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Mandatory Disclosure Tracker

The document exchange, tracked to done

Florida Family Law Rule 12.285 requires both parties in most money-related family cases to exchange financial documents within 45 days of service of the initial pleading. The list below covers the commonly required categories — verify the current rule text and any county administrative orders.

Wired to the law it implements

Retrieved live from the source-locked corpus — never generated.

Fla. Fam. L. R. P. 12.285Fla. Stat. § 61.075
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Disclosure completeness

0%

18 categories still open. Stale documents count against you — statements should generally be the most recent.

Still missing:

  • · Financial affidavit
  • · Federal & state income tax returns — last 3 years
  • · W-2s, 1099s, K-1s for the most recent year
  • · Pay stubs / income evidence — last 3 months
  • · Loan applications & financial statements — last 12 months
  • · Deeds and real-estate documents — last 3 years
  • · Checking account statements — last 3 months
  • · Savings/money-market/CD statements — last 12 months
  • · Brokerage / investment statements — last 12 months
  • · Retirement account statements — most recent
  • · Life insurance policies
  • · Health & dental insurance cards / premium proof
  • · Business tax returns & records (if 30%+ ownership)
  • · Credit card statements — last 3 months
  • · Loan statements / promissory notes
  • · Written premarital / marital agreements
  • · Trust documents where you are a beneficiary/trustee
  • · Certificate of Compliance (Form 12.932)

Core

  • 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.

Income

  • 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.

Assets

  • 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

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

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

Expenses

  • Health & dental insurance cards / premium proof

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

Debts

  • Credit card statements — last 3 months

    All cards in your name or jointly.

  • Loan statements / promissory notes

    Mortgages, car loans, student loans, personal notes.

Claims

  • Written premarital / marital agreements

    Any prenup, postnup, or settlement agreement.

  • Trust documents where you are a beneficiary/trustee

    Certifications or full instruments as applicable.

Next: organize evidence →

Progress is stored in this browser only — nothing is uploaded. The secure disclosure vault (uploads, tagging, attorney sharing) arrives with accounts. Rule 12.285 has exceptions and can be modified by agreement or court order; verify the current rule text. Legal information, not legal advice.