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The Vermont 813 form plays a crucial role in the legal landscape of family law within the State of Vermont, serving as a comprehensive tool for capturing financial details from parties involved in various family-related legal actions. Required by the Superior Court Family Division, this affidavit demands meticulous accuracy from either the plaintiff, defendant, or another relevant party, documenting detailed personal information alongside extensive financial data. The form's scope stretches to include individuals entangled in processes such as divorce, civil union dissolution, legal separations, annulments, or parentage actions, especially those concerning minor children. It also becomes pertinent in situations where modifications to child support or spousal maintenance orders are sought, in enforcement actions for support payment compliance, and in instances where the Department of Children and Families seeks support due to custody arrangements. The completion and timely submission of this document, complete with a notarized affirmation of truth and accuracy, are not merely procedural but integral to ensuring equitable resolutions in family court proceedings. By providing a detailed breakdown of income sources, employment details, public benefits, expenses for minors, and liabilities, the Vermont 813 form acts as a critical piece of evidence in judiciously determining financial obligations such as child support and spousal maintenance, thereby safeguarding the financial welfare of Vermont's children and families amidst legal uncertainties.

Preview - Vermont 813 Form

 

 

 

STATE OF VERMONT

 

SUPERIOR COURT

FAMILY DIVISION

 

 

Unit

Docket No.

 

Plaintiff

Defendant

Name

DOB

/ /

V.

Name

DOB

/ /

FORM 813 A - FINANCIAL AFFIDAVIT

I am: (Please check appropriate box)

Plaintiff

Defendant

Other

My Name and Address:

Name

Street

Town/City

State

Zip

INSTRUCTIONS: You are required to complete and file the 813A if-

1.You are a party in a newly filed divorce, civil union dissolution, legal separation, annulment or parentage action and you and the other party have minor children; OR

2.You or the other party are seeking to modify a previously issued order regarding child support or spousal maintenance (alimony); OR

3.You are the person required to pay support, and an enforcement action has been filed against you; OR

4.Your child is in the custody of the Department of Children and Families and support has been requested of you; OR

5.You are ordered by the Court to complete and file this form or the other party requests that you fill out the form as part of the discovery process.

DEADLINE FOR FILING: This form must be filed with the court before or at your first case manager's conference. If no conference is scheduled it must be filed at least five days before your first scheduled court hearing.

YOU MUST SEND A COPY OF YOUR COMPLETED FORM TO THE OTHER PARTY AT THE SAME TIME THAT YOU FILE IT WITH THE COURT.

When you have completed the form and filled in all the required information, you must sign the Affirmation section below and have your signature notarized.

AFFIRMATION

I have read and filled in all the information requested.

I hereby affirm of my own knowledge that the facts and financial information I have stated are true and correct as of the date of this Affirmation and that I am not omitting any source or amount of income or other information requested on this form. I understand that any false information may constitute perjury by me. I also understand that if I fail to provide the required information or give misinformation, the judge may order sanctions against me.

 

Sworn to me on

 

 

 

 

Signature of person making affidavit

 

 

,20

 

 

 

 

 

 

 

 

 

 

 

 

My Commission Expires:

/ /,20

 

 

 

Notary Public

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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1

SECTION I - INCOME

EMPLOYER NAME and ADDRESS

SECOND EMPLOYER

I am self-employed (sole proprietor, partnership, d/b/a) as a

I am not currently employed because

A.MONTHLY GROSS INCOME FROM EMPLOYMENT - Income before any deductions for payroll taxes or benefits. (If your income varies throughout the year, calculate your annual income and divide by twelve to get your monthly income in each category below.)

To calculate MONTHLY amounts from paychecks:

If you are paid weekly, multiply average weekly pay by 4.333.

If you are paid every other week, multiply average bi-weekly pay by 2.165

If you are paid twice a month, multiply average semi-monthly pay by 2

ATTACH 4 MOST RECENT PAY CHECK STUBS.

1. SALARY OR WAGES

I have included overtime Yes

No

2.TIPS, COMMISSIONS, BONUSES, ROYALTIES

3.SELF EMPLOYMENT INCOME

(Complete Self Employment Attachment on page 11 or attach IRS SCHEDULE C from tax filing)

4. PERSONAL EXPENSES PAID BY EMPLOYER

(for example: cell phone, car, housing allowance, meals, military allowances)

Total Income from Employment

0

B. OTHER SOURCES OF INCOME (Indicate Monthly Amount)

1. RENTAL INCOME

(Complete Rental Income Attachment on page 10 or attach IRS SCHEDULE E from tax filing)

2.RETIREMENT/PENSIONS

3.UNEMPLOYMENT INSURANCE BENEFITS

4.WORKER'S COMPENSATION and/or DISABILITY INSURANCE

5.SOCIAL SECURITY BENEFITS (Specify type

6.VETERANS BENEFITS (VA)

7.INTEREST OR DIVIDEND INCOME

8.TRUST OR ANNUITY INCOME

9.GIFTS OR PRIZE MONEY (Including lottery winnings)

10.SPOUSAL MAINTENANCE (Alimony) (From the other party in this action)

11.SPOUSAL MAINTENANCE (Alimony)

(From a person not a party in this action) 12. OTHER: Please specify

(For example, capital gains)

)

Total Income from Other Sources

0

TOTAL MONTHLY INCOME

0(Employment and Other Sources)

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SECTION II - PUBLIC BENEFITS

DO YOU RECEIVE PUBLIC BENEFITS:

yes no

 

 

 

If yes, please check all boxes that apply and indicate dollar amount where indicated

 

 

 

Reach Up, RUFA, TANF

 

 

General Assistance

 

 

SSI

 

 

Dr. Dynasaur/Blue First

Medicaid/Medicare

VHAP

Fuel Assistance

 

 

Food Stamps

 

 

Housing Assistance

SECTION III - INCOME/EXPENSES of MINOR CHILDREN

''Minor Children '' means children under 18 or children over the age of 18 but still in high school.

A.LIST ALL MINOR CHILDREN YOU HAVE WITH THE OTHER PARTY

NAME

Date of Birth

Current Primary Residence

B.LIST ALL OTHER MINOR CHILDREN FOR WHOM YOU PROVIDE SUPPORT

NAME

Date of Birth

Relationship to you

Current Primary Residence

C.LIST ALL CHILDREN FOR WHOM YOU ARE ORDERED TO PAY CHILD SUPPORT

NAME

Amount Ordered

Amount Paid State/County of Order

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D.HEALTH INSURANCE AVAILABLE THROUGH YOUR EMPLOYMENT:

You must complete this paragraph if you could get this kind of insurance through your job even if your children are not enrolled. Check with your Payroll or Human Resources Department to obtain amount of your monthly payroll contribution to the cost.

TOTAL MONTHLY FAMILY HEALTH INSURANCE COST TO EMPLOYEE TOTAL MONTHLY TWO PERSON COST TO EMPLOYEE

TOTAL MONTHLY COST FOR SINGLE PERSON COVERAGE TO EMPLOYEE

ARE CHILDREN OF THIS ACTION ENROLLED IN YOUR PLAN?

Yes

No

E.YOUR CHILD CARE COSTS FOR CHILDREN OF THIS RELATIONSHIP

(If monthly amounts change during the year, use total annual amount divided by 12)

TOTAL MONTHLY CHILD CARE COSTS (before subsidy)

TOTAL MONTHLY CHILD CARE SUBSIDY

OUT OF POCKET COSTS (Total costs minus subsidy)

0

Transfer out of pocket costs to Page 9, line 51.

F.YOUR EXTRAORDINARY EXPENSES FOR CHILDREN OF THIS RELATIONSHIP

Type of expense

Cost per month

Child's Uninsured Medical expenses

Child's Educational Expenses

Child's Special Needs Expenses

G. MONTHLY INCOME RECEIVED BY A CHILD OF THIS RELATIONSHIP

INCOME SOURCE

Child's Name

Amount

1.DISABILITY BENEFITS

2.SOCIAL SECURITY BENEFITS

3.OTHER

Name of Parent who receives the child's benefit:

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SECTION IV - LOANS AND DEBTS

I. LOANS

A. Primary Residence Loans:

Type of Loan

Lender

 

Balance owed

Monthly

 

 

Check here if

 

 

 

 

payment

 

 

YOU are making

 

 

 

 

 

 

 

 

this payment

 

 

 

 

 

 

 

 

 

1. Primary Residence

 

 

 

 

 

 

 

 

2. Second Mortgage

 

 

 

 

 

 

 

 

3. Home Equity

 

 

 

 

 

 

 

 

Total Primary Residence

 

 

 

 

 

0

 

 

Transfer Monthly Payment Total to Page 7, Line 1

 

 

 

B. Other Real Estate Loans - DO NOT include business or rental property loans

 

 

 

 

 

 

 

 

 

 

 

 

Property Description

Lender

 

Balance Owed

 

Monthly

 

 

Check here if

 

 

 

 

 

Payment

 

 

YOU are making

 

 

 

 

 

 

 

 

this payment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Other Real Estate

 

 

 

 

 

0

 

 

 

Transfer Monthly Payment Total to Page 8, Line 38

 

 

 

C. Vehicle Loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Type of Vehicle

Lender

 

Balance Owed

 

Monthly

 

 

Check here if

(Year, Make, Model)

 

 

 

 

Payment

 

 

YOU are making

 

 

 

 

 

 

 

this payment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Vehicle Loans

 

 

 

 

 

0

 

 

 

Transfer Monthly Payment Total to Page 7, Line 14

 

 

 

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D. Other Loans

Type of Loan

 

Lender

 

 

Balance Owed

 

Monthly

 

 

Check here if

 

 

 

 

 

 

 

payment

 

 

YOU are

 

 

 

 

 

 

 

 

 

 

making this

 

 

 

 

 

 

 

 

 

 

payment

 

 

 

 

 

 

 

 

 

 

 

Personal Loan

 

 

 

 

 

 

 

 

 

 

School/College Loan

 

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

Total

 

 

 

 

 

 

 

0

 

 

 

 

Transfer Monthly Payment Total to Page 8, Line 38

II. DEBTS

 

 

 

 

 

 

 

 

 

 

A. Credit Card Debt

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Card Holder

Company

 

Balance Owed

Monthly

 

Check here if

 

 

 

 

 

 

payment

 

YOU are making

 

 

 

 

 

 

 

 

 

this payment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total

 

 

 

 

 

 

 

0

 

 

 

 

 

Transfer Monthly Payment Total to Page 8, Line 43

B. Other Debts (for example tax liens, hospital bills, collection accounts)

Type of Debt

Company/Entity Owed

Balance Due

Monthly payment

 

Check here if

 

 

 

if any

 

YOU are making

 

 

 

 

 

this payment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total

 

 

 

0

 

 

Transfer Monthly Payment Total to Page 8, Line 38

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SECTION V - EXPENSES

I. MONTHLY EXPENSES: List your monthly expenses. For those expenses paid other than monthly, take the annual amount and divide it by 12. If amount paid changes from month to month, use the annual amount divided by 12.

HOUSEHOLD EXPENSES-

Amount paid

 

Amount paid by

Total

by you

 

someone

 

 

Household

 

 

 

else

 

 

 

 

1. Rent or Mortgages, including Home Equity Loans

 

 

 

0

2. Property Taxes

 

 

 

0

3. Home Owner's or Renter's Insurance

 

 

 

0

4. Electricity

 

 

 

0

5. Telephone (Land and Cell Phone)

 

 

 

0

6. Water

 

 

 

0

7. Gas for home

 

 

 

0

8. Oil, Wood or other fuel not listed above

 

 

 

0

9. Mowing, Plowing, Trash

 

 

 

0

10. Groceries

 

 

 

0

11. Cable/Internet

 

 

 

0

12. Laundry/Dry Cleaning

 

 

 

0

13. Maintenance/repair

 

 

 

0

TOTAL OF HOUSEHOLD EXPENSES

 

0

0

0

 

 

 

 

 

VEHICLE EXPENSES

Amount paid

 

Amount paid by

Total

by you

 

someone

Household

 

 

 

 

 

else

 

14. Total Vehicle Loans

 

0

 

0

15. Car Insurance

 

 

 

0

16. Gas

 

 

 

0

17. Maintenance/Repairs

 

 

 

0

18. Registration

 

 

 

0

TOTAL VEHICLE

 

0

0

0

 

 

 

 

 

INSURANCE EXPENSES

Amount paid

 

Amount paid by

Total

 

by you

 

someone

Household

 

 

else

 

 

 

 

 

19. Life Insurance

 

 

 

0

20. Disability Insurance

 

 

 

0

21. Health Insurance

 

 

 

0

22. Dental/Vision

 

 

 

0

TOTAL INSURANCE

 

0

0

0

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YOUR PERSONAL EXPENSES

Amount paid

Amount paid

 

Total

by you

by someone

 

 

 

 

 

 

 

 

else

 

 

 

 

 

 

 

23.

Uninsured Medical Expenses

 

 

 

 

24. Clothing/Shoes

 

 

 

 

25.

Toiletries/Cosmetics

 

 

 

 

26.

Meals/Snacks eaten out

 

 

 

 

27.

Hair Care

 

 

 

 

28.

Magazines, Newspapers, Books, other reading material

 

 

 

 

29.

Tobacco and Alcohol Products

 

 

 

 

30.

Veterinarian and other pet expenses

 

 

 

 

31. Entertainment (movies, bowling, museums, etc.)

 

 

 

 

32.

Gifts for others

 

 

 

 

33.

Charitable Contributions

 

 

 

 

34. Vacation

 

 

 

 

35.

Union Dues

 

 

 

 

36. Monthly Contribution to Savings

 

 

 

 

37.

Monthly Contribution to Retirement Funds (401K, IRA, etc.)

 

 

 

 

38.

Monthly Loan & Debt Payments (do not include primary

0

 

 

 

 

 

 

 

residence loans, credit cards, or vehicle payments)

 

 

 

 

 

 

 

 

 

39. Expenses for Children living with you but not of this relationship

 

 

 

 

 

 

 

 

 

40. Court Ordered Child Support you pay for children of another

 

 

 

 

relationship.

 

 

 

 

41.

Court Ordered Spousal Maintenance (Alimony) you pay

 

 

 

 

42.

Miscellaneous (please list on a separate sheet and fill in total

 

 

 

 

here)

 

 

 

 

 

 

 

 

 

TOTAL PERSONAL EXPENSES

0

 

0

 

CREDIT CARD DEBT

Amount paid

Amount paid

 

 

by someone

 

Total

 

 

by you

else

 

 

 

 

 

 

 

43. TOTAL Monthly Payments on Credit Cards

0

 

0

 

 

 

Amount paid

Amount paid

 

Total

 

 

by you

by someone

 

 

 

else

 

 

 

 

 

 

 

GRAND TOTAL of Household, Vehicle, Insurance and Personal

0

 

0

 

 

 

 

 

Expenses and Credit Card Payments

 

 

 

 

 

 

 

 

 

II. INCOME TAX PAYMENTS

 

 

 

 

MONTHLY PAYROLL WITHHOLDING OR ESTIMATED TAXES

44.FEDERAL

45.FICA

46.MEDICARE

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47.STATE OF VERMONT

48.OTHER TAXES WITHHELD/PAID III. CHILDREN'S EXPENSES

MONTHLY EXPENSES FOR CHILDREN OF THIS RELATIONSHIP PAID BY YOU

49.

Clothing and Shoes

 

50. Diapers

 

51. Out-of-Pocket Child Care Costs related to your employment

0

52. School lunches

 

53.

School supplies

 

54.

Fees/expenses for special activities (e.g., piano lessons, sports)

 

55. Summer Camp

 

56.

Private School Tuition

 

57. Uninsured Medical/Dental Expenses

 

58. Child Support you pay for your children of this relationship

 

59.

Miscellaneous: Please itemize below.

 

 

Miscellaneous 1

 

 

Miscellaneous 2

 

 

Miscellaneous 3

 

 

Miscellaneous 4

 

TOTAL MONTHLY EXPENSES FOR CHILDREN

0

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RENTAL INCOME ATTACHMENT (Schedule E)

A. ANNUAL RENT RECEIVED

B. ANNUAL RENTAL EXPENSES

Line A

 

1. Cleaning and Maintenance

 

 

 

 

 

 

 

 

 

2. Commissions

 

 

 

 

 

 

 

 

 

3. Insurance

 

 

 

 

 

 

 

 

 

4. Legal and Other Professional Fees

 

 

 

 

 

 

 

 

 

5. Mortgage Interest Paid to Banks

 

 

 

 

 

 

 

 

 

6. Other Interest

 

 

 

 

 

 

 

 

 

7. Repairs

 

 

 

 

 

 

 

 

 

8. Supplies

 

 

 

 

 

 

 

 

 

9. Taxes

 

 

 

 

 

 

 

 

 

10. Utilities

 

 

 

 

 

 

 

 

 

11. Wages and Salaries

 

 

 

 

 

 

 

 

 

12. Other (please list) a.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13. Depreciation Expense

 

 

 

 

 

 

 

 

 

TOTAL ANNUAL EXPENSES (Add Lines 1 through

 

0

 

13)

 

 

 

 

C.

 

 

 

 

 

TOTAL ANNUAL INCOME (Line A minus Line B)

 

0

 

 

 

 

 

 

 

TOTAL MONTHLY INCOME (Line C divided by 12)

 

0

 

 

 

 

 

 

Line B

Line C

Enter this amount on Page 2, B. Line 1, (Section I) of Form 813A

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File Overview

# Fact
1 The Vermont Form 813A is a Financial Affidavit required in family law matters.
2 This form is used in cases involving divorce, civil union dissolution, legal separation, annulment, or parentage actions where minor children are involved.
3 It is also required when seeking to modify child support or spousal maintenance orders, or in support enforcement actions.
4 The form must be filed before or at the first case manager's conference or at least five days before the first scheduled court hearing if no conference is set.
5 Filers must send a copy of the completed form to the other party when filing with the court.
6 The form requires detailed income information, including employment, self-employment, and other sources like rental income or benefits.
7 It also covers information on public benefits, income and expenses of minor children, and child care costs.
8 Debt information, including loans and debts for primary residence, other real estate, and vehicles, must be disclosed.
9 Governing law for this form includes Vermont family law statutes and guidelines related to financial disclosures in family court matters.

Vermont 813: Usage Guidelines

Completing the Vermont 813 form is an important step in ensuring that all financial aspects are accurately presented before the court in family-related legal matters. This document requires thorough attention to detail as it covers a wide range of financial information, including income, expenses, and debts. To ensure the process is smooth and efficient, follow these step-by-step instructions carefully. Remember, providing accurate and truthful information is crucial as any discrepancies could impact the outcome of the case.

  1. Begin by identifying your role in the legal matter by ticking the appropriate box: Plaintiff, Defendant, or Other.
  2. Enter your full name and address in the fields provided, including street, town/city, state, and zip code.
  3. Understand the purpose of filling out the form based on the five listed situations in the instructions. Ensure your situation aligns with these.
  4. Remember the filing deadline mentioned and plan to submit the form accordingly. You must also send a copy to the other party when you file it with the court.
  5. Proceed to complete SECTION I - INCOME. Include information about your employment and any secondary employment. If you're self-employed, provide details as requested. If unemployed, specify the reason.
  6. Calculate and record your monthly gross income from all sources, including salary, tips, and self-employment. Attach your four most recent pay stubs as instructed.
  7. List all other sources of income, such as rental income, retirement pensions, and any social security benefits, ensuring you detail the monthly amount for each.
  8. In SECTION II – PUBLIC BENEFITS, mark whether you receive any public benefits and specify which ones, along with the dollar amounts where applicable.
  9. For SECTION III – INCOME/EXPENSES of MINOR CHILD CHILDREN, detail all minor children you share with the other party, including their names, DOBs, and primary residences. Repeat this step for any other minor children you support and any child support obligations you have.
  10. Fill out the information about health insurance availability through your employment and the associated costs, followed by your child care costs and any extraordinary expenses for the children of this relationship.
  11. Report any monthly income received by a child of this relationship, indicating the income source and amount.
  12. In SECTION IV – LOANS AND DEBTS, detail all loans and debts, including those for your primary residence, other real estate, and vehicle loans, ensuring to include lender information, balance owed, and monthly payment.
  13. Review all the information provided, ensuring accuracy to the best of your knowledge, and complete the affirmation section at the end of the form. This includes reading the statement, signing, and dating in the presence of a notary, who must also sign and date the form.

Once the form is completed and signed, remember to file it with the court by the specified deadline and provide a copy to the other party involved in the case. This thorough and accurate completion of the Vermont 813 form is a crucial step in ensuring your financial information is properly considered in your legal proceedings.

Your Questions, Answered

  1. What is the Vermont 813 form and who needs to fill it out?

    The Vermont 813 form, known as the Financial Affidavit, is a crucial document for individuals involved in various family court proceedings in Vermont. This form must be completed by parties in newly filed divorce, civil union dissolution, legal separation, annulment or parentage actions if they have minor children. It's also required for those seeking to modify a child support or spousal maintenance order, individuals against whom an enforcement action has been filed for support, parents whose child is in the custody of the Department of Children and Families and support has been requested, or when ordered by the court as part of the discovery process.

  2. When should the Vermont 813 form be filed?

    Timing is essential; the form needs to be filed with the court before or at your first case manager's conference. If no conference is scheduled, the form must be filed at least five days before your first scheduled court hearing. Remember, a copy of your completed form must also be sent to the other party at the same time it is filed with the court.

  3. What information is required on the Vermont 813 form?

    Completing the Vermont 813 form requires thorough financial disclosure. This includes detailed information about your income from all sources, such as employment, self-employment, and other income (rental, retirement/pensions, unemployment benefits, etc.). You'll also need to provide information about loans and debts, public benefits received, and any extraordinary expenses for children of the relationship. It's essential to attach relevant documentation, such as the 4 most recent pay stubs, and to complete additional sections if you have self-employment or rental income.

  4. Are there consequences for providing false information on the Vermont 813 form?

    Yes, it's critical to be truthful and exact when filling out the form. Providing false information can be considered perjury, which is a serious offense. Moreover, misleading or omitting information can lead to sanctions imposed by the judge, affecting the outcome of your case.

  5. What should I do if my income varies or I am not currently employed?

    If your income varies throughout the year, you should calculate your annual income and divide by twelve to get your monthly income. If you are not currently employed, provide a detailed explanation for your unemployment within the form. For those self-employed, additional documentation and calculations are required, as outlined on the form.

  6. How can I calculate the total monthly cost for childcare or health insurance provided by my employment?

    To accurately calculate the total monthly cost for childcare or health insurance, you should include the actual amounts paid out of pocket, after any subsidies for childcare, and the monthly payroll contribution for health insurance. It's important to check with your Payroll or Human Resources Department to obtain the exact figures. Remember, these costs impact the calculation of child support obligations.

  7. What happens after I file the Vermont 813 form?

    After you file the Vermont 813 form, it will be reviewed by the court and considered alongside other evidence and documentation in your case. The financial information you provide will play a crucial role in determinations regarding child support, spousal maintenance, and other financial outcomes in your case. It's important to attend all scheduled court hearings and conferences prepared to discuss the information provided in your Financial Affidavit.

Common mistakes

Filling out the Vermont 813 form accurately is crucial for ensuring fair and timely proceedings in family court matters. However, individuals often make common mistakes that can have significant impacts on their cases. Here are four such errors:

  1. Failure to Disclose All Sources of Income: It's mandatory to report all income sources, including employment earnings, self-employment income, rental income, and any government benefits received. Omitting or inaccurately reporting income can result in sanctions or being accused of perjury.
  2. Incorrectly Calculating Monthly Income: When converting annual income to a monthly amount, or adjusting weekly or bi-weekly pay to a monthly figure, errors can occur. Using the wrong multiplier or making math errors can lead to reporting incorrect income figures.
  3. Not Listing All Minor Children or Support Obligations: Some individuals may overlook or choose not to list all minor children they support, or fail to accurately represent child support obligations. Accurate representation of dependents and financial obligations is critical for proper assessment by the court.
  4. Forgetting to Attach Required Documentation: The form requires attachment of recent pay stubs, self-employment documentation, or rental income records. Failing to attach these documents can delay the process and affect the outcome of the case.

Avoiding these mistakes is essential for presenting a complete and honest financial picture to the court. Careful review and verification of all information before submission can help ensure that the process moves forward smoothly and fairly.

Documents used along the form

Completing the Vermont 813 form, a critical financial affidavit, is a vital step in various family court proceedings. This form helps give the court a clear view of an individual’s financial situation. However, the Financial Affidavit is just one piece in a larger puzzle during legal proceedings. Several other documents often accompany this form to provide a complete financial picture, deal with custody issues, or comply with legal requirements during divorces, separations, child support, and spousal maintenance cases.

  • Child Support Order: A legal document outlining the amount and schedule for financial support to be paid for the benefit of a child.
  • Parenting Plan: A written agreement between parents outlining the details of child rearing, including custody arrangements and visitation schedules.
  • Spousal Support Order: Similar to the child support order but pertains to financial maintenance paid to a spouse or ex-spouse.
  • Income Verification: Documents such as recent pay stubs, tax returns, or employment letters that provide proof of income.
  • Property Division Agreement: A document detailing how the couple’s property and debts will be divided between them.
  • Debt and Asset Statements: Lists or statements showing current debts and assets held by the parties, which can include bank statements, credit card statements, and lists of personal or real property.
  • Health Insurance Documentation: Information regarding health insurance coverage that may be available through an employer or privately, used to determine the provision of healthcare for children or a spouse.
  • Childcare Expense Documentation: Receipts or agreements that show the cost of childcare, which is often factored into child support calculations.
  • Child Support Worksheet: A form used to calculate the appropriate amount of child support based on the parents’ financial affidavits and Vermont’s child support guidelines.
  • Domestic Violence Order: If applicable, a legal order that provides protection to individuals and children from abuse can be relevant to custody and visitation decisions.

While the Vermont 813 form focuses on financial disclosure, these accompanying documents address a range of issues from child support to asset division and protection orders. Each of these forms plays a crucial role in ensuring that all aspects of a case are thoroughly and fairly considered. Together, they help the court make informed decisions that affect the lives of all parties involved. It is essential to understand the purpose and requirements of each document to effectively navigate the legal process.

Similar forms

The Vermont 813 form shares similarities with the Financial Declaration Form used in other states for divorce or child support proceedings. Both documents require the individual to disclose comprehensive information about their income, including salary from employment, self-employment income, and other sources such as rental income, unemployment benefits, and social security benefits. This thorough detailing helps ensure fair financial assessments are made for alimony or child support determinations.

Comparable to the Income and Expense Declaration form in family law cases, the Vermont 813 form necessitates a detailed accounting of monthly expenses. Such expenses include health insurance costs, child care expenses, and any extraordinary expenses related to the children of the relationship. By juxtaposing income against expenses, these forms play a crucial role in evaluating financial needs and capabilities within legal proceedings, ensuring that any support ordered reflects actual living costs and needs.

Similar to Child Support Worksheets available in many jurisdictions, the Vermont 813 form involves an intricate breakdown of financial responsibilities towards minor children, including those from other relationships. Both types of documents are integral in calculating child support obligations, ensuring that all the children's needs are met adequately according to the parent's ability to pay.

The Vermont 813 form echoes the characteristics of the Affidavit of Financial Information used in some locations for spousal maintenance (alimony) cases. In these documents, individuals must disclose all sources of income and expenses, painting a full picture of their financial situation to aid the court in determining an appropriate alimony amount that is fair and equitable.

Like many Court Financial Statements that parties must file in family law cases, the Vermont 813 form includes sections for detailing public benefits received such as Medicaid, food stamps, and housing assistance. This information is essential for a comprehensive assessment of the party’s financial status, ensuring that support orders consider all facets of an individual’s economic life.

Similar to the Discovery Forms used in the pre-trial phase of divorce proceedings, the Vermont 813 form can be requested by one party from the other as part of the discovery process. This allows both parties to have a full understanding of each other's financial circumstances, fostering a fair negotiation process for dividing assets, and determining support obligations.

Comparable to Loan and Debt Schedules often attached to financial declaration forms, the Vermont 813 form requires detailed listings of all debts and liabilities, including mortgages, vehicle loans, and credit card debts. This comprehensive financial disclosure ensures that decisions regarding the division of debts and assets take into account all aspects of the parties’ financial realities.

Resembling Parenting Plan forms that detail expenses related to the upbringing of children, the Vermont 813 form’s sections on child care costs and extraordinary expenses for children highlight the financial aspects of parenting responsibilities. Both documents are critical in family law to ensure that financial support adequately covers the children's needs based on the parents' financial ability.

Dos and Don'ts

Filling out the Vermont 813 Form, a Financial Affidavit, requires attention to detail and honesty. It's important to approach this task with care, ensuring that all the information provided is accurate and complete. Here are several dos and don'ts to consider:

  • Do carefully read all the instructions provided in the form before you start filling it out. Understanding the requirements can help avoid mistakes.
  • Do gather all necessary documents related to your income, expenses, assets, and debts before you begin. This includes pay stubs, tax returns, and statements from financial institutions.
  • Do use accurate figures when reporting your income and expenses. Estimations should be avoided unless absolutely necessary, and if used, should be based on the best available information.
  • Do include all sources of income, not just those from employment. This includes rental income, pensions, benefits, and any other money received on a regular basis.
  • Do double-check your calculations and the completeness of every section to ensure there are no errors or omissions.
  • Don't leave any sections blank unless they truly do not apply to your situation. If a section does not apply, indicate this with a "N/A" or "None," as appropriate.
  • Don't underestimate the importance of attaching the required documentation, such as your four most recent pay stubs or tax returns. These documents provide verification for the information provided on the form.
  • Don't sign the affidavit without ensuring all the information is true and correct. Remember, signing the Affirmation section indicates that you are swearing to the accuracy of the information under penalty of perjury.
  • Don't file the form with the court without also providing a copy to the other party involved in your case. This is a crucial step that is both a requirement and a gesture of good faith and transparency.

Completing the Vermont 813 Form accurately and thoroughly can significantly impact the outcome of your case. Take your time, review your answers, and don't hesitate to seek legal advice if you have questions about how to properly fill out this form. It's not just a formality; it's a foundational document that can influence the court's decisions on matters such as child support, alimony, and the division of assets and debts.

Misconceptions

There are several misconceptions about the Vermont 813 form that individuals often encounter. Understanding these can help clarify its purpose and requirements, ensuring that filers complete the form accurately and comprehensively.

  • Misconception #1: The Vermont 813 form is only for divorce proceedings.

    This belief is common but incorrect. While the form is indeed required in divorce cases, particularly when minor children are involved, its use extends beyond that. It is also necessary in cases of civil union dissolution, legal separation, annulment, or parentage actions, as well as when modifications to child support or spousal maintenance (alimony) are sought, among other situations.

  • Misconception #2: Only the plaintiff needs to complete the form.

    Another misunderstanding is that only the initiating party in a case must submit this form. However, the Vermont 813 form may need to be completed by defendants or other parties as directed by the court or requested by the opposing party as part of the discovery process. Its completion depends on the court’s orders and the specifics of the legal action.

  • Misconception #3: You don't need to include income from irregular sources.

    Some individuals mistakenly believe that only regular, salaried income needs to be disclosed on the form. However, the form explicitly requires information about all income sources, including but not limited to salaries, tips, commissions, bonuses, royalties, self-employment income, and various other types of earnings such as rental income, retirement or pensions, unemployment benefits, worker’s compensation, and social security benefits, among others.

  • Misconception #4: If no income is currently being earned, the form does not need to be filed.

    This is not the case. Even if an individual is not currently employed or earning income, they are still required to file the form if their case falls into categories necessitating its completion. In such situations, the section for employment income should be marked accordingly, and reasons for unemployment or lack of income should be clearly explained. Additionally, any other sources of income available to the individual must still be disclosed.

Correcting these misconceptions helps ensure that individuals involved in relevant legal actions in Vermont understand their obligations regarding the 813 form, promoting accuracy and completeness in legal proceedings.

Key takeaways

Filling out and using the Vermont 813 form, a Financial Affidavit, is a critical process for individuals involved in certain family law cases in Vermont. Understanding the correct way to handle this form can significantly impact the case outcome. Here are some key takeaways to remember:

  • Submission Timing and Recipient: The form must be filed with the court before or at your first case manager’s conference. If no conference is scheduled, it must be submitted at least five days before your first scheduled court hearing. Importantly, a copy of the completed form must be sent to the other party when it is filed with the court.
  • Mandatory for Various Cases: The requirement to complete and submit Form 813A applies to a broad range of cases. This includes newly filed divorce, civil union dissolution, legal separation, annulment, or parentage actions where minor children are involved. It also applies to modifications of child support or spousal maintenance orders, enforcement actions for support, cases where the Department of Children and Families requests support, and any instance where the court or a party requests its completion during discovery.
  • Detailed Financial Disclosure: The form requests detailed information about income from employment, including salary, wages, overtime, and other forms of compensation. It also requires disclosure of income from other sources, such as rental income, retirement or pension benefits, social security benefits, and more. This comprehensive financial picture supports equitable decisions regarding child support, spousal maintenance, and other financial matters.
  • Accuracy and Penalties for False Information: Accuracy in filling out the form is paramount. The affirmation section at the end of the form requires the filer to swear or affirm that all information provided is true and correct to the best of their knowledge. Providing false information can have serious repercussions, including being charged with perjury and facing possible sanctions from the judge.

When approaching Form 813A, it's important to gather all relevant financial records and carefully calculate monthly income and expenses to ensure that the information provided is accurate and comprehensive. This due diligence helps smooth the legal process and fosters fair and just resolutions in family law cases.

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