Form BOA-4 at a glance
What it is: The BOA-4 is the Illinois Department of Revenue Financial Information Statement for Individuals.
Who signs: Petitioner's signature (not representative) and Date. Spouse's signature and Date.
A filled-in Form BOA-4 example: a single employee fills out Part A

How to fill out Form BOA-4, box by box
Part A: Your information

Section 1, Part A: Your information. If married, complete your spouse's information in Part B.
Enter your name, street address, city, state, ZIP, home phone and Social Security number on Lines 2 to 5.
On Line 6, check yes or no for Unemployed. If “yes,” write how long.
Enter the current or former employer's name, address, work phone and occupation on Lines 7 to 10.
On Lines 11 to 16, enter your filing status, average monthly take-home pay, amounts withheld from your paycheck (e.g., savings, bonds, deferred amounts, car payments, etc.), dates paid, length of employment and date of birth.
On Line 17, enter the name and address of next of kin (other than spouse).
Part B: Your spouse's information

Enter your spouse's name, address (if different) with city, state and ZIP, home phone (if different), Social Security number, current or former employer's name, address with city, state and ZIP, work phone, occupation, average monthly take-home pay, amounts withheld, dates paid, length of employment and date of birth on Lines 18 to 31.
Part A: Your bank accounts

Section 2: Complete the following financial information. Attach additional sheets in the same format for any of the following parts if necessary.
List your bank accounts, including savings and loans, credit unions, IRA and retirement plans, and certificates of deposit, with the Type of Account, Name of institution, Address, account number and Balance.
Add Lines 32 through 37, Column E, and write the total on Line 38 and on Part G, Line 56, Column B.
Part B: Your charge cards or credit lines from your banks, credit unions, and savings and loans
Part C: Real property you own
Part D: Your life and health insurance policies
Part E: Your securities

For your securities (e.g., stocks, bonds, annuities, mutual funds, money market funds, government securities, notes, personal, etc.), enter the Type of security, Location, Owner of record, Quantity or denomination and Present value.
Add Lines 51 and 52, Column E, and write the total on Line 53 and on Part G, Line 61, Column B.
Part F: Miscellaneous information
Part G: Analyze your assets and liabilities

Write amounts in all unshaded areas that apply.
Line 56 is the Total bank accounts from Section 2, Part A, Line 38. Line 57 is the Total charge cards balance from Section 2, Part B, Line 44. Line 60 is the Total cash or loan value of insurance from Section 2, Part D, Line 50. Line 61 is the Total securities from Section 2, Part E, Line 53.
Line 63 is for other liabilities not covered above (e.g., judgments, charities, tuition). Line 64 is for federal taxes owed. Line 65 is for state taxes owed: Illinois individual income tax, Illinois business income tax and other state taxes.
Part H: Analyze your monthly income and expenses

Income, Lines 67 through 76: 67 Your wages or salary, 68 Your spouse's wages or salary, 69 Interest or dividends, 70 Business income, 71 Rental income, 72 Your pension, 73 Your spouse's pension, 74 Child support, 75 Alimony, 76 Other (specify). Necessary monthly living expenses, Lines 78 through 87: 78 Rent (not included in Part G, Line 59), 79 Groceries (number of people), 80 Installment pmts. from Part G, Line 66, Col. E, 81 Utilities: a gas, b water, c electric, d telephone, 82 Transportation, 83 Insurance (monthly premiums): a life, b health, c home, d car, 84 Medical (not covered in Line 83b), 85 Estimated tax payments, 86 Court-ordered payments, 87 Other (specify). 88 Add Lines 78 through 87.
77 Add Lines 67 through 76, Column C.
89 Subtract Line 88 from Line 77. This amount is your net income after expenses.
Part I: Complete any additional asset or income information
More rules for Form BOA-4
Disclosure of this information is REQUIRED. Failure to provide information could result in this form not being processed.
Common questions about Form BOA-4
Who signs it?
Petitioner's signature (not representative) and Date. Spouse's signature and Date.
Is there a penalty?
Section 3: Sign below. Under penalties of perjury, you state that you have examined this statement of assets, liabilities, and other information.
What am I certifying when I sign?
By signing you state that this statement of assets, liabilities, and other information is, to the best of your knowledge, true, correct, and complete.
Sources
[1] Form BOA-4 (R-4/01), Financial Information Statement for Individuals, Illinois Department of Revenue (the Official source link on this page).





