Net Worth Statement Fillable PDF or Word Document Options for Massachusetts
Download Form Options for the Net Worth Statement
(Short or Long Form)
When preparing your Massachusetts Financial Statement, it’s important to download the correct and most up-to-date version of the form—whether you’re using the Short Form (for individuals earning less than $75,000 annually) or the Long Form (for those earning $75,000 or more). These documents are required by the Massachusetts Probate and Family Court in nearly all contested divorce proceedings and in many mediated cases.
Both forms are available for download as fillable PDFs from the Massachusetts Court System website. However, the way you choose to access and complete the form—whether in PDF, printed paper, or through a word processor—can affect usability, legibility, and the accuracy of your financial entries.
Use the Correct and Current Form
The Massachusetts Financial Statement forms are periodically updated. Using an outdated version may result in delays, confusion between parties, or even rejection by the court. Always check for the most recent revision date printed in the footer of the form—generally formatted as “(Rev. mm/yyyy)”—to ensure compliance with current court requirements.
Forms are available here: Probate and Family Court Financial statement (long form) (CJD 301L)
Important Notes About the Form Format
Manual Calculations Required
The Financial Statement forms do not include automatic calculations, even in the fillable PDF versions. You’ll need to manually add and total your income, expenses, and asset values. Using a separate calculator or spreadsheet can help reduce errors and make the process easier.
Spouses Must Use the Same Version
If both parties are completing their Financial Statements, it’s best to ensure both are using the same version of the form. This avoids discrepancies during comparison or court review and saves time when reconciling financial details.
Updating or Revising the Form
If your financial situation changes after you’ve submitted the form, for example, if your income, debts, or living expenses shift, you’ll need to download a fresh copy and prepare an updated version for submission.
Court Filing Requirements
In Massachusetts, the Financial Statement must be signed under the pains and penalties of perjury and is typically filed in court prior to hearings for temporary orders, case management conferences, or settlement negotiations.
Final Tip:
If you’re unsure whether to use the Short or Long Form, consult with your attorney—or refer to the income threshold outlined on the Massachusetts Court website. Preparing your form correctly the first time can save you considerable time, confusion, and legal fees down the road.