(PLEASE COMPLETE FORM AND MAKE AN APPOINTMENT) CHILD SUPPORT/CUSTODY DATA FORM Smith, Paulson, O’Donnell & Erickson, PLC 201 West 7th Street Monticello, MN 55362 (763) 295-2107 (763) 295-5165 Fax It is important that you fill out this questionnaire as completely as possible. Your attorney will be in a better position to answer questions you may have concerning your domestic situation. We will also need a number of documents from you to complete your matter. Please see the list on Page 6. These documents should accompany this questionnaire when it is returned to our office or as soon as you can get them to us. Thank you for choosing Smith, Paulson, O’Donnell & Erickson! Patrick M. O’Donnell, Jacob T. Erickson, Carly West Holler Michael J. Patera, Gregory V. Smith, Gerald S. Paulson Date of Interview: __________________________________________ Referred by: ______________________________________________ Smith, Paulson, O’Donnell & Erickson, PLC August 2015 Page 1 of 7 INFORMATION ABOUT YOURSELF Date:___________________ Name: ________________________________________________________ Age: __________ (First) (Middle) (Last) Social Security Number: _________________________________________________________ Address: ______________________________________________________________________ County ______________________________________________________________________ Telephone: ________________ home ________________ work __________________other Is it o.k. to leave a message at these numbers? ________________________________________ All other names previously known by (including maiden): ______________________________ Date of birth: __________________________________________________________________ Length of Minnesota Residency: __________________________________________________ INFORMATION ABOUT CHILD(REN)’S FATHER/MOTHER (IF KNOWN) Name: ________________________________________________________ Age: __________ (First) (Middle) (Last) Address: ______________________________________________________________________ County ______________________________________________________________________ Telephone: ________________ home ________________ work __________________other All other names previously known by (including maiden): ______________________________ Date of birth: __________________________________________________________________ Length of Minnesota Residency: __________________________________________________ FORMER RELATIONSHIP INFORMATION How long were you involved with the father/mother of the child(ren)? ____________________ When did the relationship end? ___________________________________________________ Was child support ordered to be paid to either party? __________________________________ Who was it to be paid to? ________________________________________________________ Smith, Paulson, O’Donnell & Erickson, PLC April 2015 Page 2 of 7 What is the amount of child support? _______________________________________________ When did it begin? _____________________________________________________________ Are there any arrearages and if so, how much? _______________________________________ What is the nature of the present problem? __________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Do you or the other parent have any medical/mental health issues that impair your ability to earn a living or necessitate major monthly medical expenses? Y N If so, what is the condition and where are you or the other party treated? ___________________ _____________________________________________________________________________ _____________________________________________________________________________ INFORMATION ABOUT CHILDREN Full Name DOB Resides With SSN Of this Relationship? Is parentage in question? Explain: __________________________________________________ Do any of the children have disabilities? If so, explain: _________________________________ Is custody of the minor child(ren) contested? Y N What is the current parental access arrangement? ______________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Smith, Paulson, O’Donnell & Erickson, PLC April 2015 Page 3 of 7 Have you received/paid any support for the minor children? Y N If so, please indicate how much: ___________________________________________________ Is there an Order for child support in place? Y N If the issue concerns child support payments, complete the sections below regarding income and expenses. EMPLOYMENT Name of Employer Address of Employer Job Title Length of Employment Income (Gross) FATHER MOTHER (IF KNOWN) _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _______________________ _______________________ _______________________ _______________________ _______________________ _______________________ OTHER INCOME/EMPLOYMENT BENEFITS Public Assistance (AFDC/GA) Unemployment/Worker’s Comp. Interest Income Dividend Income Social Security Benefits for Party or Child(ren) Bonus Expense Reimbursement Per Diem Compensation Other FATHER MOTHER (IF KNOWN) ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ MEDICAL/DENTAL INSURANCE Do you have medical and/or dental insurance available to you and the child(ren) either privately or through your employer? Check any of the following that apply: _______ _______ _______ _______ _______ Health Insurance Only Includes Dental and/or Vision Provided by your employer and/or union. Cost to you: $________________ Provided by other parent’s employer and/or union. Cost: $________________ Purchased privately. Cost $________ In whose name? ___________________ Smith, Paulson, O’Donnell & Erickson, PLC April 2015 Page 4 of 7 REQUESTED DOCUMENTS: 1. A COPY OF YOUR CURRENT PAYSTUBS, LISTING YEAR TO DATE FIGURES. 2. A COPY OF YOUR INCOME TAX RETURN, BOTH STATE AND FEDERAL, FOR THE PAST YEAR. 3. ANY COURT ORDERS RELATING TO CHILD SUPPORT/CUSTODY. 4. HEALTH INSURANCE VERIFICATION. 5. A LIST OF YOUR MONTHLY EXPENSES (SEE ATTACHED FORM). Smith, Paulson, O’Donnell & Erickson, PLC April 2015 Page 5 of 7 ITEM Mortgage Payment (P.I.T.I./Rent) R.E. Taxes (If Not Included in Mortgage) Renter's/Homeowner's Insurance (If Not Included in Mortgage) 2nd Mortgage/Home Equity Line of Credit Association Fee Electricity Heat Water Refuse Disposal Telephone Cable TV Cellular Phone Home Maintenance and Repair House Cleaning Lawn Care Snow Removal Maintenance Utilities Food/Groceries Lunches at Work/School Eating Out Household Supplies Clothing Dry Cleaning/Laundry Medical Insurance Uncovered Medical Expenses Prescriptions Eye Care Therapy/Counseling Dental Insurance Uncovered Dental Costs/Orthodontia Automobile Payment Gas/Oil/Maintenance Automobile Insurance Parking Life/Disability Insurance Premiums Recreation/Entertainment/Vacation Smith, Paulson, O’Donnell & Erickson, PLC April 2015 Page 6 of 7 Newspapers/Magazines Dues/Clubs Personal Items/Incidentals Hair Care Child Care/Daycare/Babysitter School Tuition/Expenses/Books Activity Fees/Sports Allowances Non-School Classes Adult Education Expenses Pet Expenses Contributions/Religious Charity Other Miscellaneous Monthly Debt Reduction (Credit Card Payments) TOTAL MONTHLY EXPENSES TOTALLY MONTHLY NET INCOME (approx.) SURPLUS/SHORTFALL Smith, Paulson, O’Donnell & Erickson, PLC April 2015 Page 7 of 7