This should be easy seeing that it is tax time! Perfect timing on your part!
General
Social security numbers
Divorce papers
Employment verifications
2 most recent pay stubs
Tax returns for the last 2 years (W2’s)
3 most recent bank statements
Assets
Savings accounts (balances, account numbers, and institutions)
Credit union (balances, account numbers and institutions)
Mutual funds (balances, account numbers and institutions)
IRAs or 401(k) s (balances, account numbers and institutions)
Equity in current home
Cash flows from rental properties
Pensions or annuities
Alimony
Life insurance – the face amount and cash value
Debts
Mortgage and home equity loans
Monthly bills
Credit card balances
Student loans
Car loans
Alimony and child support payments
If you need any help at this point, you know where to find me and my team.
sharonriegert
