Title
Title
Rules and Forms | Family Law: Financial Disclosure Forms (Action Required)
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Summary
Summary
Recent federal legislation (H.R. No. 1, 119th Cong., 1st Sess. (2025)) made changes to federal law, including modifying the tax treatment of certain income attributable to tips and overtime for tax years 2025-2028. To implement House Resolution No. 1 and address concerns identified during prior rule cycles and the public comment process, the Family and Juvenile Law Advisory Committee recommends revising three family law forms used by parties to provide financial disclosures and request information from an adverse party’s employer. The committee also recommends adopting four mandatory attachment forms, approving two optional attachment forms, and revoking an optional information sheet to facilitate more comprehensive and accurate financial disclosure.
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Recommendation
Recommendation
The Family and Juvenile Law Advisory Committee recommends that the Judicial Council, effective January 1, 2027:
1. Adopt the following forms:
• Variable Income Attachment (form FL-150(A));
• Disability, Worker’s Compensation, and Unemployment Benefits Attachment (form FL-
1. 150(C));
• Miscellaneous Income Attachment (form FL-150(D)); and
• Lawyer’s Fees Attachment (form FL-150(F)).
2. Approve the following forms:
• Profit and Loss Statement Attachment (form FL-150(B)); and
• Additional Expenses (form FL-150(E)).
3. Revise the following forms:
• Income and Expense Declaration (form FL-150);
• Financial Declaration (Simplified) (form FL-155); and
• Request for Income and Benefit Information From Employer (form FL-397).
4. Revoke Which Financial Form-FL-155 or FL-150? (form DV-570).
These recommendations incorporate numerous revisions made in response to public comments received during the invitation-to-comment process both for this cycle and a previous cycle.
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