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DO NOT FILE THIS DOCUMENT WITH THE COURT. (TexasLawHelp)

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DO NOT FILE THIS DOCUMENT WITH THE COURT.
FM-Div-Disc-101-Required Initial Disclosures-Divorce (Rev. 06-2021)
©TexasLawHelp
Page 1 of 9
Required Initial Disclosures in Dissolution of Marriage
Parties to suits for divorce, annulment, or to declare marriage void must give the other party this
information, as required by Texas Rule of Civil Procedure 194.2.
Keep a completed copy of this form for yourself. Attach the documents (like bank statements) that
are required. You can attach additional pages on separate sheets of paper if you need more space
for listing information.
You must give this information to your spouse no later than 30 days after either party files an
answer, waiver of service, or counter-petition with the court clerk. You and the other party may
agree in writing to waive the initial disclosures. Forms to waive initial disclosures by Rule 11
Agreement are available at TexasLawHelp.org.
If a question does not apply to your case, write “N/A,” “none,” or leave it blank. For example, if
you have no property to list in a particular category, write “none.”
1. Correct names and addresses of parties to the lawsuit.
See Texas Rule of Civil Procedure 194.2(b)(1).
Petitioner:
First Middle Last
Street Address
City
State
Phone
Email
Respondent:
First Middle Last
Street Address
City
State
Zip
Phone
Email
List the full names and dates of birth of the child(ren).
Cause Number:
Fill in cause number and exactly as assigned when the original petition was filed.
In the Matter of the Marriage of
Petitioner:
In the ______________
(Court Number)
District Court
County Court at Law
Print first, middle and last name of the spouse filing for
divorce.
And
Respondent:
Print first, middle and last name of other spouse
County,
Texas
And in the interest of the following child(ren)
1.
4.
2.
5.
3.
6.
DO NOT FILE THIS DOCUMENT WITH THE COURT.
FM-Div-Disc-101-Required Initial Disclosures-Divorce (Rev. 06-2021)
©TexasLawHelp
Page 2 of 9
Child’s name
Date of Birth
Place of Birth
2. Potential parties to the lawsuit.
See Texas Rule of Civil Procedure 194.2(b)(2).
You must provide the names, addresses, and telephone numbers of any potential parties.
Check any that apply. If none apply skip to next section.
The Office of the Attorney General—Child Support Division (OAG). The local field office
address and phone number are: __________________________________________________
____________________________________________________________________________
____________________________________________________________________________
The Texas Department of Family and Protective Services. The office address and phone
number are: __________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
Other: ___________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
3. Legal theories and factual bases of claims or defenses.
See Texas Rule of Civil Procedure 194.2(b)(3).
The pleadings in this case contain the legal theories and general factual bases for claims, or
defenses.
4. Amount and any method of calculating economic damages.
See Texas Rule of Civil Procedure 194.2(b)(4).
At the time of this initial required disclosure, economic damages have not been pled for as part
of this family law case. No response to this request is needed at this time. If an amended
pet
ition or counterpetition is filed that alleges economic damages, a response to this request will
be made within 30 days of the filing of the amended petition or counterpetition.
DO NOT FILE THIS DOCUMENT WITH THE COURT.
FM-Div-Disc-101-Required Initial Disclosures-Divorce (Rev. 06-2021)
©TexasLawHelp
Page 3 of 9
5. Persons with Knowledge of Relevant Facts (Potential Witnesses)
See Texas Rule of Civil Procedure 194.2(b)(5).
You also need to give the other side the names, phone numbers, and addresses of potential
witnesses—that is, people with knowledge of relevant facts. What is each person’s connection
with the case? The list should include all potential witnesses regardless of who they would be
testifying for. Attach another sheet of paper if you need more room.
IF this case is contested, this list could include family members, neighbors, teachers, doctors,
counselors, employers, and financial advisors, among others.
Name
Address
Phone number
Connection to case
6. Documents, electronic items, or tangible things.
See Texas Rule of Civil Procedure 194.2(b)(6).
T
he following is a list of documents, electronically stored information, and tangible things that have been
identified that may be used to support a claim or defense in this case. This Response will be
supplemented, as needed, as responsive items are identified
Describe documents, electronically stored information, and tangible things that you have in your
possession, custody, or control, and may use to support your claims or defenses. The list of
documents, electronic items, or tangible things should include all items in your possession that
you might want admitted as evidence in your case.
No.
Item/Name of Item
or Document
Type of Item (Document,
electronic info, or tangible
item)
Location of
document or
item
Brief Description of
document or item
1
2
3
4
5
If not producing copies of all the documents; access to electronically stored information; and
tangible things, a reasonable time and method for the production of these items is:
__________________________________________________________________________
____________________________________________________________________________
DO NOT FILE THIS DOCUMENT WITH THE COURT.
FM-Div-Disc-101-Required Initial Disclosures-Divorce (Rev. 06-2021)
©TexasLawHelp
Page 4 of 9
7. Indemnity and insuring agreements
See Texas Rule of Civil Procedure 194.2(b)(7).
Produce the originals or copies of any indemnity and insuring agreements described in Rule
192.3(f).
(Check one).
At the time of this initial response no indemnity and insuring agreements have been
identified. This Response will be amended, as needed.
Any indemnity and insuring agreements that have been identified are attached.
This Response will be amended, as needed.
8. Settlement agreements.
See Texas Rule of Civil Procedure 194.2(b)(8).
Produce the originals or copies of any settlement agreements described in Rule 192.3(g) of the
Texas Rules of Civil Procedure. Rule 192.3(g) provides in part as follows: Settlement Agreements.
A party may obtain discovery of the existence and contents of any relevant portions of a
settlement agreement.
(Check one).
The Parties have not entered into any active settlement agreements that would resolve, or
partially resolve, the disputed issues in this case. This Response will be amended, as needed.
Any active settlement agreements that would resolve, or partially resolve, the disputed
issues in this case are attached. This Response will be amended, as needed
9. Witness statements
See Texas Rule of Civil Procedure 194.2(b)(9).
Produce the originals or copies of any witness statements described in rule 192.3(h) of the Texas
Rules of Civil Procedure.
(Check one).
Attached to this response are copies of any witness statements that have been made by
any of the individuals identified in the fifth response above. This Response will be amended, as
needed, as qualifying witness statements are discovered or obtained in this case.
No witness statements are available at this time. This Response will be amended, as
needed, as qualifying witness statements are discovered or obtained in this case.
DO NOT FILE THIS DOCUMENT WITH THE COURT.
FM-Div-Disc-101-Required Initial Disclosures-Divorce (Rev. 06-2021)
©TexasLawHelp
Page 5 of 9
10. Medical records or bills.
See Texas Rule of Civil Procedure 194.2(b)(10).
Produce copies of all medical records and bills that are reasonably related to the injuries
or damages asserted or, in lieu thereof, an authorization permitting the disclosure of
such medical records and bills.
At the time of this initial response, this family law case does not allege physical or mental injury,
and therefore is not requesting damages resulting from any physical or mental injury. Therefore
no response to this request is needed at this time. This Response will be amended, as needed.
11. Medical records or bills from 3rd party authorizations.
See Texas Rule of Civil Procedure 194.2(b)(11).
Produce copies of all medical records and bills that you have obtained by using an authorization
that the other party gave you.
At the time of this initial response, this family law case does not allege physical or mental injury,
and therefore is not requesting damages resulting from any physical or mental injury. No
response to this request is needed at this time. This Response will be amended, as needed.
12. Responsible 3rd parties.
See Texas Rule of Civil Procedure 194.2(b)(12).
State the name, address, and telephone number of any person who may be designated as a
responsible third party.
At the time of this initial response no responsible third parties have been identified. This
Response will be amended, as needed.
DO NOT FILE THIS DOCUMENT WITH THE COURT.
FM-Div-Disc-101-Required Initial Disclosures-Divorce (Rev. 06-2021)
©TexasLawHelp
Page 6 of 9
Required Initial Disclosures for Family Law Cases
S
ee Texas Rule of Civil Procedure 194.2(c).
1. Information Related to Real Property
See Texas Rule of Civil Procedure 194.2(c)(1)(A)
You need to gather documents related to real property. Give your spouse:
• All deed and lien information on any real property owned, and
• All lease information on any real property leased.
You will need information that goes back for the past two years, unless you have been married
less than two years. If you have been married less than two years, you give your spouse
documents going back to the date you got married.
This can include things like deeds, closing documents, and mortgage statements. And you
need to include documents related to property you owned before the marriage or inherited.
If you do not have access to the accounts, and your name is on the account, you need to make
a good faith effort to get the documents. For example, you can reach out to the title company,
landlord, or lender.
Property Address/Location
Closing
Documents
attached
(Y/N)
Mortgage
Statements
attached
(Y/N)
Home
Equity LOC
documents
attached
(Y/N)
Date of
Purchase
Lease
documents
attached?
(Y/N)
2. Information Related to Pensions and Retirement (including SEP/IRA, IRA's, 401k
accounts, profit-sharing or other employee benefit plan)
See Texas Rule of Civil Procedure 194.2(c)(1)(B).
If you do not have access to the accounts and your name is on the account, make all efforts to get
the documents. You will need information that goes back for the past two years, unless you have
been married less than two years. If you have been married less than two years, you give your
spouse documents going back to the date you got married.
DO NOT FILE THIS DOCUMENT WITH THE COURT.
FM-Div-Disc-101-Required Initial Disclosures-Divorce (Rev. 06-2021)
©TexasLawHelp
Page 7 of 9
Company name/Financial
Institution Name
Last four digits of
Account No.
Description of
documents
Current
Balance/Date
3. Insurance Policies: Life, Homeowners, Automobile and Health
See Texas Rule of Civil Procedure 194.2(c)(1)(C).
If you do not have access to the accounts and your name is on the account, make all efforts to get
the documents. You will need information that goes back for the past two years, unless you have
been married less than two years. If you have been married less than two years, you give your
spouse documents going back to the date you got married. . If your name is on an account, you
have “constructive possession” of the documents and you must diligently try to get copies.
Insurance company
name
Type of
coverage
Last four digits
of policy
number
Declaration
Page
attached to
this form?
(Y/N)
Invoices for
premiums
attached to
this form?
Name of
person
who pays
DO NOT FILE THIS DOCUMENT WITH THE COURT.
FM-Div-Disc-101-Required Initial Disclosures-Divorce (Rev. 06-2021)
©TexasLawHelp
Page 8 of 9
4. I
nformation Related to Bank Accounts
See Texas Rule of Civil Procedure 194.2(c)(1)(D).
If you do not have access to the accounts and your name is on the account, make all efforts to get
the documents. You will need information that goes back for the past two years, unless you have
been married less than two years. If you have been married less than two years, you give your
spouse documents going back to the date you got married.
Name of Bank, Federal Credit
Union, Savings and Loans,
Brokerage Firms
Last four digits of
account number
Description of
documents
Current
Balance/Date
5. H
ealth Insurance Policies available for child(ren) and spouses
See Texas Rule of Civil Procedure 194.2(c)(2)(A)
In a suit in which child or spousal support is at issue, a party must, without awaiting a discovery
request, provide to the other party: (A) information regarding all policies, statements, and the
summary description of benefits for any medical and health insurance coverage that is or would
be available for the child or the spouse).
If you do not have access to the accounts and your name is on the account, make all efforts to get
the documents. You will need information that goes back for the past two years, unless you have
been married less than two years. If you have been married less than two years, you give your
spouse documents going back to the date you got married.
Insurance company name
Last four digits
of policy no.
Type of
Coverage
Declaration
Page/Premium
invoices
attached?
(Y/N)
Name of
person who
pays
DO NOT FILE THIS DOCUMENT WITH THE COURT.
FM-Div-Disc-101-Required Initial Disclosures-Divorce (Rev. 06-2021)
©TexasLawHelp
Page 9 of 9
6. Federal Income Tax Information
See Texas Rule of Civil Procedure 194.2(c)(2)(B).
I
f child support, spousal support, or both are part of this case: Attach two years of returns (if you do not
have possession of the return, log into www.irs.gov and request a copy of the transcript AND the return)
H
ave you attached it? Y/N (circle one)
A
ttach IRS Form W-2's, IRA Form 1099's and Schedule K-1 for the previous two years
Have you attached it? Y/N (circle one)
7. Payroll Information
See Texas Rule of Civil Procedure 194.2(c)(2)(C).
I
f child support, spousal support, or both are part of this case: Produce complete copies of your two most
recent payroll check stubs (log into your employee account, request from your human resources
department, request from company office manager/bookkeeper).
H
ave you attached it? Y/N (circle one)
Signature.
I
have completed the required disclosures and I have served them on my spouse.
Y
our signature: ______________________________________________________________
Y
our printed name: ___________________________________________________________
Certificate of Service
I
certify that a copy of the Required Disclosures and attached documents were served on my
spouse, ______________________________________________ (name of your spouse) on
___________________________ (date), by
(Check all that apply):
electronic file manager (e-filing)
email
first class (regular) U.S. Mail
certified U.S. Mail
registered U.S. Mail __________________________ (date).
by fax, to ___________________________ (number).
personal delivery by (me/my agent) (circle one).
commercial courier delivery service (such as Federal Express).
giving a copy to my spouse’s lawyer, ______________________________ (lawyer’s name)
via one of the above methods.
_______________________
_________________
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Completed 16 December 2021

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