Get Financial Information Checklist - Bedrock Divorce Advisors

Filling out the Financial Information Checklist is an essential step in the divorce process, ensuring that all financial aspects are disclosed and understood. This guide will walk you through each section of the form, providing clarity and support throughout the process.

Follow the steps to effectively complete your checklist.

1. Press the ‘Get Form’ button to obtain the Financial Information Checklist and open it in your preferred digital document editor.
2. Begin with income tax returns. Gather completed personal, corporate, and partnership tax returns, including W-2, 1099, and K-1 forms for the last five years. Be sure to include any amended returns and indicate whether you expect to receive any tax refunds.
3. Collect business financial statements, including net worth statements and income statements that reflect your financial status over the same period.
4. Document your current income information, such as payroll stubs and supporting evidence of additional income sources like rental agreements or dividends since your last tax filing.
5. Compile any personal property tax returns filed within your jurisdiction from the beginning of the marriage.
6. Gather banking information by collecting monthly bank statements, check registers, and documentation related to any personal or business accounts.
7. Statement documents submitted to lending institutions over the last five years should be included to give a complete view of your financial standing.
8. Provide brokerage statements for all accounts managed during the marriage, whether individually or jointly.
9. List any stocks, bonds, or mutual funds held during the marriage, including related records and certificates.
10. Include any records of stock options and related documents to substantiate claims of value.
11. Compile documentation regarding any pension plans or retirement accounts that you or your partner hold, including statements from the last five years.
12. Include copies of wills, trust agreements, and any related powers of attorney for assets in which you hold an interest.
13. Gather statements of life insurance policies and their cash values to provide a complete financial picture.
14. Document all outstanding debts, including credit agreements and pending lawsuits, to fully disclose liabilities.
15. Collect any relevant business records or personal ledgers that reflect your financial transactions.
16. Gather all deeds for real property, accompanied by financial contributions and agreements related to the properties.
17. Ensure that any real estate sale and option agreements are included to account for property interests.
18. Document all personal property, including appraisals and insurance policies, related to valuable possessions.
19. Collect financing agreements and titles for any motor vehicles owned during the last five years.
20. Provide records of corporate interests, including any partnerships or joint ventures during the marriage.
21. Include employment records during the marriage that reflect earnings, benefits, and work agreements.
22. Gather all charge account statements from the past five years for a comprehensive financial overview.
23. Include memberships in any relevant clubs or organizations along with monthly statements.
24. Document any legal judgments or pleadings relevant to your financial situation.
25. Keep any appraisals or estimates of asset value from the past five years for full disclosure.
26. Compile a list of contents from any safe deposit boxes you may have.
27. Gather records of any mileage or travel awards accrued, including statements for both granted and used awards.
28. Lastly, include anything else you believe may be relevant as an asset.
29. Review the completed checklist to ensure all sections are filled out thoroughly.
30. Finally, save your changes, then download, print, or share the Financial Information Checklist as necessary.

Complete your Financial Information Checklist online today for a smoother divorce process.