Financial records provide evidence of a bona fide marriage if they show that both spouses have been combining their assets. Joint bank statements (checking or savings accounts) and beneficiary designations are some examples. These can be found in the account opening records as well as current account statements for example, from 401(k), pension, stocks to mutual funds. Among the most common evidence provided are...
- Joint bank statements (checking or savings accounts).
- Evidence that one spouse has made the other a beneficiary on his or her life insurance or retirement account (e.g. I.R.A.,401(k), pension, etc.)
- Other investment accounts (e.g. stocks, bonds, CDs, mutual funds, etc.)