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The treatment of life insurance depends on whether or not the insurance is a payroll deduction.

This note describes both possibilities.

1. If the life insurance is a payroll deduction:

If the life insurance is a payroll deduction, you may indicate that on the Case, Income & Expenses page, as shown below.

The entry will then carry to the Sworn Financial Statement, Section 2.

2. If the life insurance is NOT a payroll deduction:

Life insurance that is NOT a payroll deduction is not on the Official Affidavit.

If your client has life insurance that is NOT a payroll deduction, and you want it to appear on the Sworn Financial Statement, enter it as a write-in line under section I. Miscellaneous.


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