Template

Step 3: Mandatory Financial Disclosures

Step 3 (financial disclosures) are required even if you have a complete agreement on all divorce related issues. Use these templates to learn exactly how to complete them.

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About this Template:

Preliminary Disclosures

When to Use: You and your spouse must exchange written information about your income, expenses, debts, and property.

Why:  The court requires you and your spouse to provide detailed financial facts to each other via the following four forms.  The first three forms are not filed with the court, but exchanged with your spouse.  The last one is filed with the court.  Gathering and recording the information can be daunting and these templates can help.  Accuracy and completeness is especially important because if you leave out any required information, the court can set aside your property division.

1. Declaration of Disclosure

When to Use: You are providing the forms to your spouse, this is a cover sheet stating that all of the required forms and statements are attached.

2. Income and Expense Declaration

When to Use: You have gathered information about your employment and salary, as well as your monthly expenses and are ready to document it.

3. Schedule of Assets and Debts

When to Use: After a thorough assessment of what you own and what you owe, you can provide a specific description of any assets (real estate, bank accounts) and any debts (credit card debt, student loans.)

4. Declaration Regarding Service of Declaration of Disclosure and Income and Expense Declaration

When to Use: This form lets the court know that you have completed all of the disclosure forms and had someone serve them on your spouse.  This is filed with the court.

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