Prepare for your settlement conference

Respondent flowchart

If you and your partner haven’t sorted out the issues after one or more case conferences, the judge may schedule a settlement conference.

The goal of a settlement conference is to help you and your partner settle the issues you still don’t agree on. Every conference is a chance for you to come closer to agreeing on your issues with your partner.

Rule 17: Conferences tells you what you need to do to prepare for your settlement conference and what happens at one.

Your partner has to serve you with the following documents at least 6 days before your settlement conference:

If your partner’s financial statement is more than 30 days old at the time of your conference, you will also be served with one of the following documents:

Form 13: Financial Statement or Form 13.1: Financial statement, if there have been major changes to their financial situation
Form 14A: Affidavit, if there is no change or only minor changes to the last financial statement they filed. Your partner has to include details of these changes on the form

Fill out your forms

You also have to fill out your own Form 17C: Settlement Conference Brief. This form is very similar to a case conference brief, except you also include:

An Offer to Settle that says how you would like to settle some or all of the issues.
Form 13B: Net Family Property Statement, if there are property issues. In it, you calculate your assets and debts on the date you married and on the date you separated.
A joint Form 13C: Comparative Net Family Property Statement, or your own Form 13C, if there are property issues. This form compares the value of your and your partner’s assets and debts on the date you married and the date you separated.

You have to give the court updated financial statements. See Update your financial statements below to find out what you have to do.

Make copies of your completed documents for you and your partner.

Serve and file your forms

You must serve your partner with a copy of your documents at least 4 days before the date of your settlement conference. You serve them by regular service or special service. Serve your documents below explains how to do this.

See Count time below to understand how to calculate days or time correctly. This is important because court staff may not accept your documents if you haven’t followed the rules.

You need to go back to court once your partner has been served, to file your documents and Form 6B: Affidavit of Service. You must do this at least 4 days before the conference date.

You add Form 6B: Affidavit of Service to your continuing record. Update your continuing record below explains how to add documents to your court file.

You add your settlement conference brief to your court file, not to the continuing record. It goes in your court file so the judge can read it before your conference. It is given back to you after your settlement conference is over. This is because discussions at a settlement conference are private and can’t be shared with another judge.

Confirm your court date

You have to tell the court that you will be at your settlement conference. Confirm your court date below explains how to do this.

If you need an interpreter or any special arrangement because of a disability, see Ask for a special arrangements below.

Ask for a special arrangement

If you or any of your witnesses need an interpreter or any special arrangement because of a disability, you can ask for this at any stage in the court process.

You can speak with any staff member at court about what you need or you can contact the Accessibility Coordinator at the court where your case, motion, or trial is being held. More information on how Ontario’s courts can be more accessible is available on the Ministry of the Attorney General’s website.

Confirm your court date

You must confirm your court date by 2 p.m., at least 3 days before your scheduled hearing. To confirm a court date, you must fill out and file Form 14C: Confirmation. To confirm a conference date, you must fill out and file Form 17F: Confirmation of Conference.

These forms tell the court that you'll be at your hearing, what specific issues will be discussed at it, and what documents the judge should read. You can file the form in person at the courthouse or by fax.

You must give your partner a copy of the form before you give it to the court.

If you don't file your confirmation form in time, the hearing may not be held and you will have to get a new date.

Count time

Rule 3: Time tells you how to count time or days.

You must follow court rules that say the day by which you have to:

serve your partner, or other people or agencies, with your documents
file your documents with the court
confirm your court dates

When you serve your documents, counting starts on the day after the “effective” service day. The effective service day depends on how you served the documents. If you served them:

in person - service is effective the same day
by mail - service is effective 5 days after the documents are mailed
by same day courier - service is effective the day after the courier picks it up
by next day courier - service is effective two days after the courier picks it up
by fax - service is effective the day it's faxed as long as it's faxed before 4 p.m. on a day when the court is open
at your partner’s home with anyone who seems to be an adult and then mailed to that address - service is effective 5 days after the documents are mailed

For example, suppose you have 7 days to serve your documents. If you serve them personally on Monday, the first day you count is Tuesday and the 7th day is the following Monday.

If the last day is a holiday, the time period ends on the next day that is not a holiday.

But if you have less than 7 days to serve or file your documents or to confirm your court date, then Saturdays, Sundays, and holidays when court offices are closed are not counted.

Counting time or days is important because court staff won’t accept your documents if you haven't followed the rules.

Serve your documents

Rule 6: Service of documents tells you how to serve your partner and any other people or agencies you have to serve.

Documents can be served in 2 ways – by special service or by regular service. The Family Law Rules tell you which way you have to serve your documents at each step in the court process.

You can usually serve your partner yourself, or get a family member or friend who is at least 18 years old or a professional process server to do it for you.

Special service

To serve your documents by special service means you, a family member or friend who is at least 18 years old or a professional process server must do one of the following:

give a copy to your partner directly
leave a copy with your partner’s lawyer
mail a copy to your partner, but your partner must send back a special form to confirm they received the document
leave a copy in an envelope addressed to your partner at your partner’s home with any adult living with your partner, and then mail a copy of the documents to that address within one day

Special service is usually used for documents that start the case or documents that could lead to the person being served going to jail.

Regular Service

To serve your documents by regular service means you, a family member or friend who is at least 18 years old or a professional process server, must do one of the following:

mail a copy to your partner or their lawyer
courier a copy to your partner or their lawyer
fax a copy to your partner or their lawyer
serve a copy by special service

The following documents can only be served by special service:

an Application
a motion to change
a summons to witness
a notice of contempt motion
a notice of motion or notice of default hearing where the person to be served faces a possibility of jail

6B: Affidavit of Service

After your documents are served, you, or whoever served the documents, must fill out Form 6B: Affidavit of Service. This can be done at the court counter, with the help of the court clerk.

Form 6B asks for:

the name of the person who served the documents
the name of the person or agency that was served
when the documents were served (day, month, and year)
where the documents were served (the complete address)
what documents were served (Application, Answer, Reply, notice of motion)
how the documents were served (in person, at place of residence, by regular mail, courier, or fax)

You must swear or affirm that the information in your form is true before you sign it. You do this in front of a notary public or commissioner for taking affidavits. This person also signs and dates the form.

You can be charged with committing a crime if you don't tell the truth.

You can find a commissioner at any family court and they will sign your form for free. You can also find them at certain ServiceOntario centres. Other people can also do this, for example, a lawyer, notary public, judge, or paralegal. But they may charge you a fee.

Form 6B proves that your partner got a copy of your documents and knows that they have to respond to them.

More information on serving documents can be found in the Ministry of Attorney General’s A Guide to Family Procedures, Part 6: Serving Documents.

Safety issues

If you fear for your safety or the safety of any friend or family member when serving documents, you can ask the court staff to arrange for your documents to be served.

Update your continuing record

Rule 9: Continuing Record tells you what a continuing record is and what documents you put into it.

The continuing record has every document you and your partner want the court to look at. It’s is kept in the court file at the courthouse.

The continuing record has 2 parts:

The endorsement volume has all the endorsements and court orders a judge makes in your case.
The documents volume has all the documents filed in your case by you and your partner. This includes Applications, Answers, Replies, affidavits of service, financial statements, motions, affidavits, and trial management conference briefs. It does not include the case conference brief or the settlement conference brief.

If you’re the applicant, you start the continuing record and keep adding your documents to it. If you don’t have a lawyer, court staff can help you start it and help you add your documents to it.

If you’re the respondent you add your documents to the continuing record your partner started. If you don’t have a lawyer, court staff can help you add your documents to it.

When you add a document to the continuing record, you also have to update the table of contents by listing each document you’re filing.

Make sure you keep a copy of every document you and your partner fill out. This allows you to keep track of your case yourself. You won’t have to go to the court to ask the court clerk to get your court file if you need to check something. More information on the continuing record can be found in the Ministry of Attorney General’s A Guide to Family Procedures, Part 5: Filing Documents.

Update your financial statements

Rule 13: Financial disclosure tells you what a financial statement is, when you need one, and how to fill it out.

If your financial statement is more than 30 days old at the time you have to file or serve it at any stage in the court process, you have to fill out, serve, and file one of the following:

A new Form 13: Financial Statement or Form 13.1: Financial Statement, if there has been a major change to your financial situation.
A Form 14A: Affidavit, if there is no change or only minor changes to the last financial statement you filed. You must include details on all the changes

You also have to fill out Form 13A: Certificate of Financial Disclosure. In it you list all the documents that prove why you’re asking for child support, spousal support, or to divide property. You must attach copies of all these documents.

For example, you can include copies of your pay stubs, recent tax returns, and notices of assessment. If you don’t have a copy of your notices of assessment, you can get a copy of your income and deductions statement from Canada Revenue Agency by calling 1-800-959-8281.

Next steps:

Go to your settlement conference

Previous step:

Go to your case conference

July 2018

Prepare for your settlement conference

Fill out your forms

Serve and file your forms