How to Fill Out Form EG-13-I

Form EG-13-I at a glance

What it is: Form EG-13-I is the Illinois Department of Revenue Financial and Other Information Statement for Individuals.

Who signs: Debtor's signature with Date, and Spouse's signature with Date.

A filled-in Form EG-13-I example: Step 1, yourself and your employer

Form EG-13-I example filled out, example: Step 1, yourself and your employer
Jane Ann Sample fills out Illinois Form EG-13-I. She lists herself and one employer, with two dependents in her household. The picture shows Step 1 only, and every value in it is made up.

How to fill out Form EG-13-I, box by box

Step 1: Tell us about yourself and your employment

Form EG-13-I example filled out, step 1: Tell us about yourself and your employment

Note: The Illinois Department of Revenue may require support for amounts shown on this form.

Under Debtor's information, enter 1 Your name, Street address, City, State and ZIP; under Employment information, enter 7 Employer's name, Address, City, State and ZIP.

Enter 2 Email address, 3 Home phone, 8 Work phone and 9 Length of employment.

Enter 4 Date of birth, 5 Social Security number and 6 Number of dependents in household.

Step 2: Tell us about other income and property

Form EG-13-I example filled out, step 2: Tell us about other income and property

Step 2: Other income and property. Attach an additional sheet, if necessary.

Enter 10 Real property (brief description and location).

11 List the name and address of the banks where you have accounts: Name, Address, City, State and ZIP.

Enter 12 Vehicle license number and Vehicle description.

Step 3: Tell us if bankruptcy is pending

Form EG-13-I example filled out, step 3: Tell us if bankruptcy is pending

Step 3: 13 Are foreclosure, bankruptcy, receivership, or assignment for benefit of creditors proceedings pending? yes no

Enter 14 Bankruptcy number and 15 Date filed.

More rules for Form EG-13-I

Step 4: Complete the following statement of assets and liabilities: 16 Bank accounts, 17 Household furniture, 18 Home mortgage, 19 Rental properties, 20 Real property, 21 Vehicles (model/year), 22 Other assets (describe), 23 Federal taxes outstanding, 24 State taxes outstanding, 25 Accounts/notes payable, 26 Charge cards, 27 Other (include judgments) and 28 Total.

Step 5: Complete the following monthly income and expense analysis. Household monthly income: 29 Your take home pay, 30 Your spouse's take home pay, 31 Pensions, 32 Rental income, 33 Other (specify). 34 Add Lines 29 through 33. Monthly expenses: 35 Rent (if no home mortgage in Step 4), 36 Groceries, 37 Monthly payments (from Line 28), 38 Utilities, 39 Auto expenses (i.e., insurance, gas), 40 Child support paid, 41 Other (specify).

42 Add Lines 35 through 41.

43 Subtract Line 42 from Line 34. This amount is your monthly net income after expenses.

Disclosure of this information is REQUIRED.

Failure to provide information could result in this form not being processed.

Common questions about Form EG-13-I

Who signs it?

Debtor's signature with Date. Spouse's signature with Date.

What am I certifying when I sign?

Under penalties of perjury, I state that this statement of assets and liabilities and other information is, to the best of my knowledge, true, correct, and complete.

Sources

[1] Form EG-13-I (R-5/12), Illinois Department of Revenue (the Official source link on this page).

Form EG-13-I PDF Details

The Illinois Department of Revenue EG-13-I, formally known as the Financial and Other Information Statement for Individuals, serves as a comprehensive document designed to collect detailed financial information from individuals. This form, integral to state financial processes, requires individuals to disclose not only basic personal and employment information but also extends into detailed financial territories including assets, liabilities, and monthly income and expenditure. The form is structured in a way that guides the filer through several steps, starting with personal identification and employment details, moving through income and property disclosure, and ending with a declaration of any pending bankruptcy or similar financial distress situations. Further, it necessitates a full disclosure of assets and liabilities, capturing information on bank accounts, household furniture, mortgages, and more, culminating in a monthly income and expense analysis to encapsulate the debtor’s financial health comprehensively. It underscores the significance of accuracy and honesty, as submissions are under the penalty of perjury. Designed to aid in the resolution of tax or financial discrepancies, the EG-13-I highlights the Illinois Income Tax Act's requirements and underscores the consequences of failure to provide the necessary information, including the potential for non-processing of the form.

QuestionAnswer
Form Name Form EG-13-I
Form Length 2 pages
Fillable? No
Fillable fields 0
Avg. time to fill out 30 sec
Other names eg 13, form eg 13 i, eg 13 i form illinois, eg 13 1 forms, financial and other information statement for individuals