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Form Wake-Dom-17b - Certification Of Initial Disclosure (Equitable Distribution) - County Of Wake, North Carolina Page 2

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Retirement Plans. All documents pertaining to any defined contribution plan, any defined

benefit plan, pension plan, SEP, IRA, Keogh, retirement, profit-sharing plan or other

deferred compensation or retirement plan in which the party claims a legal or equitable

interest during the marriage and owned on the date of separation, whether or not currently

owned on the date of service of the initial disclosures, including, but not limited to account

statements, plan descriptions, benefit statements, and account valuations.

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Insurance. All documents pertaining to any life, casualty, or liability insurance in which the

party claims a legal or equitable interest on the date of separation, including, but not limited

to, policy contracts or descriptions, statements, and premium payment vouchers.

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Debts. All documents pertaining to any secured or non-secured debt for which the party

claims the opposing party has a legal or equitable obligation on the date of separation,

including, but not limited to, consumer credit account (credit card) statements, installment

debt payment vouchers, promissory notes, account statements, and credit reports.

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Stocks, Stock Options, Bonds. All documents pertaining to any stocks, stock options or

bonds in which the party claims a legal or equitable interest during the marriage and owned

on the date of separation, whether or not currently owned on the date of service of the initial

disclosures, including, but not limited to investment account statements, company stock plan

descriptions or statements, stock options or bonds documents.

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Financial Accounts. All documents pertaining to any checking, savings or other financial

account in which the party claims a legal or equitable interest during the marriage and

owned on the date of separation, whether or not currently owned on the date of service of

the initial disclosures, including, but not limited to, monthly account statements and check

registers.

WAKE-DOM-17B (2/06) (PAGE 2 OF 4)

Form Wake-Dom-17b - Certification Of Initial Disclosure (Equitable Distribution) - County Of Wake, North Carolina Page 2