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Filing Checklist

Information for filing a Chapter 7 or Chapter 13 Individual or Joint Petition

Use this Checklist to be sure you have all the documents to proceed whether you are filing with or without an attorney:

Have you read?

Have you completed the following forms for filing?

Have you obtained documents that will be needed after your initial filing?

  • Federal income tax return: most recent copy
  • Pay Stubs: Copies of pay stubs from employer for 60-day period before filing of petition
  • Accounts: Copies of checking, savings, and investment accounts showing balances as of day of filing of petition
  • Statement of Your Current Monthly Income and Expenses: Documentation used to support Official Form 122A-1 (and Official Form 122A-2 if required) or Official Form 122C-1 (and Official Form 122C-2 if required) completed in prior step.  
  • Picture ID:  issued by a governmental unit or other personal identifying information
  • Evidence of your social security number: or written statement that documentation does not exist

Regarding the Filing Fee

  • Pay Filing Fees: Obtain cash (if filing in person), check, or money order payable to “Clerk – U.S. Bankruptcy Court”,   LBF 110 (Application to Pay in Installments), or Official Form 103B (Application for Waiver of  Chapter 7 Filing Fee).

After receiving the notice for the Meeting of Creditors

  • Prepare for Meeting of Creditors: Read the notice for the Meeting of Creditors carefully for the date, time, and location of meeting and other important information
  • Mail tax return 7 days before meeting: Mail a copy of your federal income tax return to the case trustee so it is received no later than 7 days before the meeting
  • Pay Stubs within 14 days after filing: Mail copies of pay stubs to U.S. Trustee (in a Chapter 7 case) or the case trustee (in a Chapter 13 case) within 14 days after filing Petition
  • Gather Documents: to bring to the Meeting of Creditors – Picture ID, evidence of SSN, copies of  checking, savings, and investment account statements, documentation used to support Official Form 122A-1 (and Official Form 122A-2 if required) or Official Form 122C-1 (and Official Form 122C-2 if required) completed in prior step.  
  • Financial Management Course Certification: Complete the financial management course from an approved provider and file proof of completion with the Bankruptcy Court