Christine Hickey, Esq. 120 East Washington Street, Suite 711, Syracuse, New York 13202 (315) 422-9756
Documents Required for Divorce Mediation
DOCUMENTS REQUIRED & INFORMATION REQUESTED
____ Last two (2) years of Income Tax Returns (both Federal and State) including all Schedules, W-2 Forms, 1099
____ Last two (2) pay stubs, if employed
____ Statement of benefits or other income: Social Security, Disability, Unemployment, Pension, Annuity, etc.
____ Copy of Contract of Employment or Annual Statement, if any, from your employer
Investment, Savings, Checking and Other Non-Retirement Accounts/Assets
____ Checking account statements for the last six (6) months (personal and business)
____ Savings account statements for the last six (6) months (personal and business)
____ Investment Accounts (non-retirement): Mutual Funds, Stocks, Bonds, Certificates of Deposit, Money Market
Accounts, Super Share Accounts, Stock Options, Broker Margin Accounts, etc.
____ Agreements or Statement of Notes, Mortgages, Loans held by you for others
____ Life Insurance policies, including statement of loans against life insurance
Retirement Accounts and Pensions Individual Retirement Accounts, 401 (k), Profit Sharing, SEP, Keough, Deferred Compensation, Tax Deferred Annuity, Pension, Savings and Security Account, and any other defined contribution or defined benefit plans.
____ Individual Benefits Statement showing the balance and investments, or amount of the benefit promised upon retirement, and date.
____ Summary Plan Description (SPD)
____ Plan Document, if one has been provided to you
____ Statements of Amendments to the Plan Documents, if any
____ Statement of Loans against the retirement asset
Real Property: marital residence, land, rental property, time shares, vacation property, leaseholds, life estates, etc.:
____ Deeds to real property
____ Mortgage statements
____ Home equity Loan/Line of Credit statements
Business Interest or Professional Practice:
____ Partnership Agreement, if applicable
____ Business or Corporate Income Tax Return, if applicable
____ Accounts Receivable
____ Profit and Loss Statements
____ Trust Documents, if any
____ Inventory of Safe Deposit Box
____ Title documents for any items of personal or real property that are required to be registered (cars, trailers, gun
collection, boats, etc.)
____ Inventory of personal property including household contents, jewelry, collections, antiques, guns, precious metals, etc.
____ Patents, copyrights, trademarks, etc.
____ Educational degrees, licenses, certificates, etc.
____ Other Assets: ____________________________________________________________________________________________________
____ Charge Account statements for the last six (6) months
____ Loan documents: Personal, Car/Truck, Boat, Student, Home Equity Line of Credit, Bank Line of Credit, Mortgage,
____ Copies of judgments against you
____ Taxes payable
____ Other Debts:____________________________________________________________________________________
Other Areas to Consider for Divorce:
CNY MEDIATION SERVICES, Inc.
Syracuse, NY Divorce Mediation
120 East Washington Street, Suite 711
Syracuse, New York 13202
(315) 422-9756 Phone (315) 479-5651 Fax
Website by Cristin Manfredi and Content by Christine Hickey
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