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FINANCIAL SUMMARY IN COLLABORATIVE PROCESS
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Prepared by:
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Date:
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Spouse 1:
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Citizenship:
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Birthdate:
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Lawyer
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Spouse 2:
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Citizenship:
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Birthdate:
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Lawyer
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Children:NameBirthdate
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Child 1
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Child 2
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Date Relationship Commenced:
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Date of Separation:
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Has the CRA been informed of the separation is living at separate physical addresses?
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A. Family Property at Separation DateRegistered OwnerCurrent FMVValue at Separation Date Date AcquiredOther InformationOther Useful Information
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1.    Real Estate   Any portion of real estate rented?
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 Family ResidenceIf yes - income generated (gross)
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ACB for tax purposes?
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Fully qualify for PRE?
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Contributions by spouses equal? Y/N
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Agreed summary of capital expenditures?
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HBP participation?
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Down payment tracking?
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Other Real Estate  
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(Vacation, Rental)
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2. Vehicles
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3. Bank Accounts    
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(List last 4 digits of account number & institution)
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4. a. Investments - Non-Registered  
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(List last 4 digits of account number & institution)
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Term Deposits, GIC, stocks, bonds, mutual funds, accounts receivables, stock options, etc.
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4. b.    Investments - TFSA  
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(List last 4 digits of account number & institution)
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Type of investment - Term Deposits, GIC, stocks, bonds, mutual funds, savings account, etc.
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5. Investments – Retirement/ Registered  Other Useful Information
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(List last 4 digits of account number & institution)
Clarify Defined Benefit or Defined Contribution
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RRSPsand method of valuation on this form
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Where pension choices have already been
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made - what is guarantee period, survivor
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benefit, etc.
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Retirement Accounts (including foreign retirement accounts) - LIRA, LIF, RRIF, Work Pensions
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(List last 4 digits of account number, institution and type of pension - Defined Benefit or Defined Contribution) On what basis are withdrawals being made
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6. Business InterestsOther Useful Information
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Corporations (operating and holding), partnerships, sole proprietorship, trust, joint venture
Include share structure and ownership diagram
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7. a. Insurance Policies - Personally Owned
OwnerCash Surrender ValueCash Surrender Value at SeparationInsuredOther Useful Information
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(List insurance company, type of policy {Life, Disability, Critical Illness, Long Term Care} face amount, beneficiary) Year issued, premium, beneficiary
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7. b.    Insurance Policies - Group Policies and Policies owned by corporations/Trusts and other related partiesOwnerCash Surrender ValueCash Surrender Value at SeparationInsured
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(List insurance company, type of policy {Life, Disability, Critical Illness, Long Term Care} face amount, beneficiary)
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8. OtherOwnerValueValue at Separation Date AcquiredOther Useful Information
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Jewelry, art collections, precious metals, household items of extraordinary valueHow were values arrived at?
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9a.    Canada Pension Plan Credits - Form ISP2000 from Service Canada   
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9b.    Foreign Government Pension Entitlements/Credits