WHAT IS FORM E USED FOR?

Form E is a financial statement form which is used to disclose the financial worth of all your marital assets, finances, and pensions (both joint and single) to the court so they can have all the information to start the division of your marital assets between you and your ex-partner. This process is also called ancillary relief, financial remedy, and financial settlement proceedings.

Once you or your ex-partner have submitted a completed form A to the court – the form you send in to the court to start the court process of dividing your marital assets – the court will contact you and your ex-partner by letter. In this letter, they will inform you of the date and time of the first appointment/court hearing called the first directions appointment (FDA) and ask you and your ex-partner to submit a completed form E by a certain date and time. The court will also ask you to submit a chronology, a questionnaire for the other party, a statement of issues, and a form G. These documents will help the court to start the proceedings for financial settlement. 

LINK TO OUR L.I.P HELP GUIDE FOR FORM A

LINK TO OUR L.I.P HELP GUIDE FOR CHRONOLOGY

LINK TO OUR L.I.P HELP GUIDE FOR QUESTIONNAIRE AND REQUEST FOR DOCUMENTS 

LINK TO OUR L.I.P HELP GUIDE FOR STATEMENT OF ISSUES 

LINK TO OUR L.I.P HELP GUIDE FOR FORM G 

You and your ex-partner will both complete your own separate Form E.

ARE THERE ANY GOVERNMENT OR OUR OWN L.I.P HELP GUIDES OR WRITE UPS TO HELP YOU COMPLETE FORM E?

The government website linked below has guidance notes to help you complete form E. 

LINK TO GOVERNMENT GUIDANCE NOTES FOR FORM E 

WHAT IS THE FEE TO SEND FORM E TO THE COURT AND HOW TO PAY FOR IT?

This form is free to send to the court.

HOW TO COMPLETE FORM E AND WHERE TO SEND IT.

Please read the following two L.I.P Help Guides to understand financial terms, financial court orders, and details about pensions so that you have a better understand of these in order to complete form E.

LINK TO OUR L.I.P HELP GUIDE ‘FINANCIAL TERMS AND FINANCIAL COURT ORDERS EXPLAINED’

LINK TO OUR L.I.P HELP GUIDE TO ‘DIVIDING PENSIONS AND PENSION SHARING ORDERS’

• NOTE 1 – The ex-partner who completed the initial form A to start the court process of dividing your marital assets, finances and pensions is called the petitioner or applicant. The other ex-partner is called the respondent. This will apply to all the forms you will send from now on.
• NOTE 2 – You can complete this form online and then print a hard copy. Alternatively you can download it, print it and then complete by black pen. 
• NOTE  3- If you find there is not enough space to complete your answers on your form then please use additional sheets of paper to continue on and attach them to your form. Please write your name, address, case number and question number on the top of your additional sheets of paper. 
• NOTE 4 – Please send a copy of your form E, any evidence and attachments to the court and a copy to your ex-partner or their solicitor by the date and time set by the court. 
• NOTE 5 – Please keep a copy of your form E, all evidence and attachments for yourself outside of the ones you send to the family court.
• Form E is 28 pages long.
• Page 1 –
• There is a box in the top right hand corner of page 1 – you must write the name of the court where your financial proceedings are being heard, your case number, the full names of the applicant and the respondent.
• You will need to write your name in the box underneath on the left hand side as this is your form E and tick either the box which says spouse or civil partner whichever you are. Please write the date underneath in the box.
• You will then need to write the full names of both parties and who they are in the boxes underneath. 
• Section 1 will ask you general information about yourself.
  
  • 1.1 – Your full name.
  • 1.2 – Your date of birth
  • 1.3 – Date of your marriage.
  • 1.4 – Your occupation.
  • 1.5 – Date of your separation.
  • 1.6 – Date of your divorce application, date of your decree nisi certificate, date of your decree absolute certificate.
  • 1.7 – Date of any subsequent marriage.
  • 1.8 – Are you living with a new partner
  • 1.9 – Do you intend to live with a new partner within the next 6 months
  • 1.10 – Full names and date of birth of the children and whom they live with. 
  • 1.11 – State of health of you and the children if relevant.
  • 1.12 – Details of the present and proposed future educational arrangements for the children
  • 1.13 – Details of any child support maintenance calculation/maintenance order or agreement made regarding the children. If there is none you will be asked to estimate the liability of the non-resident parent under the child support act 1991.
  • 1.14 – If your application is to vary a court order, give details of what need to be varied and what changes you seek. Please attach a copy of the court order.
  • 1.15  – Details of any other court cases between and your ex-partner with regards to money, property, children or anything else relevant.
  • 1.16 – Details of what terms you occupy your present residence (tenant or owner-occupier for example) and details of the other occupants
• Section 2 will ask you about your financial details.
  
  •  Part 1 – Real estate and personal assets.
    • 2.1 – Details about about the family home if it is unsold. You will need to attach a valuation obtained in the last 6 months and a recent mortgage statement confirming the amount outstanding. If you do not have a valuation please give your own realistic estimate of the current market value of your family home.
    • 2.2 – Details of your interest in any other property, land or buildings. You will need to attach a valuation obtained in the last 6 months and a recent mortgage statement confirming the amount outstanding. If you do not have a valuation please give your own realistic estimate of the current market value. 
    • 2.3 – Details of all personal bank, building society, national savings accounts that you have at any time in the last 12 months. They can be in your own name or be in joint names or you can have an interest in the account. For joint accounts you must give the name of the other account holder. You must attach all statements for each account for the last 12 months.
    • 2.4 – Details of all investments, shares, TESSA’s, ISA’s, bonds, stocks, gilts, unit trusts, investment trusts, national savings investments that you hold or have an interest in. Please do not include dividend income as this will be dealt with separately. Please attach the latest statement for each investment.
    • 2.5 – Details of any life insurance policies including endowment policies that you hold or have an interest in. You must include those who do not have a surrender value. Please attach a surrender value of each policy that has a surrender value.
    • 2.6 – Details of any monies that are owed to you. Do not include monies owed in directors or partnership accounts. This should be included in 2.11. 
    • 2.7 – Details of any cash sums held above £500. Where is the money held and the currency it is in.
    • 2.8 – Details of any personal belongings individually worth more than £500. Name the item and describe it.
  • Part 2 – Capital – liabilities and capital gains tax
    •  2.9 – Details of any liabilities excluding mortgage and overdrawn accounts. Include money owed on credit cards and store cards, bank loans, hire purchase agreements. Include all cards on your name alone and on joint names and whether they have a nil or positive balance. In cards are joint then state your share of the liability.
    • 2.10 – Details and estimate of any capital gains tax payable on disposal now of any of your property or personal assets. 
  • Part 3 – Capital – business assets and directorships.
    •  2.11 – Details of all your business interests. Please attach copies of all business accounts for the last two financial years. Any other documentation that can estimate the current value of your interest in the business. 
    • 2.12 – List any directorships you hold or have held in the last 12 months other than those disclosed in 2.11.
  • Part 4 – Capital – pensions and pension protection fund compensation (PPF)
    • 2.13 – Details of your pension rights and all PPF entitlements. Please exclude your state pension.
  • Part 5 – Capital – other assets
    • 2.14 – Give details of any other assets not yet disclosed. Please see the list on the form.
  • Part 6 – Income – earned income from employment
    •  2.15 – Details of any earned income from employment. Please attach a P60, last 3 payslips formP11D if you have one.
  • Part 7 – Income – Income from self-employment or partnership
    •  2.16 – Details of your income from your business. Please attach a copy of your last tax assessment or a letter from your accountant confirming your tax liability. A copy of your management accounts if required. 
  •  Part 8 – Income – income from investments – dividends, interest or rental.
    •  2.17 – Income received in the year ending 05th April – last financial year. Estimate for the current year. State if income is gross or net of income tax.
  • Part 9 – Income – income from state benefits – including state pension and child benefit.
    •  2.18 – Details all all state benefits you are currently receiving.
  • Part 10 – Income – any other income 
    •  Details of any income not disclosed so far. Please read the list on the form.
  • Page 19 has 2 boxes which summarise the total value of parts 1-5 and parts 6-10
•  Section 3 will ask about your income needs.
  •  Part 1 – income needs.
    • 3.1 – Income needs for yourself and the children living with you or provided for by you. State the weekly, monthly and annual value. Also state how you think these values will change in the future. Give an estimate of these costs in the future.
    • 3.1.1 – Income for yourself
    • 3.1.2 – Income needs for the children living with you or provided for by you. 
  • Part 2 – capital needs – housing, car
    •  3.2.1 – Capital needs for yourself
    • 3.2.2 – Capital needs for the children living with you or provided for by you.
• Section 4 – Other information
  • 4.1.1 – Details of any significant changes in your assets or income in the last 12 months such as the disposal of any asset.
  • 4.1.2 – Details of any significant changes in your assets and income likely to occur in the next 12 months.
  • 4.2 – Details of the standard of living enjoyed by you and your ex-partner during the marriage.
  • 4.3 – Details any particular contributions to family property, assets, outgoings,  family life, and the welfare of the family that you, your ex-partner or any one else has made that should be taken into account. State the item, describe the contribution and the amount. State when it was made and by whom. State contributions made and those that will be made in the future.
  • 4.4 – Give details of bad behaviour or conduct by your ex-partner that should be taken into account when dividing marital assets. This will only be taken into account in exceptional circumstances.
  • 4.5 – Give details of any other circumstances that you consider could significantly affect the financial provision to be made by or for you and the children. Please refer to the list on the form.
  •  4.6 – If you have subsequently married or are living with another person give details of their income, assets and liabilities if you are able to.
• As mentioned previously if you do not understand what some of the financial terms referred to in your form E mean or what type of financial court orders you need to ask for in section 5 (page 25) of form E then please read our L.I.P Help Guide ‘financial terms and financial court orders explained’. Click on the link above.
• If you do not know what the pension terms mean in part 5.1c, please refer to our L.I.P Help Guide for ‘Dividing Pensions And Pension Sharing Orders’. Please click on the link above.
• Section 5 – Order sought
  • 5.1.a – Do you want your family home transferred to yourself or to your ex-partner or sold.
  • 5.1.b – Do you want spousal maintenance or a clean break order. 
  • 5.1.c – Will ask you what type of pension order you are looking for. 
  • 5.1.d – If you want to transfer or agreement of any property or assets please list them.
  • 5.2 – This will ask you about variation to a ante-nuptial or post-nuptial agreement.
  • 5.3 – Is asking whether your ex-partner has sold, transferred, is likely to dispose of, or has already disposed of any marital assets, including property, to a third party or an offshore account to prevent or reduce your claim. If this has happened, please give the details to the court. An avoidance of disposition order refers to a court order preventing or setting aside a transaction by a spouse that was made to prevent the other spouse from claiming their share. 
• Page 26 will ask you to sign a statement of truth.
• Page 27 lists a schedule of documents you may need to attach to your form E. Either tick ‘attached’ or ‘not applicable’ or ‘to follow’
• As stated above you must send a copy of your completed form E and all its attachments to the court and to your ex-partner by the date and time set by the court.

WHERE CAN YOU FIND FORM E/DOWNLOAD THIS FORM?

Please click on the link below to download form E from the government website. Please complete and send by post (signed for recorded delivery) to the court.

LINK TO GOVERNMENT WEBSITE FOR FORM E

WHEN WAS FORM E FIRST PUBLISHED AND LAST UPDATED?

Form A was first published by the government (HM Courts & Tribunals Service) on 01-01-2016 and last updated on 23-01-2023.