Family Division Rule 1.25-A
Mandatory Initial Self-Disclosures
Except as otherwise agreed by the parties or ordered by the Court, each party shall deliver the following documents to the other no later than the earlier of (i) forty-five days from the
date of service/delivery of the petition or (ii) ten (10) days prior to the temporary hearing or initial hearing on the petition, not including the First Appearance required by rule 2.11:
- Current Financial Affidavit, including monthly expense sheet
- The past three (3) years’ personal and business federal and state income tax returns and partnership and corporate returns for any
non-public entity in which either party has an interest, together with all tax return schedules, including but not limited to W-2’s, 1099’s, 1098’s, K-1s, Schedule C, Schedule E and
any other schedules filed with the IRS.
- The four (4) most recent pay stubs (or equivalent documentation) from each current employer, and the year-end pay stub (or equivalent
documentation) for the calendar year that concluded prior to the filing of the action.
- For business owners or self-employed parties, all monthly, quarterly and year-to-date financial statements to include profit and loss,
balance sheet and income statements for the year in which the action was filed; and all year-end financial statements for the calendar year that concluded prior to the filing of the
- Documentation confirming the cost and status of enrollment of employer provided medical and dental coverage for:
- The party,
- The party’s spouse, and
- The party’s dependent child(ren).
- For the twelve (12) months prior to the filing of the action, any credit, loan and/or mortgage applications, or other sworn
statement of assets and/or liabilities, prepared by or on behalf of either party.
- For the twelve (12) months prior to the filing of the action, documentation related to employee benefits such as but not limited
to stock options, retirement, pension, travel, housing, use of company car, mileage reimbursement, profit sharing, bonuses, commissions, membership dues, or any other payments to or on
behalf of either party.
- For the twelve (12) months prior to the filing of the action, statements for all bank accounts held in the name of either party
individually or jointly, or any business owned by either party, or in the name of another person for the benefit of the either party, or held by either party for the benefit of the
parties’ minor child(ren).
- For the twelve (12) months prior to the filing of the action, statements for all financial assets, including but not limited to
all investment accounts, retirement accounts, securities, stocks, bonds, notes or obligations, certificates of deposit owned or held by either party or held by either party for the
benefit of the parties’ minor child(ren), 401K statements, individual retirement account (IRA) statements, and pension-plan statements.
- For the twelve (12) months prior to the filing of the action, any and all life insurance declaration pages, beneficiary
designation forms and the most recent statements of cash, surrender and loan value.
- For the six (6) months prior to the filing of the action, statements for all credit cards held by either party, whether individually or
- Any written prenuptial or postnuptial agreements signed by the parties.