Form E Financial statement at a glance
What it is: Form E Financial statement (01.23), to be completed by the relevant party for a financial order under the Matrimonial Causes Act 1973/ Civil Partnership Act 2004.
Who signs: Signed by *(Applicant/Respondent) (Litigation friend) *(Applicant's/Respondent's solicitor), *delete as appropriate.
This form should only be completed in applications for a financial order (which can only be applied for as part of a divorce, dissolution, annulment or (judicial) separation in the High Court or family courts in England and Wales) or for applications for financial relief after an overseas divorce/dissolution etc. If the application is for any other financial remedy please complete Form E1.
This form should be used if the application is for the variation of an order for periodical payments where the applicant seeks the dismissal (immediate or otherwise) of the periodical payments order and its substitution with one or more of a lump sum order, a property adjustment order, a pension sharing order or a pension compensation sharing order. If you are making such an application, you must complete sections 1.14 and 5.1(e) of this form. If the application is for any other variation of an order for a financial remedy please complete Form E2.
What to bring and attach to Form E Financial statement
Schedule of Documents to accompany Form E: you must attach to your Form E the documents in the Schedule if applicable.
2.1 Matrimonial home valuation: a copy of any valuation relating to the matrimonial home that has been obtained in the last six months. 2.1 Matrimonial home mortgage(s): a recent mortgage statement in respect of each mortgage on the matrimonial home confirming the amount outstanding.
2.3 Personal bank, building society and National Savings accounts: copies of statements for the last 12 months for each account that has been held in the last twelve months, either in your own name or in which you have or have had any interest.
2.15 Employment income: your P60 for the last financial year in respect of each employment that you have. 2.15 Employment income: your last three payslips in respect of each employment that you have.
A filled-in Form E Financial statement example: an applicant fills in the general information
How to fill out Form E Financial statement, box by box
Name of court and Case No.
Fill in Name of court, Case No., Name of Applicant and Name of Respondent.
General Information
Enter 1.1 Full name, 1.2 Date of birth, 1.3 Date of the marriage/ civil partnership and 1.4 Occupation.
Dates of the separation, the petition and the decrees
For 1.5 Date of the separation, enter the date or use Tick here if not applicable.
Enter 1.6 Date of the Petition for divorce/ dissolution/nullity/ (judicial) separation, the Decree nisi/ conditional order/ (judicial) separation order and the Decree absolute/ final order (if applicable).
Subsequently married and a new partner
1.7 If you have subsequently married or formed a civil partnership, or will do so, state the date.
Mark Yes or No for 1.8 Are you living with a new partner? and for 1.9 Do you intend to live with a new partner within the next six months?
Details of any children of the family
Under 1.10 Details of any children of the family, enter Full names, Date of birth and With whom does the child live?
Statement of Truth
*delete as appropriate *[I believe] [the Applicant/Respondent believes] that the facts stated in this statement are true *I am duly authorised by the Applicant/Respondent to sign this statement.
In the Statement of Truth, print full name, Address for service, Postcode and Name of Applicant's/ Respondent's solicitor's firm.
Signed by *(Applicant/Respondent) (Litigation friend) *(Applicant's/Respondent's solicitor), *delete as appropriate.
Signed Dated. Position or office held (if signing on behalf of firm or company).
More rules for Form E Financial statement
Please fill in this form fully and accurately. Where any box is not applicable, write ‘N/A'.
You must attach documents to the form where they are specifically sought and you may attach other documents where it is necessary to explain or clarify any of the information that you give. Essential documents that must accompany this statement are detailed in the form.
If there is not enough room on the form for any particular piece of information, you may continue on an attached sheet of paper.
If you are in doubt about how to complete any part of this form you should seek legal advice.
Address all communications to the Court Manager of the Court and quote the case number. If you do not quote this number, your correspondence may be returned.
A failure to give full and accurate disclosure may result in any order the court makes being set aside.
If you are found to have been deliberately untruthful, criminal proceedings may be brought against you for fraud under the Fraud Act 2006.
The information given in this form must be confirmed by a statement of truth. Proceedings for contempt of court may be brought against a person who makes or causes to be made, a false statement in a document verified by a statement of truth.
Common questions about Form E Financial statement
What is a financial statement for court?
Form E Financial statement (01.23), to be completed by the relevant party for a financial order under the Matrimonial Causes Act 1973/ Civil Partnership Act 2004. You have a duty to the court to give a full, frank and clear disclosure of all your financial and other relevant circumstances.
Sources
[1] Form E Financial statement (01.23), Crown Copyright 2023, HM Courts & Tribunals Service (the Official source link on this page).