FINANCIAL CLAIMS

Stage 1 : The Application

Either spouse can make the application by filing Form A in the court where the Divorce proceedings have been issued. The spouse who makes the application is called the Applicant .There is a court fee of £80 to be paid by the Applicant. At this stage no evidence or supporting statements has to be submitted to the Court.  

When the Court receives Form A it will list the case for a hearing called the First Appointment between 12- to 16 weeks from the date of receiving the Form A. The court will then serve a copy of the Form A on the other spouse of their solicitor within 4 days .  

The First Appointment cannot be adjourned without the court’s permission.  

A notice of the First Appointment is sent to both parties setting out the steps each party must take prior to the First Appointment. This will involve both parties to file   Form E  - a financial questionnaire which is sworn together with supporting financial documents and   Other Steps   dealt with below.  

 Form E
The Form E must be simultaneously exchanged at least 35 days before the date of the first appointment. This is a lengthy form required to be completed and then sworn. In addition documents evidencing the finances must be attached to the form. Which documents are required will be identified on the form. Examples of what is normally required include : - 

a) valuation of the matrimonial home and/or other property; 

b) an up to date mortgage statement  

c) previous 12 months’ bank statements  

d) surrender value statement of insurance policies  

e) annual accounts of business for previous 2 years  

f) pension valuation statement  

g) previous 3 months’ wage slip and the most recent p60  

The parties may also attach any other documents which are necessary to explain or clarify the information contained in Form E.  

Some of the documents may not be readily available at the time of exchanging the Form Es. Any that are not should be served at the earliest opportunity.  

No party is required to give information beyond that contained in Form E before the First Appointment. Any further information sought by either party must be set out in a  Questionnaire  which must be served before the first Appointment.  

 Other Steps before First Appointment
At least 14 days before the First Appointment, both parties solicitors must file and serve on the other party the following  

a) a chronology of the important dates in the case  

b) a statement of the issues that need to be decided by the court; 

c) any  questionnaire  seeking further information and documents. Often the Form E which is a standard document does not give a full picture of the finances or there may be queries arising from the Form. A party can serve a list of questions and request for any further documents. The other party does not have to respond to these questions before the First Appointment. The extent to which the other party has to respond to the Questions will be decided at the First Appointment.  

d) a notice stating whether the party will be able to proceed at the first appointment  

 Estimate of Costs
Prior to the First Appointment each party must serve a cost estimate giving an estimate of their total costs and disbursements to date. In addition if either party wishes to ask the court for award costs for the first appointment that party must produce a Schedule of Costs giving a more detailed breakdown of the costs incurred. This schedule must be served at least 24 hrs before the First Appointment.  

The Procedure
The Application
• Form E
• Steps before First Appointment
• Estimate of Costs
First Appointment
Steps before FDR
The FDR Appointment
Steps before the Final Hearing
Final Hearing
• Order for Costs
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