) monthly

( ) other: ____________

 

 

 

___ Check here if unemployed and explain on a separate sheet your efforts to find employment.

SECTION I. PRESENT MONTHLY GROSS INCOME:

All amounts must be MONTHLY. See the instructions with this form to figure out money amounts for anything that is NOT paid monthly. Attach more paper, if needed. Items included under “other” should be listed separately with separate dollar amounts.

1.$______ Monthly gross salary or wages

2.______ Monthly bonuses, commissions, allowances, overtime, tips, and similar payments

3._______Monthly business income from sources such as self-employment, partnerships, close corporations, and/or independent contracts (gross receipts minus ordinary and necessary expenses required to produce income) (Attach sheet itemizing such income and expenses.)

4._______Monthly disability benefits/SSI

5._______Monthly Workers’ Compensation

6._______Monthly Unemployment Compensation

7._______Monthly pension, retirement, or annuity payments

8._______Monthly Social Security benefits

9.______ Monthly alimony actually received (Add 9a and 9b)

9a. From this case: $ _______

9b. From other case(s): _______

10._______ Monthly interest and dividends

11._______Monthly rental income (gross receipts minus ordinary and necessary expenses

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

required to produce income) (Attach sheet itemizing such income and expense items.)

12._______ Monthly income from royalties, trusts, or estates

13._______ Monthly reimbursed expenses and in-kind payments to the extent that they reduce personal living expenses

14._______ Monthly gains derived from dealing in property (not including nonrecurring gains)

15._______ Any other income of a recurring nature (list source) _________________________

16.__________________________________________________________________________

17.$ _______ TOTAL PRESENT MONTHLY GROSS INCOME (Add lines 1–16)

PRESENT MONTHLY DEDUCTIONS:

18.$______Monthly federal, state, and local income tax (corrected for filing status and allowable dependents and income tax liabilities)

a.Filing Status ____________

b.Number of dependents claimed _______

19._______ Monthly FICA or self-employment taxes

20._______ Monthly Medicare payments

21._______ Monthly mandatory union dues

22._______ Monthly mandatory retirement payments

23._______ Monthly health insurance payments (including dental insurance), excluding portion paid for any minor children of this relationship

24._______ Monthly court-ordered child support actually paid for children from another relationship

25._______Monthly court-ordered alimony actually paid (Add 25a and 25b)

25a. from this case: $ _______

25b. from other case(s):$ _______

26.$_______ TOTAL DEDUCTIONS ALLOWABLE UNDER SECTION 61.30, FLORIDA STATUTES (Add lines 18 through 25).

27.$_______ PRESENT NET MONTHLY INCOME (Subtract line 26 from line 17)

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form)(01/15)

SECTION II. AVERAGE MONTHLY EXPENSES

Proposed/Estimated Expenses. If this is a dissolution of marriage case and your expenses as listed below do not reflect what you actually pay currently, you should write “estimate” next to each amount that is estimated.

A. HOUSEHOLD:

 

Mortgage or rent

$ _______

Property taxes

$_______

Utilities

$_______

Telephone

$ _______

Food

$ _______

Meals outside home

$_______

Maintenance/Repairs

$ _______

Other: __________

$_______

B. AUTOMOBILE

 

Gasoline

$ _______

Repairs

$_______

Insurance

$_______

C.CHILD(REN)’S EXPENSES

Day care

$ _______

Lunch money

$_______

Clothing

$ _______

Grooming

$_______

Gifts for holidays

$ _______

Medical/Dental (uninsured)

$ _______

Other: ______________

$ _______

D.INSURANCE Medical/Dental (if not listed on

lines 23 or 45)

$ _______

Child(ren)’s medical/dental

$ _______

Life

$ _______

Other:

 

 

$ _______

E. OTHER EXPENSES NOT LISTED ABOVE

Clothing

$ _______

Medical/Dental (uninsured)

$_______

Grooming

$ _______

Entertainment

$_______

Gifts

$_______

Religious organizations

$_______

Miscellaneous

$_______

Other: ______________

$ _______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

F. PAYMENTS TO CREDITORS

 

CREDITOR:

MONTHLY

 

PAYMENT

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

____________________

$_______

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

28. $_______ TOTAL MONTHLY EXPENSES (add ALL monthly amounts in A through F above)

SUMMARY

29.$_______ TOTAL PRESENT MONTHLY NET INCOME (from line 27 of SECTION I. INCOME)

30.$_______ TOTAL MONTHLY EXPENSES (from line 28 above)

31.$_______ SURPLUS (If line 29 is more than line 30, subtract line 30 from line 29. This is the amount of your surplus. Enter that amount here.)

32.($_______) (DEFICIT) (If line 30 is more than line 29, subtract line 29 from line 30. This is the amount of your deficit. Enter that amount here.)

SECTION III. ASSETS AND LIABILITIES

Use the nonmarital column only if this is a petition for dissolution of marriage and you believe an item is “nonmarital,” meaning it belongs to only one of you and should not be divided. You should indicate to whom you believe the item(s) or debt belongs. (Typically, you will only use this column if property/debt was owned/owed by one spouse before the marriage. See the “General Information for Self-Represented Litigants” found at the beginning of these forms and section 61.075(1), Florida Statutes, for definitions of “marital” and “nonmarital” assets and liabilities.)

A. ASSETS:

DESCRIPTION OF ITEM(S). List a description of each separate item

Current

Nonmarital

owned by you (and/or your spouse, if this is a petition for dissolution

(check correct

of marriage). LIST ONLY LAST 4 DIGITS OF ACCOUNT NUMBERS. Check

Fair

column)

the line next to any asset(s) which you are requesting the judge

Market

 

 

award to you.

Value

 

 

 

husband

wife

 

 

 

 

Cash (on hand)

$

 

 

 

Cash (in banks or credit unions)

 

 

 

 

Stocks, Bonds, Notes

 

 

 

 

Real estate: (Home)

 

 

 

 

(Other)

 

 

 

 

Automobiles

 

 

 

 

Other personal property

 

 

 

 

Retirement plans (Profit Sharing, Pension, IRA, 401(k)s, etc.)

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

____Check here if additional pages are attached.

 

 

 

Total Assets (add next column)

$

 

 

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

B. LIABILITIES:

DESCRIPTION OF ITEM(S). List a description of each separate debt

Current

Nonmarital

(check correct

owed by you (and/or your spouse, if this is a petition for dissolution

Amount

column)

of marriage). LIST ONLY LAST 4 DIGITS OF ACCOUNT NUMBERS. Check

Owed

the line next to any debt(s) for which you believe you should be

 

 

 

responsible.

 

husband

wife

 

Mortgages on real estate: First mortgage on home

$

 

 

 

Second mortgage on home

 

 

 

 

Other mortgages

 

 

 

 

 

 

 

 

 

Auto loans

 

 

 

 

 

 

 

 

 

Charge/credit card accounts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

____Check here if additional pages are attached.

 

 

 

Total Debts (add next column)

$

 

 

C. CONTINGENT ASSETS AND LIABILITIES:

INSTRUCTIONS: If you have any POSSIBLE assets (income potential, accrued vacation or sick leave, bonus, inheritance, etc.) or POSSIBLE liabilities (possible lawsuits, future unpaid taxes, contingent tax liabilities, debts assumed by another), you must list them here.

 

 

Contingent Assets

 

Possible

 

Nonmarital

 

 

 

 

 

(check correct

 

Check the line next to any contingent asset(s) which you are requesting the

 

Value

 

column)

 

 

 

 

judge award to you.

 

 

 

husband

wife

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

Total Contingent Assets

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contingent Liabilities

 

 

 

Nonmarital

 

 

 

 

Possible

 

(check correct

 

Check the line next to any contingent debt(s) for which you believe you

 

Amount

 

column)

 

should be responsible.

 

Owed

 

husband

wife

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

Total Contingent Liabilities

$

 

 

 

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

SECTION IV. CHILD SUPPORT GUIDELINES WORKSHEET

(Florida Family Law Rules of Procedure Form 12.902(e), Child Support Guidelines Worksheet, MUST be filed with the court at or prior to a hearing to establish or modify child support. This requirement cannot be waived by the parties.)

[Check one only]

____ A Child Support Guidelines Worksheet IS or WILL BE filed in this case. This case involves the

establishment or modification of child support.

____ A Child Support Guidelines Worksheet IS NOT being filed in this case. The establishment or

modification of child support is not an issue in this case.

I certify that a copy of this document was [check all used]: ( ) e-mailed ( ) mailed ( ) faxed

( ) hand delivered to the person(s) listed below on {date} ________________________________.

Other party or his/her attorney:

Name: _____________________________

Address: ____________________________

City, State, Zip: _______________________

Fax Number: _________________________

E-mail Address(es): _____________________

I understand that I am swearing or affirming under oath to the truthfulness of the claims made in this affidavit and that the punishment for knowingly making a false statement includes fines and/or imprisonment.

Dated:

Signature of Party

Printed Name: ________________________________

Address: ___________________________________

City, State, Zip: ______________________________

Fax Number: ________________________________

E-mail Address(es): ____________________________

STATE OF FLORIDA

COUNTY OF

Sworn to or affirmed and signed before me on

 

 

by

 

.

 

 

 

________________________________

 

 

 

 

 

NOTARY PUBLIC or DEPUTY CLERK

 

 

 

 

________________________________

 

 

 

 

 

[Print, type, or stamp commissioned

 

 

 

 

 

name of notary or deputy clerk.]

 

____ Personally known

 

 

 

 

____ Produced identification

 

 

 

 

Type of identification produced

 

 

 

 

 

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

IF A NONLAWYER HELPED YOU FILL OUT THIS FORM, HE/SHE MUST FILL IN THE BLANKS BELOW:

[fill in all blanks] This form was prepared for the: {choose only one} (

) Petitioner ( ) Respondent

This form was completed with the assistance of:

 

 

{name of individual}

 

 

,

{name of business} ___________________________________________________________________,

 

{address}

________________________________,

{city}

 

________,{state} ________ {telephone number}

.

 

 

 

 

 

 

Florida Family Law Rules of Procedure Form 12.902(b), Family Law Financial Affidavit (Short Form) (01/15)

Document Specifics

Fact Name Description
Purpose The Florida Financial Affidavit Short (Form 12.902(b)) is used to disclose financial information in family law cases, particularly for child support and alimony determinations.
Governing Law This form is governed by the Florida Family Law Rules of Procedure and applicable state statutes regarding family law.
Who Uses It Both parties in family law cases, including divorce and custody disputes, may be required to complete this form.
Information Required The form collects information about income, expenses, assets, and liabilities to provide a comprehensive financial picture.
Filing Process After completion, the form must be filed with the court and served to the other party involved in the case.
Updates Parties must update their financial affidavit if there are significant changes in their financial situation during the case.
Legal Consequences Failure to provide accurate information on the form can result in legal penalties or unfavorable outcomes in the case.

How to Fill Out Florida Financial Affidavit Short 12.902(b)

After gathering your financial information, you will need to fill out the Florida Financial Affidavit Short 12.902(b) form. This form is essential for various legal proceedings, such as divorce or child support cases. Completing it accurately is crucial, as it provides a clear picture of your financial situation.

  1. Begin by downloading the Florida Financial Affidavit Short 12.902(b) form from the official Florida Courts website or obtain a physical copy from your local courthouse.
  2. Fill in your personal information at the top of the form. This includes your name, address, and contact details.
  3. List your income sources. Include your salary, wages, bonuses, and any other income you receive. Be as detailed as possible.
  4. Document your expenses. This should cover all monthly costs such as housing, utilities, food, transportation, and any other regular payments you make.
  5. Provide information about your assets. This includes bank accounts, real estate, vehicles, and any other valuable possessions.
  6. List your liabilities. Include any debts you owe, such as loans, credit card balances, and other financial obligations.
  7. Review the completed form for accuracy. Ensure all information is correct and that you haven’t missed anything.
  8. Sign and date the form at the bottom. Your signature confirms that the information provided is true and accurate to the best of your knowledge.
  9. Make copies of the completed form for your records before submitting it to the appropriate court.

Once you have filled out the form, you will need to file it with the court as part of your legal proceedings. Be prepared to provide any supporting documentation that may be requested.