What Is Form FL-140? The Preliminary Declaration of Disclosure Explained

What Is Form FL-140? The Preliminary Declaration of Disclosure Explained

 

Disclaimer

This article is for general informational and educational purposes only. It does not constitute legal advice and should not be relied upon as such. Court forms, filing requirements, and procedures are subject to change. Always verify current form versions at courts.ca.gov and consult a licensed California attorney for guidance specific to your situation. Reading this article does not create an attorney-client relationship with SuperDocs or any attorney.

 

If you handle dissolution or legal separation cases in California, Form FL-140 the Preliminary Declaration of Disclosure is the cover document that initiates the mandatory financial disclosure process. FL-140 certifies that a party has served the required financial disclosures FL-142 and FL-150 on the other party.

Failing to serve the preliminary disclosure on time, or serving it without the required attachments, can stall the case, expose a party to sanctions, or prevent the court from entering a judgment.

 

Why FL-140 Matters

California Family Code requires both parties in a dissolution or legal separation case to exchange a full and accurate picture of their financial situation before any judgment is entered. FL-140 is the mechanism that formally initiates this exchange, signed under penalty of perjury.

 

When Is FL-140 Required?

     The petitioner must serve their Preliminary Declaration of Disclosure at the same time as or shortly after serving the petition

     The respondent must serve their own within 60 days of filing their response

     A Final Declaration of Disclosure is also required before judgment, unless waived using FL-144

     FL-140 is served on the other party not filed with the court. Proof of service is documented via FL-141

 

What Must Be Served with FL-140

     FL-142 Schedule of Assets and Debts

     FL-150 Income and Expense Declaration

     A copy of the two most recent federal and state tax returns

     All documents referenced in completing the above forms

 

How to Complete FL-140: Section-by-Section Guide

1. Case Caption

Enter party names and case number exactly as they appear on FL-100 and all other filed documents.

2. Petitioner or Respondent Designation

Indicate whether the form is being served by the petitioner or the respondent. Each party serves their own separate FL-140 package.

3. Declaration of Service

Confirm that FL-142, FL-150, and copies of the most recent tax returns have been served on the other party. This section is signed under penalty of perjury.

4. Date and Signature

FL-140 must be signed by the party not just the attorney. Confirm the client has reviewed and understands the full disclosure package before signing.

 

Preliminary vs. Final Declaration of Disclosure

     Preliminary served early in the case at or shortly after the petition is filed. Required in all cases.

     Final served before judgment is entered. Must reflect updated financial information.

     FL-144 both parties can agree to waive the final disclosure, which is common in uncontested cases where circumstances have not changed

 

Mistakes and Best Practices

The most common problems to avoid:

     Serving FL-140 without the complete attachment package

     Missing the service deadline

     Having the attorney sign instead of the party

     Failing to file FL-141 with the court after serving FL-140

     Inconsistencies between FL-142 and FL-150 in the same package

 

And the workflow habits that prevent them:

     Prepare FL-140, FL-142, and FL-150 as a single package never serve FL-140 alone

     Cross-check all figures across FL-142 and FL-150 before the client signs FL-140

     File FL-141 with the court immediately after the disclosure package is served

 

Companion Forms Filed with FL-140

     FL-142 Schedule of Assets and Debts

     FL-150 Income and Expense Declaration

     FL-141 Declaration Regarding Service of Declaration of Disclosure

     FL-144 Stipulation and Waiver of Final Declaration of Disclosure

     FL-160 Property Declaration

 

How SuperDocs Can Help

SuperDocs is a California court form platform designed for attorneys and paralegals. No lengthy setup, no forms about forms just open a CJC court form and start typing. Shared case details fill in as you go, and information entered on one form is available across related forms in the same matter. Checkboxes, dates, assets, and other details are tracked behind the scenes so nothing gets missed.

For FL-140 filings, party names, case numbers, and financial data entered once are available across FL-142, FL-150, FL-141, and related forms in the same case.

Spend less time on re-entry, more time on the case.

     Open any court form and start typing no lengthy setup required

     Shared case details and contacts are available across related forms enter data once and reuse it throughout the case

     Assets, dates, and case details tracked and reused across the entire case

     Review and edit any field before printing or downloading

     Save client profiles for use throughout the lifecycle of the case

 

 

Ready to Get Started with SuperDocs? Open any CJC court form and start typing. Try it free for 7 days no payment required.  Get Started Free at superdocs.com

 

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