FL-155: Financial Statement (Simplified) in a California property case

Where it fits in the property workflow

Its use is narrower than the full income-and-expense declaration and it is not a substitute for the asset-and-debt disclosure package.

Always open the official California Courts page before use. It provides the current revision, current download and any translations or instructions; this guide intentionally does not host a copy that can become stale.

Prepare before touching the form

• Confirm the current eligibility instructions before using the simplified form
• Collect the income proof required by the form
• Keep the property inventory in its separate workflow

The handoff to the next document

Record what form FL-155 proves, what it merely reports, and the source documents behind its financial statements. The same asset, debt, date and amount should not acquire a new identity simply because it crosses from an intake schedule to a pleading, proof, attachment or judgment package.

Boundary to keep visible

Do not choose a simplified form merely because the finances are difficult to collect; eligibility comes from the official instructions.

Continue the workflow