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Documents to Gather Today
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Make
copies of: • Tax returns for the past two to five years. If you do not have copies of old tax returns, you can get them from the IRS by filing Form 4506. To get a blank form call 1-800-TAX-FORMS or download one from the IRS website. • Pension plan documents • Statements showing values of 401(k), 403(b), and IRAs • Brokerage statements • Bank statements • Credit card statements, especially those that show large unknown purchases, which could be considered "dissipation of marital assets", or could reveal gifts to girl/boy friends. • Compensation information • Paystubs • Salary, commissions, bonuses • Stock options • Deferred compensation • Company paid insurance • Employment contracts • Wills • Trust Agreements • Pre and Post-Nuptial Agreements • Previous divorce settlements • Life Insurance Policies • Homeowners Policies, including riders to the policy • Appraisals for any assets, the house, jewelry, etc. • Loan request applications • Current credit card statements • Current loan statements, mortgages, car loans • If you brought separate property into the marriage and it has remained separate, you should be able to trace it back • It is frequently difficult and expensive to get accurate and detailed financial information on family or closely held businesses, so copy any information to which you have access. • Tax returns for family businesses • Payroll records • Partnership agreements • Corporate minutes • Buy-sell agreements • Loan agreements • Business credit card statements |
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