The required Judicial Council Forms PLUS
2 months of written verification of income (wages, retirement, cash benefits) or 2 years Profit and Loss or Schedule C if self-employed, 2 prior years tax returns
- For real estate: deeds with legal descriptions and the latest lender’s statement.
- For vehicles, boats, trailers: the title documents.
- For all bank accounts: the latest statement.
- For life insurance policies with cash surrender or loan value: the latest declaration page.
- For stocks, bonds, secured notes, mutual funds: the certificate or latest statement.
- For retirement and pensions: the latest summary plan document and latest benefit statement.
- For profit-sharing, IRAs, deferred compensation, and annuities: the latest statement.
- For each account receivable and unsecured note: documentation of the account receivable or note.
- For partnerships and other business interests: the most current K-1 and Schedule C.
- For other assets: the most current statement, title document, or declaration.
- For support arrearages: orders and statements.
- For credit cards and other debts: the latest statement.
You must also disclose in writing, accurate and complete information about any investment opportunity, business opportunity, or other income-producing opportunity you have had since you separated, as long as that opportunity originated from an investment, business or other opportunity after you got married but before you separated.
Questions about your own situation? Call 760.473.0387 for a free 15-minute consultation.
Contact Hershon Law