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Ontario Rule 13 financial disclosure source document checklist

Source documents commonly collected behind Form 13, Form 13.1, and Form 13A — in one place. General reference for Ontario family law firms; your firm determines which items apply to each matter. Use it as a starting point, or have Hivi-X turn it into a reusable, trackable checklist you share with clients via a secure guest link (no account needed) or my-id.ca portal.

What source documents do Ontario family lawyers commonly collect for Rule 13 financial disclosure?

Ontario family procedure commonly involves ongoing disclosure of income, assets, debts, and expenses. The practical list often includes tax returns, Notices of Assessment, pay stubs, bank statements, pension records, and property documents. Hivi-X helps firms track each item on a firm-built checklist — there is no in-app prebuilt Rule 13 template at launch.

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Income

  • Three years of personal tax returns (T1 General + schedules)
  • Notices of Assessment for each tax year
  • Recent pay stubs (typically last 3 months)
  • Employment letter or contract where income is salaried
  • Self-employed: business financial statements and GST/HST returns

Assets & debts

  • Bank and investment account statements
  • Mortgage and line-of-credit statements
  • Credit card statements
  • Pension, RRSP, and RESP statements
  • Corporate interests: financial statements and shareholder agreements

Property

  • Deeds or title documents
  • Recent appraisals or market valuations
  • Separation-date property valuations where disputed
  • Prior marriage contracts or separation agreements

Parenting & other

  • School records where relevant to support or parenting
  • Medical records where relevant (with appropriate consent)
  • Communication logs where cited in affidavits

Staleness windows (educational)

>60 days before case conferenceEducational — not an automated product alert
>30 days before motionEducational — not an automated product alert
>40 days before trialEducational — not an automated product alert

Not automated product alerts — educational reference only.

Last updated 2026-07-09.

General information for Ontario family law firms only. Not legal advice. Not affiliated with the Law Society of Ontario or the courts. Hivi-X is document-collection software — it does not generate court forms, provide trust accounting, or guarantee disclosure compliance.

FAQ

Rule 13 of the Family Law Rules governs automatic, ongoing financial disclosure in Ontario family cases. Parties typically disclose income, assets, debts, and expenses supporting Form 13 or 13.1 and the Form 13A Certificate of Financial Disclosure. Your firm determines which documents apply to each matter.

Form 13 is used for support-only claims. Form 13.1 covers both property and support. The source documents behind each form overlap substantially; Form 13.1 adds property-related schedules. This checklist covers the source documents common to both.

Disclosure is ongoing throughout the case. Ontario procedural guides reference staleness windows before conferences, motions, and trial — firms should refresh disclosure when circumstances change. Hivi-X helps track items on a reusable checklist; automated staleness alerts are not a product feature today.

Want this as a live tracked checklist?

Build the checklist once in Hivi-X, share it on the my-id.ca portal, track missing items, and let your clerk approve each upload before you swear Form 13 or 13.1.

General information for Ontario family law firms only. Not legal advice. Not affiliated with the Law Society of Ontario or the courts. Hivi-X is document-collection software — it does not generate court forms, provide trust accounting, or guarantee disclosure compliance.

Rule 13 Financial Disclosure Checklist (Ontario) | Hivi-X