This information should include originals or copies of the following:
- Your spouse’s social security number.
- Your spouse’s driver’s license number.
- Your most recent income tax return (and your spouse’s if you filed separately).
- The most recent W-W tax forms for yourself and your spouse.
- Any other documents that will establish your income. (ie. interest, stock dividends or annuities.)
- Your spouse’s most recent paystubs, hopefully showing year-to-date earnings (otherwise try to get copies of all paystubs since the beginning of the year).
- Deeds to marital residence and any other real estate.
- Titles to cars and any other vehicles or boats.
- You and your spouse’s will.
- Any premarital or post-marital agreements.
- Life insurance policies.
- Stocks, bonds or other investment papers.
- Pension and retirement fund papers and statements.
- Saving, checking and mutual fund bank statements.
- Name, addresses and phone numbers of your spouse’s employer, family members and close friends.
- Credit card statements and loan agreements.
- Mortgage payment statements.
- A list of vehicles, furniture, appliances, tools, etc., owned by you and your spouse.
- Bills or receipts for recurring expenses (ie. electric, gas, utilities, car insurance).
- Bills, receipts, insurance forms, or medical records for unusual medical expenses for you, your spouse or your children.
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