DA Form 5425: Army Personal Financial Statement Guide

DA Form 5425: Army Personal Financial Statement Guide – If you’re a U.S. Army Soldier volunteering for recruiting duty or being nominated for a special assignment, you will likely need to complete DA Form 5425. This official document, titled Applicant/Nominee Personal Financial Statement, helps the Army evaluate your financial stability as part of the selection process.

Download the latest DA Form 5425 here:
Official PDF from Army Publishing Directorate

What Is DA Form 5425?

DA Form 5425 is a 3-page form prescribed by AR 601-1 (Assignment of Enlisted Personnel to the U.S. Army Recruiting Command). Its primary purpose is to verify that applicants or nominees meet financial criteria for recruiting duty or similar assignments.

Key Details:

  • Proponent Agency: DCS, G-1
  • Current Version: September 2010 (previous editions are obsolete)
  • Privacy Act Statement: Information is voluntary but failure to provide it may affect selection without full financial consideration.

The Army uses this form to assess:

  • Income versus expenditures
  • Assets and savings
  • Debts and liabilities
  • Overall financial suitability, especially for assignments away from military installations where cost of living varies.

Soldiers must often submit a form dated no older than 6 months (or sometimes 30 days, depending on the specific packet requirements).

Why Does the Army Require DA Form 5425?

Financial stability is a key eligibility factor for recruiter positions and certain assignments. The Army wants to ensure selected Soldiers can focus on their duties without severe financial stress. Considerations include:

  • No recent bankruptcy (typically within the last 3 years)
  • Ability to manage expenses in high-cost areas
  • Positive impact of Special Duty Assignment Pay (SDAP) for recruiters

This form supports both initial selection and in-processing at the Army Recruiter Course.

Who Needs to Submit DA Form 5425?

  • Soldiers volunteering for recruiting duty (DA Select or Volunteer Recruiter programs)
  • Nominees for other special assignments requiring financial review
  • Candidates in recruiter application packets

It is typically required alongside other documents like interview worksheets, NCOERs, and physical fitness records.

How to Fill Out DA Form 5425? (Step-by-Step Overview)

Gather your most recent pay statements, bank records, debt statements, and asset valuations before starting. Accuracy is critical—commanders review these closely.

Page 1 – Personal Info and Monthly Income:

  1. Name and Grade
  2. Bankruptcy History (Yes/No + details)
  3. Letters of Indebtedness (Yes/No + dates)
  4. Monthly Income:
    • Basic Pay
    • Separate Rations (BAS)
    • Clothing Allowance
    • Total before taxes
    • Subtract taxes/FICA
    • After-tax income
    • Other monthly income (exclude spouse income and BAH)

Page 2-3 – Assets, Expenditures, and Liabilities:

  • Assets: Savings, stocks/bonds, vehicles, home, furniture, land (estimated values)
  • Monthly Expenditures: Food, clothing, medical, insurance, vehicle costs, etc.
  • Credit Cards/Charge Accounts: Balances and monthly payments
  • Loans: Finance companies, banks, student loans, etc.
  • Alimony, Child Support, Allotments
  • Other Indebtedness
  • Total Monthly Expenditures/Liabilities
  • Remarks section for explanations
  • Signature and Date

Tips for Success:

  • Do not include BAH on income sections (as noted in many packet examples)
  • Use exact minimum monthly payments for debts
  • Provide realistic estimates for assets
  • Have your commander or first-line supervisor review for completeness
  • Keep a copy for your records

For detailed field-by-field guidance, refer to official packet examples on the USAREC website or consult your chain of command.

Common Mistakes to Avoid

  • Outdated form (must be current within required timeframe)
  • Incomplete debt or asset listings
  • Including spouse income or BAH incorrectly
  • Mathematical errors in totals
  • Missing signature/date

Where to Find More Information?

  • Official Source: U.S. Army Recruiting Command (USAREC)
  • AR 601-1: Assignment policies (available via Army Publishing Directorate)
  • Your local recruiting command or career counselor for packet-specific requirements

Pro Tip: Always download the form directly from armypubs.army.mil to ensure you have the most current version.

Ready to Apply?

Strong financial management demonstrates the discipline and responsibility the Army seeks in recruiters. Completing DA Form 5425 accurately strengthens your application and shows readiness for the unique demands of recruiting duty.

For the official blank form, click here: Download DA Form 5425 PDF