Tax
returns (including all schedules, W2 forms and 1099's) for the
past 3 years
Current
bank statements for all checking and savings accounts in joint
or individual names
Current
brokerage statements for all accounts in joint or individual
names
Current
statement on retirement accounts, including 401(k) plans,
IRA's, pension plans, employee savings plans, etc.
Current
statements on all whole life insurance policies showing cash
value
Mortgage statement(s) showing current balances (including home equity
loans)
Current
statement for all debts (i.e., credit cards, car loans,
personal loans) in joint or individual names
Current
paystubs for both parties
Documentation of child care costs (before/after school, summer
care)
Documentation of costs for health, dental, vision insurance
for the children
If you and your spouse are already separated, you will need
to bring the above documents as of the current date and as of
the date you actually stopped living together.
