Key takeaways
Fill, sign, and submit UK CRS Income and Expenditure from any browser — or have AI generate a custom version in seconds. No installs, no printing, no back-and-forth.
- Form E: financial statement (Income and Expenditure Form) provides the court with a comprehensive overview of an individual's financial situation.
- Any party applying for a financial order must sign the Statement of Truth before a solicitor or authorized person.
- The form requires detailed disclosure of assets, income, liabilities, pensions, and standard of living to ensure fair financial orders.
- Parties must file the document with the court at least 35 days before the first appointment in financial remedy proceedings.
- Required attachments include bank statements, payslips, and property valuations to verify the disclosed financial information.
- Failure to provide full disclosure can result in cost orders, adverse inferences, or findings of contempt of court.
What is UK CRS Income and Expenditure?
Income and Expenditure Form (Form E: financial statement) is a document used to provide the family court with comprehensive information regarding an individual’s financial circumstances. This form is required when a party applies for or responds to an application for a financial order during divorce or the dissolution of a civil partnership. It ensures that all financial resources and needs are fully disclosed to assist the court in making fair financial orders regarding maintenance payments, property division, or pension sharing.
The document captures detailed data across several categories, ranging from general personal information to specific disclosures of capital assets, liabilities, and regular income. It requires the reporting of property valuations, bank accounts, and pension entitlements, alongside a summary of current and future expenditure needs. Completing this document involves attaching supporting evidence such as payslips and bank statements, and it concludes with a statement of truth that the party must sign to confirm the accuracy of the disclosure.
Issued by HM Courts & Tribunals Service
Who needs the UK CRS Income and Expenditure — and who doesn't
Not everyone files UK CRS Income and Expenditure. The checklist below tells you whether it applies to your situation — and points you to the right alternative if it doesn't.
You need this UK CRS Income and Expenditure if…
- you are a party applying for a financial order in a family court within England and Wales
- you are responding to an application for a financial settlement during a divorce or the dissolution of a civil partnership
- the court requires a comprehensive disclosure of your income, assets, and liabilities to determine fair maintenance or property division
- you must provide a formal declaration of your financial resources and needs at least 35 days before your first court appointment
You do not need this UK CRS Income and Expenditure if…
- you are not involved in any family court proceedings regarding financial orders in England or Wales
- the court has explicitly permitted a simplified procedure or a shorter form of financial disclosure
- your legal matter is a general civil proceeding in a High Court or county court rather than a family court case
Why you need the UK CRS Income and Expenditure
Why people fill out UK CRS Income and Expenditure, and what tends to go wrong when they don't.
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Achieve Fair Settlements Completing Form E: financial statement (Income and Expenditure Form) provides the court with the necessary details to make equitable decisions regarding property division, maintenance, and pensions during family law proceedings.
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Comprehensive Financial Mapping The form’s detailed sections for capital and liabilities ensure all assets are documented. This thorough breakdown helps you fulfill the legal requirement for full and frank disclosure of your financial resources.
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Formal Legal Verification Signing the required Statement of Truth confirms that the financial information provided is complete and accurate. This formal verification prevents legal complications and ensures the court accepts your financial evidence.
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Streamlined Digital Workflow Use pdfFiller to fill, edit, and eSign this form directly in your browser. The platform makes it easy to store your progress and share the final document with the court or solicitors.
UK CRS Income and Expenditure vs. similar documents
UK CRS Income and Expenditure gets mixed up with similar documents more than most. Here's how to tell them apart, and what filing the wrong one actually costs.
| Comparison criteria | Form E: financial statement (Income and Expenditure Form) | Form A | Form H |
|---|---|---|---|
| Purpose | Full disclosure of financial resources and needs | Formally initiate application for financial orders | Estimate or statement of legal costs |
| When to use | Applying for or responding to financial orders | To begin financial remedy proceedings | During First Appointment and final hearings |
| Signatures required | Signed and sworn by the applicant | Not specified | Not specified |
| Filing | 35 days before the first appointment | Typically filed before Form E | Filed at various stages of proceedings |
| Governing reference | Family Procedure Rules 2010 | Not specified | Not specified |
What each section of UK CRS Income and Expenditure means
Every section explained — what it's asking, the records you'll need on hand, and the mistakes that most often cause a rejection or follow-up request.
| General Case Information | Provide personal details for both parties, information regarding any children involved, and specific details about the nature of the financial order application being made. |
|---|---|
| Assets and Capital | Disclose all financial assets including real estate, bank accounts, investments, business interests, and any trusts in which you have a beneficial interest or control. |
| Debts and Liabilities | List all financial obligations such as outstanding mortgages, personal loans, credit card balances, and any other debts owed to individuals or commercial institutions. |
| Sources of Income | Detail all regular income streams, including earned salary from employment, self-employment profits, state benefits, and any other recurring receipts from various sources. |
| Expenditure and Needs | Record current and proposed future spending to demonstrate your financial needs, covering daily living costs, housing expenses, and other requirements for your standard of living. |
| Pension Entitlements | Provide comprehensive details regarding all pension schemes, including the latest Cash Equivalent Transfer Value for each entitlement to ensure a fair assessment of resources. |
| Relationship History Timeline | Create a chronological timeline of significant dates, focusing on the duration of the relationship and major financial events that have occurred over time. |
| Additional Relevant Facts | Include any other pertinent circumstances, such as anticipated changes in income, future financial plans, or specific needs not covered in previous sections of the form. |
| Signed Statement Truth | Sign and date this declaration to confirm that the information provided throughout the document is true, complete, and accurate to your best knowledge. |
How to fill out UK CRS Income and Expenditure using pdfFiller
A walkthrough from the first field to the signature line. With your records in front of you, most people finish in under ten minutes.
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Open the Form Click Get Form to open the Income and Expenditure Form (Form E: financial statement) in the pdfFiller editor to begin your comprehensive financial disclosure for the family court.
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Enter General Information Click the text fields in Part 1 to provide details about the parties involved, any children, and the nature of the application as required for your court proceedings.
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Disclose Assets and Liabilities Use the editor to list all capital in Part 2 and liabilities in Part 3, including property values, bank balances, investments, mortgages, and any other outstanding financial obligations.
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Report Income and Pensions Navigate to Part 4 to input all sources of income and benefits, then fill out Part 6 with full details of your pension entitlements and latest transfer values.
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Detail Expenditure and History Document your standard of living and financial needs in Part 5, and use the text tool to provide a chronological timeline of relationship and financial milestones in Part 7.
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Add Other Information Complete Part 8 by typing in any additional relevant facts, future financial plans, or significant changes in circumstances that the court should consider when reviewing your financial statement template.
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Sign the Statement Go to Part 9 and use the signature tool to add a legally binding e-signature to the Statement of Truth, confirming the accuracy and completeness of your financial disclosure.
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Save and Share Store your document in pdfFiller’s secure encrypted storage, then download the finished PDF or share it with the court and other parties via email, link, or fax.
Required disclosures & attachments
The fields UK CRS Income and Expenditure won't be accepted without — and the disclosures filers most often miss.
Deadlines, key dates & penalties for UK CRS Income and Expenditure
When UK CRS Income and Expenditure is due, what late filing actually costs, and how to request more time if you need it.
| Filing Deadline | Form E: financial statement (Income and Expenditure Form) must be filed with the court and served on the other party at least 35 days before the first appointment in financial remedy proceedings. |
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| Penalties for Non-Compliance | Failure to provide full and frank disclosure or file the form can lead to the court drawing adverse inferences, issuing cost orders against the non-compliant party, or excluding evidence. Deliberate non-disclosure may result in a finding of contempt of court. |
Recent changes to UK CRS Income and Expenditure
The official Form E: financial statement (Income and Expenditure Form) was most recently updated on 10 April 2024. This version is designed to meet the requirements of the Family Procedure Rules 2010 and ensures all parties provide a comprehensive overview of their financial resources and needs.
A critical component of this document is the Statement of Truth in Part 9, which must be signed by the party to confirm that the disclosure is full and accurate. Signing this declaration is mandatory, as it serves as a formal attestation to the court that all listed assets, liabilities, and income sources are correct.
Using the current version is vital because the court may impose serious penalties for failing to provide full disclosure. These consequences can include the court drawing adverse inferences, issuing cost orders against the non-compliant party, or even making findings of contempt of court for deliberate omissions.
Pointer: Check that your document reflects the April 2024 update to remain compliant with current family court procedures.
Key terms used in UK CRS Income and Expenditure
A one-sentence glossary of the UK CRS Income and Expenditure terms and concepts you'll see throughout this guide.
- Capital
- Comprehensive disclosure of all assets including property, bank accounts, investments, trusts, and business interests owned by the party.
- Liabilities
- Detailed information regarding all debts, mortgages, loans, and other financial obligations owed by the individual completing the form.
- Cash Equivalent Transfer Value
- The current valuation of a pension entitlement, required as a specific attachment for all pension disclosures.
- Standard of Living
- A section detailing current and proposed expenditure to demonstrate financial needs and historical lifestyle to the court.
- Statement of Truth
- A signed declaration confirming that the information provided in the financial statement is accurate and complete.
Frequently asked questions about UK CRS Income and Expenditure
Quick answers to the questions we hear most often about completing the UK CRS Income and Expenditure.
Form E: financial statement (Income and Expenditure Form) is the primary document used in England and Wales to disclose financial information during family court proceedings. It provides the court with a comprehensive overview of a party's assets, liabilities, income, and expenditure to ensure fair outcomes for financial orders, such as property division or maintenance.
Any person who is a party to an application for a financial order in the family court must complete this form. This includes both the applicant and the respondent, as full and frank disclosure of all financial resources and needs is mandatory for the court to make informed decisions regarding the case.
Applicants must attach bank statements for the last 12 months, three months of payslips, and current pension valuations. Additionally, you must provide property valuations, mortgage statements, and business accounts for the previous two to three years if you are self-employed, along with statements for any relevant investments or debts.
You must file the form with the court and serve it to the other party no less than 35 days before the first appointment. Meeting this deadline is a regulatory requirement under the Family Procedure Rules to allow for the proper review of financial data before the court hearing.
Providing incomplete or inaccurate information can lead to cost orders against you, adverse court inferences, or findings of contempt of court. The court relies on the Statement of Truth at the end of the document, and deliberate non-disclosure may result in the exclusion of evidence or other legal penalties.
You can use pdfFiller to complete, edit, and sign Form E: financial statement directly in your browser. The platform allows you to add a legally binding e-signature to the document, securely store your sensitive financial data in encrypted storage, and share the finished PDF with the court or other parties via email.
