Info and Documents You Need for Financial Disclosures in Utah

Most of our clients are surprised to hear that they have to complete financial disclosures. While Hello Divorce may be handling the bulk of your divorce process, the following is a list of the documents that you will still need to have ready so that you can get your financial disclosures completed (Step 2).

Summary of mandatory documents

  • Personal income
  • Business income
  • Monthly expenses
  • Any current debts
  • Pay stubs and other evidence of all earned and unearned income
  • Bank accounts
  • Insurance information
  • Benefits you receive
  • Any current investments
  • All loan applications and financial statements
  • Real estate you own
  • Vehicles you own
  • Retirement plans
  • Employment and education-related childcare expenses
  • Any extraordinary children's expenses

Watch: Guide to Completing Financial Declarations in Utah | Hello Divorce Explains


Additionally, you must attach the following proof of income to your financial disclosures (if it applies):

  • Federal and state tax returns for the two (2) years before the petition was filed and all documents used to prepare the tax returns
  • Pay stubs or other proof of income twelve (12) months before the petition was filed
  • Loan applications and financial statements used to apply for the loans twelve (12) months before the petition was filed
  • Real estate documents to verify any property interests. This includes a recent appraisal, tax valuation, and refinance documents
  • Financial statements for all financial accounts for the three (3) months before the petition was filed – this includes checking, savings, money market funds, certificates of deposit, brokerage, investment, and retirement

If you don't have all this information as you work through Step 2, don't worry! You can easily edit it later or send it to us to include later.

We know this is a lot, but it's the hardest part of the forms/intake process. So once this is behind you, you'll be that much closer to completing the process. One step at a time.

Have questions? Schedule a free 15-minute phone call with our team members.

Watch: Everything You Need to Know About Divorce Financial Disclosures


Co-Founder & President
Divorce Preparation, Divorce Process, Divorce Guidelines, Legal Insights

Heather is Hello Divorce's co-founder, President and Chief Content Officer, and our resident expert on divorce rules, procedures and guidelines across the states. Heather uses her content background, deep legal knowledge, and coding skills to author most of our state-specific divorce software. Heather joined Hello Divorce two months into a planned year-long vacation from the start-up world because she was convinced that the legal world is one of the only things left that truly needed disruption. Since her expertise (obsession) is making complex, frustrating processes easier – and even enjoyable – for consumers, Heather leads the product, customer service, marketing, and content teams at Hello Divorce.

Heather has a Master's in Journalism from Northwestern University and a BA from the University of Notre Dame. Heather lives in California with her husband, two kids, and too many pets. You can often find her answering Hello Divorce's free info calls on weekends, and in her free time, she dabbles in ukulele, piano, and electric bass.