Separation and Divorce: Financial Information Questionnaire
The financial aspects of divorce includes child support, spousal support (often called alimony or spousal maintenance), and property and debt division. Decisions about these aspects of your divorce can be complicated and have long-lasting implications. That's why it's so important for you, your attorney and the court to have an accurate accounting of all of your financial information, from your marital property to your separate property. After all, it's on the basis of this information that the court will ultimately decide how to divide the marital estate and whether any support payments will be needed.
Because so much is at stake, it's wise to seek the counsel and representation of an experienced family law attorney to help you through the process and to ensure an outcome that meets your needs not only now, but in the future as well. In order to do the best possible job on your behalf, however, your attorney needs your input and cooperation especially when it comes to the income, expenses, assets and debts of you and your spouse. Often it's hard to remember everything as you're sitting in your attorney's office, which is why it helps to have prepared this information ahead of time. Below is a sample financial information questionnaire to help you and your attorney collect the relevant information.
INFORMATION ABOUT
YOU |
INFORMATION ABOUT
YOUR SPOUSE |
| Gross Monthly Income |
| Source/Amount |
| ________________/$________ |
__________________/$________ |
| Source/Amount |
| ________________/$________ |
__________________/$________ |
| Source/Amount |
| ________________/$________ |
__________________/$________ |
| TOTAL: |
| $________________ |
$________________ |
| Deductions from Gross Income |
| State Income Tax |
| $____________________ |
$____________________ |
| Federal Income Tax |
| $____________________ |
$____________________ |
| Social Security |
| $____________________ |
$____________________ |
| Self-employment Tax |
| $____________________ |
$____________________ |
| Health Insurance |
| $____________________ |
$____________________ |
| Union Dues |
| $____________________ |
$____________________ |
| Pension/Retirement |
| $____________________ |
$____________________ |
| Mandatory? |
| Yes ____ No ____ |
Yes ____ No ____ |
| Support Orders |
| $____________________ |
$____________________ |
| Other |
| $____________________ |
$____________________ |
| TOTAL DEDUCTIONS: |
| $____________________ |
$____________________ |
| NET MONTHLY INCOME: (gross income minus total deductions) |
| $____________________ |
$____________________ |
| Monthly Expenses |
| Rent or Mortgage |
| $____________________ |
$____________________ |
| Utilities: |
| Telephone |
| $____________________ |
$____________________ |
| Gas |
| $____________________ |
$____________________ |
| Electricity |
| $____________________ |
$____________________ |
| Water & Sewer |
| $____________________ |
$____________________ |
| Garbage Collection |
| $____________________ |
$____________________ |
| Cable Television |
| $____________________ |
$____________________ |
| Cellular Phone |
| $____________________ |
$____________________ |
| Internet Service |
| $____________________ |
$____________________ |
| Property Taxes |
| $____________________ |
$____________________ |
| Insurance: |
| Medical |
| $____________________ |
$____________________ |
| Dental |
| $____________________ |
$____________________ |
| Life |
| $____________________ |
$____________________ |
| Disability |
| $____________________ |
$____________________ |
| Long-term Care |
| $____________________ |
$____________________ |
| Homeowners/Renters |
| $____________________ |
$____________________ |
| Auto(s) |
| $____________________ |
$____________________ |
| Recreational Vehicle |
| $____________________ |
$____________________ |
| Debt Payments: |
| Vehicle #1 |
| $____________________ |
$____________________ |
| Vehicle #2 |
| $____________________ |
$____________________ |
| Home Equity Loan |
| $____________________ |
$____________________ |
| Student Loan |
| $____________________ |
$____________________ |
| Other Loans |
| $____________________ |
$____________________ |
| Credit Card #1 |
| $____________________ |
$____________________ |
| Credit Card #2 |
| $____________________ |
$____________________ |
| Credit Card #3 |
| $____________________ |
$____________________ |
| Educational Expenses: |
| For Self |
| $____________________ |
$____________________ |
| For Children |
| $____________________ |
$____________________ |
| Day Care: |
| For Children |
| $____________________ |
$____________________ |
| For Parent(s) |
| $____________________ |
$____________________ |
| Transportation Expenses: |
| Gasoline |
| $____________________ |
$____________________ |
| Parking/Commuting |
| $____________________ |
$____________________ |
| Vehicle Maintenance |
| $____________________ |
$____________________ |
| Licenses |
| $____________________ |
$____________________ |
| Food: |
| Groceries |
| $____________________ |
$____________________ |
| Take-out Food |
| $____________________ |
$____________________ |
| Restaurants |
| $____________________ |
$____________________ |
| School Lunches |
| $____________________ |
$____________________ |
| Clothing: |
| For Self |
| $____________________ |
$____________________ |
| For Children |
| $____________________ |
$____________________ |
| Repair and Cleaning |
| $____________________ |
$____________________ |
| Household Expenses: |
| Cleaning Supplies |
| $____________________ |
$____________________ |
| Cleaning Service |
| $____________________ |
$____________________ |
| Yard Maintenance |
| $____________________ |
$____________________ |
| Home Maintenance |
| $____________________ |
$____________________ |
| Home Security |
| $____________________ |
$____________________ |
| Home Improvements |
| $____________________ |
$____________________ |
| Home Furnishings |
| $____________________ |
$____________________ |
| Appliances |
| $____________________ |
$____________________ |
| Uninsured Health-care Costs: |
| Medical |
| $____________________ |
$____________________ |
| Dental |
| $____________________ |
$____________________ |
| Prescriptions |
| $____________________ |
$____________________ |
| Non-prescription |
| $____________________ |
$____________________ |
| Personal Expenses: |
| Grooming |
| $____________________ |
$____________________ |
| Entertainment |
| $____________________ |
$____________________ |
| Travel |
| $____________________ |
$____________________ |
| Gifts |
| $____________________ |
$____________________ |
| Hobbies |
| $____________________ |
$____________________ |
| Babysitting |
| $____________________ |
$____________________ |
| Pet-care Costs |
| $____________________ |
$____________________ |
| Donations |
| $____________________ |
$____________________ |
| Other Expenses |
| $____________________ |
$____________________ |
| $____________________ |
$____________________ |
| $____________________ |
$____________________ |
| $____________________ |
$____________________ |
| TOTAL EXPENSES: |
| $____________________ |
$____________________ |
| Assets |
| Value / Owe (where appropriate) |
Value / Owe (where appropriate) |
| Primary Home |
| $____________________ |
$____________________ |
| Vacation Home |
| $____________________ |
$____________________ |
| Other Home/Property |
| $____________________ |
$____________________ |
| Vehicle(s) |
| $____________________ |
$____________________ |
| Recreational Vehicle |
| $____________________ |
$____________________ |
| Boat(s) |
| $____________________ |
$____________________ |
| Furniture |
| $____________________ |
$____________________ |
| Home Furnishings |
| $____________________ |
$____________________ |
| Appliances |
| $____________________ |
$____________________ |
| Artwork |
| $____________________ |
$____________________ |
| Jewelry |
| $____________________ |
$____________________ |
| Computer(s) |
| $____________________ |
$____________________ |
| Personal Property |
| $____________________ |
$____________________ |
| Cash |
| $____________________ |
$____________________ |
| Stocks/Bonds/Funds |
| $____________________ |
$____________________ |
| Stock Options |
| $____________________ |
$____________________ |
| Checking Account(s) |
| $____________________ |
$____________________ |
| Savings Account(s) |
| $____________________ |
$____________________ |
| Retirement/Pensions |
| $____________________ |
$____________________ |
| Profit Sharing |
| $____________________ |
$____________________ |
| IRA(s) |
| $____________________ |
$____________________ |
| Business(es) |
| $____________________ |
$____________________ |
| Life Insurance |
| $____________________ |
$____________________ |
| Other Assets |
|
| Description / Value |
|
| Description / Value |
|
| TOTAL ASSETS: |
| $____________________ |
$____________________ |
| Educational Degrees |
| _______________________ |
_______________________ |
| _______________________ |
_______________________ |
| Separate Property (including property you or your spouse had before the marriage or received individually as a gift or inheritance during the marriage) |
| Description / Value |
|
| Description / Value |
|
Need Help with Your Separation? Get in Touch with an Attorney
Over the years, you likely collected a lot of shared items. From the dining room table you purchased together, to the home you intended to live in forever, dividing property is never easy. But you don't have to do it alone. Reach out to a skilled divorce attorney in your area to help you through this difficult process.
From FindLaw Created by FindLaw's team of legal writers and editors.
