Bexar County, TX · Bexar County

No notary required

Income and Expenses Worksheet

This worksheet records a ward’s income, expenses, and saved benefits for a reporting period, for the person completing the report.

At a glance

Issued by
City of Bexar County · Bexar County, Bexar County, Texas
Notarization
Not required: file this form without a notary.
Official source
bexar.org
Blank form
Download the PDF
Catalogued
Machine-readable
JSON record · about the forms index

What this form is

The worksheet organizes monthly income, food and housing expenses, and other expenses for a stated reporting period. It also asks for the total benefits saved for the ward, including interest earned, and the sources of income listed. The document does not state when the county requires it or identify a filing department.

Who needs it

The person preparing a report of a ward’s income, expenses, and saved benefits can use this worksheet to organize the figures.

How to submit it

Submit it to the county department named on the form; check the county website for current contact details.

About notarization

No notary is required for this worksheet; it requests reporting-period figures and income sources, and includes no sworn or notarized attachment.

How to submit this form

  1. 1

    Download the Worksheet

    Download the Income and Expenses Worksheet PDF.

  2. 2

    Complete the Reporting Period

    Enter the reporting period and monthly income and expense amounts requested.

  3. 3

    List Income Sources and Saved Benefits

    List the sources of reported income and the total benefits saved for the ward, including interest earned.

  4. 4

    Submit to the County

    Submit the worksheet to the county department named on the form; check the county website for current contact details.

Frequently asked questions

What information does the Income and Expenses Worksheet request?
It asks for monthly income other than SSI/SSDI, food and housing expenses, other listed expenses, saved benefits for the ward including interest, and the sources of income.
Do I need a notary for the Income and Expenses Worksheet?
No. This worksheet requests reporting-period figures and income sources; it includes no sworn or notarized attachment.
How do I submit the Income and Expenses Worksheet?
The document does not give submission instructions. Submit it to the county department named on the form, and check the county website for current contact details.

Need something notarized?

This Income and Expenses Worksheet doesn’t need a notary, but Texas residents can notarize other documents online with a commissioned online notary.