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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: Mail check or money order payable to “Clerk – U.S. Bankruptcy Court”, or file 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 the U.S. Trustee (in a chapter 7 case) or the case trustee (in a chapter 13 case) within 14 days after filing the 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