The document exchange, tracked to done

Financial affidavit

Short form (12.902(b)) under $50,000 gross yearly income; long form (12.902(c)) at or above.

Certificate of Compliance (Form 12.932)

Filed with the court to certify the exchange happened — the documents themselves usually are not filed.

Federal & state income tax returns — last 3 years

Personal returns, plus gift and intangible personal property returns where applicable.

W-2s, 1099s, K-1s for the most recent year

If the current-year return isn't filed yet.

Pay stubs / income evidence — last 3 months

Or other proof of income for the 3 months before service.

Loan applications & financial statements — last 12 months

Any statement of assets/income given to obtain credit.

Deeds and real-estate documents — last 3 years

All deeds within 3 years, plus current leases.

Checking account statements — last 3 months

All accounts held individually or jointly.

Savings/money-market/CD statements — last 12 months

All non-checking deposit accounts.

Brokerage / investment statements — last 12 months

Securities, funds, crypto-exchange statements.

Retirement account statements — most recent

401(k), IRA, pension, deferred compensation.

Life insurance policies

Declaration pages / current statements with cash values.

Business tax returns & records (if 30%+ ownership)

Corporate/partnership returns for the last 3 years where you hold a significant interest.

Health & dental insurance cards / premium proof

Coverage for you and the children, and what the premium costs.

Credit card statements — last 3 months

All cards in your name or jointly.

Loan statements / promissory notes

Mortgages, car loans, student loans, personal notes.

Written premarital / marital agreements

Any prenup, postnup, or settlement agreement.

Trust documents where you are a beneficiary/trustee

Certifications or full instruments as applicable.