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Uniform Interrogatories

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Uniform Interrogatories for Domestic Relations Cases

Name:

Address:

City, State, Zip:

Telephone:

State Bar Code:

Client:

IN THE SUPERIOR COURT OF THE STATE OF ARIZONA

In and for the County of

IN RE THE MARRIAGE OF

Petitioner:

Respondent:

Case No.:

Background and Personal History

1. State your full name, current residence, telephone number, social security number, date of birth, and list any names by which you have been known in the past.

Education and Training

2. (a) The name and address of each high school, college and technical school attended.

(b) The courses of study, specifying major, degrees received, and inclusive dates of attendance.

Employment

3. (a) State the name and address of each employer you have had during the last three (3) years and list your job title at each such employment. If you have been self-employed at any time during those three (3) years, so state and give months and years.

(b) State the gross monthly income from your current employment.

(c) State the monthly net take home from your current employment.

(d) Have you engaged in any part-time employment in addition to your regular occupation within the past three years?

If so, please state whether you are still engaged in this part-time employment and state your monthly income from this employment.

(e) Have you received overtime pay, commissions or bonuses within the last three (3) years?

If so, please state the monthly gross amount you have earned from overtime pay and the dollar amount of each commission and/or bonus received.

(f) Attach your most recent payroll stub and your contract of employment.

Deferred Compensation and Retirement Benefits

4. Are you or have you ever been a participant in a deferred compensation program or plan?

If so:

(a) Describe the nature of each plan.

(b) Indicate whether each plan is qualified with the IRS.

(c) State the name of the plan and the name and address of the trustee and the plan administrator.

(d) State the date you began the employment which permitted you to participate in the plan and the number of years and months in which you have participated and are entitled to credit.

(e) Set forth the value of your interest as of the last valuation date and state that date.

(f) Attach a copy of your current plan and your most recent plan statement.

Health Insurance

5. Do you have health insurance through your present employer?

If so, indicate what conversion benefits are available to your spouse at the time of the dissolution of marriage, and indicate the persons presently covered and the cost for dependent coverage, if any. Attach a copy of your current health plan.

Other Income

6. Do you have any sources of income other than as described above?

If so, state each source of income and the amount received from each source in this year and in each of the last three (3) calendar years. Attach a copy of each document showing each additional source of income.

Life Insurance

7. Do you presently own or have an interest in any life insurance or annuity policy?

If so, for each policy, please state:

Employment Benefits

8. Do you receive or do you expect to receive or have you received in the past calendar year, any employment related benefits?

If so, specify the benefits you receive or received.

Custody of Children

9. (a) Do you believe that you and your spouse can reach an agreement concerning custody and visitation without the intervention of the Court or Conciliation Services?

(b) If so, please state your understanding of what the agreement will be between you and your spouse regarding custody and visitation.

(c) If so, and if joint custody is part of the agreement, please state the substance of the joint custody plan that you and your spouse have agreed to.

(d) Have there ever been allegations of child abuse, neglect, abandonment or incorrigibility filed against either you or your spouse?

(e) Please provide sufficient details regarding disposition of said allegations or investigation, including specific dates, names of investigators and other persons involved.

(f) Is there a child of the marital relationship with special needs, disabilities or other developmental handicaps? If so, how does the agreement between you and your spouse or the joint custody plan address these needs? Further, what provision, excluding court ordered child support, will be made for the extraordinary expenses associated with caring for this child.

Domestic Violence

10. (a) Have you or your spouse been a party to any litigation relating to domestic violence?

(b) If so, please provide the location of the court where the action was filed; the nature of the complaint; the disposition thereof; and the expiration date of any resultant order.

(c) Have you or your spouse been subject to an order of any court which limits or prohibits conduct or actions because of violence or physical abuse?

Residence and Real Estate

11. Please complete the attached Residence and Real Estate Chart for each piece of real estate in which you have an interest.

Sole and Separate Property

12. (a) Do you own any property which you believe is your sole and separate property?

If so, please:

(i) Describe that property;

(ii) State the present location of the property;

(iii) State the value of your interest in the property on the date of marriage;

(iv) State the facts which support your belief that it is sole and separate property.

(b) Identify and attach every document in your custody, possession or control which supports your claim that the property is separate property.

(c) Have you used any community funds to improve, protect, pay for or maintain the separate property?

If so, identify dates, source and amounts of funds expended and identify any documents which show the expenditures.

Bank Accounts

13. (a) If you have had funds in any bank account this year or within the past three (3) years, please complete the attached Bank Accounts Chart.

(b) Do you have any money on deposit in any bank account or accounts, in any name other than your own?

If so, for each account, please state:

(c) Attach bank statements and a copy of each check register for each account for the past twelve (12) months.

Safe Deposit Boxes

14. (a) Within the last three (3) years, have you had access to any safe deposit box, safe or vault or other place of safekeeping?

If so, for each depository, please state the name of the bank or branch or other location where the depository is located.

(b) State whether each depository is open or closed as of the date of your answers to these interrogatories.

(c) List present contents of each depository and identify any items removed within the last three (3) years.

Business Entities: Corporations, Partnerships, and Sole Proprietorships

15. (a) Identify every business entity in which you have any interest, whether equitable or legal, and identify the type of business.

(b) With respect to each business, describe the type of records maintained in the last five (5) years.

(c) Indicate the name, address, telephone number and job position of each individual or business which has possession, custody or control of the records above described.

(d) Provide the name, address and telephone number of each individual or business which has possession, custody or control of the tax returns for each business for the last three (3) years.

(e) Provide the current net worth of the business and the date that net worth was derived.

(f) With respect to each business, indicate your and/or your spouse's interest in the business and the name and address of every other person or entity having an interest in any such business you have listed.

(g) Attach a copy of the most recent federal tax return filed for each business listed.

Law Suits

16. During the last three (3) years have either you or your spouse suffered an injury for which you believe you may receive compensation or have you been a party to any lawsuit?

If so, please give all details below.

Tax Returns

17. Did you file federal and state income tax returns for any taxable year since ?

If so, state as to each year:

(a) Whether it was a joint or separate return.

(b) Who currently has a copy of that return.

(c) Who prepared the return.

(d) Attach a copy of your most recent personal federal and state tax return with all relevant schedules.

Financial Statements

18. Has any financial statement, loan application, and/or credit application been prepared for you or by you or for any business entity listed in your answer above within the past three (3) years?

If so, please state:

(a) Whether you have a copy of such financial statement(s), loan application(s), and/or credit application(s) in your possession.

(b) The name and address of each person, firm, corporation, partnership, mercantile or trade agency, or other organization to whom they were issued.

(c) The date of each financial statement(s), loan application(s) and/or credit application(s).

(d) Attach a copy of each financial statement or application.

Attorneys' Fees and Costs

19. State the terms and conditions of the employment of your attorney in this case, including the hourly rate or other basis for fees. Give full details of any agreement or understanding between you and your attorney in this case concerning fees and expenses, including information and specific amounts of any payments made to your attorney, the method of payment(s) and the source of the payment(s) in connection with this case. Attach the retainer agreement memorializing the employment of your attorney.

Witnesses and Exhibits

20. (a) Do you intend to offer in evidence at the time of trial of this case any documents?

If so, please state in complete detail:

(i) The description, subject matter, form, name and number of each and every document;

(ii) The relevancy, in your opinion, of each and every document to the issues before the court.

(b) List each witness you intend to call at the trial of this case, and as to each such person:

(c) Have you employed or do you intend to employ any expert witness for purposes of supporting any of your allegations in this litigation and/or for purposes of testifying at the trial of this action?

If so, please state, for each such technician or expert, the following:

Spousal Affidavits and Inventories

21. (a) Please complete a Court approved form "spousal affidavit" and sign the affidavit in the presence of a notary public, if you have not already done so.

(b) Please complete the attached inventory of securities you own, and list the items of personal property you own, including vehicles, which have a value greater than $100.00.

Inventory of Securities

List of Personal Property

Signature:

Date:

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What Uniform Interrogatories Are and when they matter

Uniform Interrogatories are standardized written questions used in civil discovery to obtain facts from an opposing party. They can be court‑adopted form sets or jurisdictional templates that simplify common lines of inquiry, reduce drafting time, and ensure consistent responses. Parties answer under oath and must supplement responses if new information arises. While procedural rules and allowable questions vary by court and state rule, the core purpose is fact gathering prior to depositions or trial. Electronic delivery and signature are generally permitted under U.S. e‑signature law when rules and local court orders allow it.

Why Uniform Interrogatories streamline discovery

They standardize routine questions, reduce drafting errors, and speed early fact development while lowering discovery costs and disputes over form and scope.

Why Uniform Interrogatories streamline discovery

Typical users and stakeholders

Lawyers, paralegals, corporate counsel, and litigation support professionals prepare, serve, and track interrogatories during discovery.

  • Plaintiffs and defense counsel use them to identify witnesses, documents, and factual positions relevant to claims and defenses.
  • In-house legal teams deploy standardized sets for repeat matters to reduce outside counsel time and improve consistency.
  • Litigation paralegals and eDiscovery specialists manage service, meet-and-confer exchanges, and ensure timely supplementation.

Properly prepared Uniform Interrogatories reduce meet-and-confer disputes and provide defensible, auditable records of what was asked and answered.

Core components of a professional Uniform Interrogatories packet

A complete packet combines clear numbering, defined terms, instruction language, signature blocks, confidentiality designations, and attachment/identification fields to reference exhibits and documents.

Question Numbering

Sequential, unique numbers for each interrogatory to ease referencing in meet-and-confer letters and deposition follow-ups, and to link answers to specific subparts.

Defined Terms

Concise definitions (e.g., 'document', 'communication', date ranges) that reduce disputes about scope and ensure consistent interpretation by parties and counsel.

Instructions

Instructions explain response format, use of objections, duty to supplement, and whether documents are produced as attachments or bates‑stamped exhibits.

Signature Block

An oath or verification clause for the answering party or authorized representative, with space for signature, printed name, title, and date; must comply with local rule wording.

Confidentiality Notice

If discovery is governed by a protective order, include directions for marking confidential responses and the process for dispute resolution.

Document Reference

Fields to identify produced documents by bates range, date, custodian, and exhibit label so answers and productions remain auditable.

Step-by-step: prepare and serve Uniform Interrogatories

Follow a consistent workflow from draft to service to reduce procedural risk and maintain an audit trail.

  • 01
    Draft: Assemble standardized questions and tailor defined terms to the case facts.
  • 02
    Review: Confirm scope, privilege limits, and meet local rule length limits before finalizing.
  • 03
    Serve: Serve per local rules—email, e‑service portal, or hand/mail service—and document proof of service.
  • 04
    Track: Log response deadlines, verify verification language, and prepare supplements if new facts arise.

Typical flow when using interrogatories in discovery

Interrogatories are one component of a broader discovery sequence; clear sequencing avoids duplication and wasted expense.

  • Issue: Plaintiff or defendant serves interrogatories after initial disclosures and within the deadlines set by the scheduling order.
  • Answer: Responding party provides sworn answers, objections, and referenced document productions by the response date.
  • Meet-and-Confer: Parties attempt to resolve disputes about scope or deficiencies before filing discovery motions.
  • Motion Practice: If unresolved, file motions to compel or for protective order, citing specific interrogatory numbers and deficiencies.

Configuring an online workflow for Uniform Interrogatories

Design fields, signer roles, and routing so questions, signature, and service proof are captured automatically.

Field Configuration
Case Caption Locked text field; prefill from case metadata
Interrogatory Blocks Repeatable text blocks with numbering and required response toggles
Verification Signature Signature field tied to signer identity and timestamp
Proof of Service Auto-generate certificate with delivery method and timestamps

Options for electronic completion, service, and evidence

Electronic workflows can capture signature attribution, timestamps, and delivery evidence required for admissibility and recordkeeping.

  • Document Formats: PDF, DOCX, and flat text outputs for e‑filing and archival
  • Integrations: Integrates with common systems like Salesforce, Microsoft 365, NetSuite, and Box for document management
  • Authentication: Supports email links, SMS codes, and advanced signer authentication where courts require stronger identity proof

Use a platform that preserves an audit trail, supports secure storage, and exports court-ready signed copies with certificate of completion.

Key timing: response deadlines and extensions

Observe local rules and court scheduling orders; responses are time‑sensitive and the clock often begins on service date.

Standard Response Period:

Typically 30 days from service but can vary by state or court order

Shortened Deadlines:

Local rules or protective orders may shorten response times for specific discovery

Extension by Agreement:

Parties can stipulate to extend deadlines; memorialize agreements in writing

Motion to Compel Timeline:

Meet-and-confer required before filing; check local rules for safe harbor periods

Supplementation Duty:

Duty to supplement arises when new, responsive information is discovered

Consequences of inadequate or untimely responses

Motion Sanctions: Court may award fees
Adverse Inference: Court can instruct jury against noncompliant party
Evidence Exclusion: Late documents may be excluded
Case Management: Court may impose scheduling penalties
Contempt: Willful refusal can lead to contempt
Reputational Risk: Professional sanctions or ethical inquiries

Common drafting and service pitfalls to avoid

  • Overbroad compound questions that invite boilerplate objections and motion practice instead of clear factual answers.
  • Failing to reference produced documents by bates range, causing ambiguity about which records satisfy the request.
  • Using inconsistent defined terms across interrogatories and document requests, which creates avoidable scope disputes.
  • Relying on unsigned or uncertified electronic copies without an accompanying audit trail that establishes attribution and timing.

Required information and essential fields

Case Caption: Court, parties, docket
Interrogatory Number: Sequential ID
Question Text: Clear single issue
Response Text: Direct answer or objection
Document Reference: Bates / custodian
Verification: Signer name and date

Illustrative use cases

Real-world examples show how Uniform Interrogatories speed issue development and reduce discovery costs.

Case Study 1

A mid-size commercial dispute used standardized interrogatories to identify custodian lists quickly

  • Reduced deposition time by narrowing topics
  • The uniform approach cut outside counsel drafting hours and produced clearer responses for motion practice.

Case Study 2

A healthcare provider used tailored interrogatories with HIPAA‑compliant handling instructions

  • Limited production to relevant PHI fields
  • The package preserved privacy while enabling prompt medical‑record identification and reduced unnecessary redactions.

eSignature vendor comparison for Uniform Interrogatories workflows

Cost and capability vary by vendor and plan. signNow is listed first for parity with other commonly used eSignature services and to show core pricing differences.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Varies Varies Varies Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes Varies Varies

Frequently asked questions about Uniform Interrogatories

Answers to practical questions about drafting, service, objections, electronic signing, and recordkeeping for Uniform Interrogatories.


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