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Financial Disclosure Request Template

FieldValue
TypeSkill Resource
Source~/.copilot/skills/legal/templates/financial-disclosure-request.md
DescriptionNot specified

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Financial Disclosure Request Template

[Date]

Dear [Name]:

To evaluate the issues concerning support, reimbursement, equitable distribution, or related financial matters, I request that you provide the following records for the period [date range]:

  1. Recent pay records and year-to-date income summaries.
  2. Federal and state tax returns, with schedules and attachments.
  3. Bank and account statements.
  4. Credit-card statements or expense summaries relevant to disputed issues.
  5. Records concerning childcare, school, medical, or insurance expenses.
  6. Records concerning debts, loans, retirement accounts, and investment accounts.
  7. Any written summary of claimed expenses, reimbursements, or contributions.

Please provide these materials by [date]. If any item is unavailable, please identify what is missing and whether it can be obtained from another source.

Sincerely,

[Name]