See our page on serving papers for more information. You must serve amendments to the financial declaration if there is new information or if there are changes to the information. You must serve the financial declaration and attachments on the other party within 14 days after filing of the first answer. If any of these documents are not reasonably available or are in the other party’s possession, you must estimate the amounts entered and explain the basis for the estimate and why the documents are not available. All statements for the 3 months before the petition was filed for all financial accounts, including, but not limited to, checking, savings, money market funds, certificates of deposit, brokerage, investment, retirement, regardless of whether the account has been closed including those held in your name, jointly with another person or entity, or as a trustee or guardian, or in someone else’s name on that your behalf.Documents verifying the value of all real estate in which you have an interest, including, but not limited to, the most recent appraisal, tax valuation and refinance documents.All loan applications and financial statements prepared by or used by you within the 12 months before the petition was filed.Pay stubs and other evidence of all earned and un-earned income for the 12 months before the petition was filed.Copies for the two tax years before the petition was filed, complete federal and state income tax returns, including Form W-2 and supporting tax schedules and attachments, filed by or on you behalf or by or on behalf of any entity in which you have a majority or controlling interest, including, but not limited to, Form 1099 and Form K-1.
Copies of statements that are reasonably available to you verifying the items and amounts listed on the form.You must also include the following required attachments: The Marital Expenses column only needs to be completed if one or both parties are requesting alimony. This is available in the forms section below.įollow the instructions on the form, completing all sections and attaching additional sheets if necessary.įor paragraph 7 (Monthly Expenses), you must complete the Current Amount column. If you are required to complete a financial declaration you must complete all of it and use the court-approved form.