Financial Checklist
Debt
Credit Cards, Student Loans, Other Debt
1. Close out joint account or remove spouse?
2. Remove authorized user?
3. Are new accounts in place?
4. Is closeout or payoff required by Agreement?
5. Who is responsible for continuing payments of outstanding balances?
6. Change address, and change email, online passcodes.
Credit Report
Get a copy of credit reports to verify that accounts are closed/transferred as agreed. Monitor for unauthorized use of credit.
Income
Spousal Maintenance
1. When does it start?
2. How is it being paid?
3. Income deduction orders required?
4. Direct deposit set up?
a. Terminable?
I. Start/End date? Triggers? Avoid child contingency
a. Non‐terminable
I. Start/End date?
Child Support
1. When does it start?
2. Where/how is it being paid?
3. Income deduction orders required?
4. Child Support Collection Unit involved?
Social Security
If of age, begin collecting on benefit, or spouse’s benefit?