Financial Disclosure Form

A Financial Disclosure Form is required by both parties when filing for a divorce, typically within 30 days of filing.

Whether you attempt to represent yourself or obtain counsel, here is a list of items that are generally required to complete the financial disclosure form, which is required of both parties during a divorce. Not all of these things may apply to your case, and your attorney may request additional documents to verify your information.

Copy of your credit report.

Income & Employment

Proof of Income. 6 months of paychecks or paystubs
Tax returns. 2 years of personal & business tax returns, including W2’s, 1099’s and K-1’s.
Bank and investment statements – 6 months of statements for any and all checking, savings, or credit union accounts, and for any investment accounts.

Assets

Retirement assets. You will need 6 months of statements for retirement or pension plan, 401(K), IRA’s, any stocks and/or mutual funds.
Insurance policies – policy statements for health and life insurance.
Real Property. You can go to zillow.com for a general estimate of value for real property: www.zillow.com. Collect any and all documents that disclose your ownership in any Real Property.
You will need an appraisal or Kelley Blue Book evaluation for all vehicles. You can get an estimate of value or trade in value at www.kbb.com.
List of anyone you or your spouse has lent money to.

Debts

Receipts or other documentation on any personal property purchased, sold, or disposed of in the last 12 months.
Any loan applications or promissory notes signed within the last 12 months.

Other

List of any personal property items given as gifts to you or your spouse.
List of any personal property that is, or you believe to be, valued above $200.00.

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Given that this information will be submitted to the judge for review, it is important that you take the time to fill it out accurately and to the best of your ability. If not, the court may make decisions that are not favorable to you. If at any point you are unsure of what you should or should not include, you should consult with your attorney.

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