FL-140Declaration of Disclosure
Signed cover sheet identifying the preliminary disclosure packet.
Official guidance ↗Disclosure checklist
Check the usual preliminary-disclosure forms, supporting financial records, and later proof of exchange—without uploading financial documents.
01
Review records
Mark what you have, need to locate, or need to verify.
Core packetOrdinary preliminary-disclosure checklist
FL-150Income and Expense Declaration
Current party-supplied income, deductions, assets and monthly expenses.
Official guidance ↗FL-142 / FL-160Assets and debts schedule
One of the two ordinary property-and-debt form paths.
Official guidance ↗RECORDTax returns from the last two years
Complete private copies for the period identified by California Courts.
Official guidance ↗SOURCEProof of income for the past two months
Pay records or other proof supporting current income information.
Official guidance ↗SOURCERecords showing what is owned and owed
Applicable account, title, balance, loan and debt records behind the schedules.
Official guidance ↗Situation-specific sourcesMark N/A only after checking applicability
IF APPLICABLERetirement account or pension information
Statements or plan information when either party has a retirement interest.
Official guidance ↗IF APPLICABLEReal-property records
Mortgage, title, value, and related records needed to trace the disclosed figures.
Official guidance ↗IF APPLICABLESelf-employment or business records
The current FL-150 calls for specified profit-and-loss or Schedule C support for self-employment.
Official guidance ↗IF APPLICABLEOther income records
Records behind rental, investment, benefit, or other income entered on FL-150.
Official guidance ↗After preparationSeparate exchange and court-record status
EXCHANGEA record of the packet actually exchanged
Exact forms and attachments, delivery method, reported date, sender and recipient.
Official guidance ↗FL-141Court-filed disclosure service declaration
A file-stamped copy or court-record entry supporting what was reported to the court.
Official guidance ↗02
Your checklist
This checklist cannot tell you whether the packet meets every legal requirement.
Mark a record to enable PDF download.
Scope: ordinary preliminary disclosures
What this checklist covers
Use this checklist to review the usual forms and supporting records for preliminary financial disclosures. It also separates the packet you exchange from FL-141, which reports service to the court. The checklist cannot verify that every account or figure is correct.
Private exchangeThe financial packet goes to the other party
The usual disclosure forms and supporting financial records are shared rather than filed together as one public court packet.
Court recordFL-141 reports the service event
The declaration filed with the court is not a substitute for the underlying packet or independent proof of every figure.
Why every figure needs a source date
A statement can exist and still be too old for the figure it is supposed to support. Keep the record, covered period, and calculation connected to the matching entry on FL-150, FL-142, or FL-160. Keep originals private before creating redacted or annotated working copies.
Read the complete financial-disclosure guide →
Official sources
- California Courts: Gather and share financial information
- California Courts: File proof you shared financial information
- California Courts: Decide if you have the information you need
- California Courts: Current FL-150 form page
This tool provides a limited organizational checklist, not legal or financial advice. Special procedures, orders, local requirements and the facts of a case can change what is needed. Use current official forms and get help from the court self-help center or a lawyer when necessary.
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