Finances - SplitReady

Do you have any other sources of income?*

What is the type and total amount of each source of income?*

Do you have any child care expenses?*

What is the type and total cost of any childcare expenses?*

Do you have any health insurance expenses?*

What is the total cost of any premiums, deductibles, and/or copays?*

Do you have any pension accounts?*

What is the total balance(s)?*

Do you have any retirement accounts?*

What is the institution and total balance(s)?*

Do you have any investment accounts?*

What is the institution and total balance(s)?*

Do you have any bank accounts?*

What is the institution and total balance(s)?*

Do you have any college savings or 529 plans?*

What is the institution and total balance(s)?*

Do you have any personal property?*

Describe the personal property.*

Is there anything exceptionally valuable or hard to value?*

Do you own any other real estate?*

What is the type of real estate?*

What is the classification?*

What is the total income?*

What is the total number of properties you own?*

Do you own any businesses?*

What is the type of business?*

What is the business structure?*

What is your ownership percentage?*

What is the value of the business?*

Do you own any vehicles?*

Do you have any credit card debt?*

What is the type of credit card debt?*

What is the total amount of credit card debt?*

Do you have any medical bills?*

Do you have any life insurance policies?*

Number of policies?*

What is the institution(s) and total value?*

Who are the beneficiaries?*

Do you have any disability/LTD policies?*

Number of policies?*

What is the institution(s) and total value?*

Be Safe.