Financial Worksheet Personal Details Full Legal Name Your Email (to be sent a copy of this financial worksheet) Employer (if applicable) Your Job Title (if applicable) Annual SalaryAssets and LiabilitiesPlease list all property that you have knowledge of. Include current value of property in your name and the other party's name. Property includes real estate, vehicles, bank accounts, investments including RRSPs, pensions and business interests. Note: property that is not listed in the final agreement may not be protected! We will not share this worksheet without your permission. For more information please refer to this fact sheetReal Estate Family Home* Street Address City State / Province / Region Postal / Zip Code AfghanistanAlbaniaAlgeriaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCentral African RepublicChadChileChinaColombiaComorosCongoCongo (Brazzaville)Costa RicaCote d'IvoireCroatiaCubaCuracaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast Timor (Timor Timur)EcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFijiFinlandFranceGabonGambia, TheGeorgiaGermanyGhanaGreeceGrenadaGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiKorea, NorthKorea, SouthKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew ZealandNicaraguaNigerNigeriaNorth MacedoniaNorwayOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint VincentSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth SudanSpainSri LankaSudanSurinameSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamWalesYemenZambiaZimbabwe Country Is the Family Home Rented or Owned?RentedOwned If Owned, Who is On Title of the Family Home?Jointly on TitleMyselfOther PartyOther Estimated value (note: if in dispute and if one party may wish to retain the home, we suggest consulting a realtor or obtaining a professional appraisal). Mortgage Balance Are there any other real estate investment properties or other real estate interests held by either party (including timeshares, partial interests in family held property, or property in other countries)?*YesNo If yes, please describe, including address, estimated value, and any mortgage balances over each property.Account and Investment Details Bank Account TypeSelect valueChequingSavingsRRSPTFSARESPOther Investments Account # Balance Account HolderSelect valueMyselfOther PartyJoint Bank(1) Account Type(1)Select valueChequingSavingsRRSPTFSARESPOther Investments Account Number (last 4 Digits)(1) Balance(1) Account Holder(1)Select valueMyselfOther PartyJoint Bank(1)(2) Account Type(1)(3)Select valueChequingSavingsRRSPTFSARESPOther Investments Account Number (last 4 Digits)(1)(3) Balance(1)(3) Account Holder(1)(3)Select valueMyselfOther PartyJoint Bank(1)(1) Account Type(1)(2)Select valueChequingSavingsRRSPTFSARESPOther Investments Account Number (last 4 Digits)(1)(2) Balance(1)(2) Account Holder(1)(2)Select valueMyselfOther PartyJoint Bank(1)(1)(2) Account Type(1)(2)(1)Select valueChequingSavingsRRSPTFSARESPOther Investments Account Number (last 4 Digits)(1)(2)(1) Balance(1)(2)(1) Account Holder(1)(2)(1)Select valueMyselfOther PartyJoint Bank(1)(1)(2)(1) Account Type(1)(2)(1)(1)Select valueChequingSavingsRRSPTFSARESPOther Investments Account Number (last 4 Digits)(1)(2)(1)(1) Balance(1)(2)(1)(1) Account Holder(1)(2)(1)(1)Select valueMyselfOther PartyJoint Please List details of any other Accounts or Investments, including institution, type of investment, last 4 digits of account number, and current balance. Include foreign bank accounts / investments, cryptocurrency, and any other holdings of value (bullion, etc).Debts Lender / Bank Debt TypeSelect valueCredit CardLine of CreditVehicle LoanStore CardTax DebtStudent LoanOther Debt Account Total Owing Debt HolderSelect valueMyselfOther PartyJoint Debt(1) Debt Type(1)Select valueCredit CardLine of CreditVehicle LoanStore CardTax DebtStudent LoanOther Debt Account(1) Total Owing(1) Debt Holder(1)Select valueMyselfOther PartyJoint Debt(1)(1) Debt Type(1)(1)Select valueCredit CardLine of CreditVehicle LoanStore CardTax DebtStudent LoanOther Debt Account(1)(1) Total Owing(1)(1) Debt Holder(1)(1)Select valueMyselfOther PartyJoint Debt(1)(1)(1) Debt Type(1)(1)(1)Select valueCredit CardLine of CreditVehicle LoanStore CardTax DebtStudent LoanOther Debt Account(1)(1)(1) Total Owing(1)(1)(1) Debt Holder(1)(1)(1)Select valueMyselfOther PartyJoint Please list any other debts, including credit cards, lines of credit, vehicle loans (balance owing, bank and account number).Pension Entitlements (other than CPP) Employer Pension Fund Years of Contributions Account NumberVehicles Please include Make, Model and Year of any vehicles (including any recreational vehicles and boats).Exclusions Did you hold any significant assets prior to the start of the relationship?Yes No If yes, please outline what assets you held prior to the commencement of the relationship. During the relationship, did you receive a significant inheritance, gift from a third party (assistance for a house down-payment, etc), compensation award, or insurance payment? yesno If yes, please provide details of the exclusionFamily Business Does either party own a family company?YesNo If Yes, Confirm Full Legal Name of CompanyOther Financial Considerations Are there any other significant assets, investments, or financial interests not otherwise listed? Have any significant assets been transferred or disposed of since separation?* Are there any further details we need to know regarding your financial position? Can we share these financial details with the other party? (this worksheet will not be shared without your permission)YesNo reCAPTCHASubmitReset
