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How to use FOS's Statement of Financial Position

This is an important step to help you to talk with your financial services provider and FOS about your financial position.

We estimate that it will take you between 10-20 minutes to complete the statement of financial position.

You only need to enter your information and the form will do the calculations for you. The form will also step you through a series of options to help you work out what kind of help you might need.

All you need to know is:

  • what you earn
  • what you owe
  • what your living expenses are
  • what you own

When you complete the form, save the final form (which will be a PDF document) on your computer or device. You can then provide the completed form to your financial services provider, or anyone else that is helping you with your financial difficulty such as a financial counsellor. If you lodge a dispute with FOS, we will ask that you give us a copy.

Click the button below to launch the Statement of Financial Position E-form (opens a new tab).