When you reach Review and File > Review, NextChapter checks your case for a few required pieces of debtor information. If the Client Profile card shows a red alert icon instead of a green checkmark, it means one or more of the items below are missing.
What NextChapter Checks
The Client Profile card passes only when all of the following are true:
A Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) is entered for the Debtor.
If there is a Joint Debtor on the case, an SSN or ITIN is entered for the Joint Debtor as well.
A Debtor Residential Address is entered under Client Profile > Debtor Addresses.
If any of these are missing, the card will show the red alert icon.
Step 1: Add the Debtor's SSN or ITIN
From the case menu, go to Client Profile > Debtor Profile.
Locate the SSN or ITIN field for the Debtor.
Enter the applicable number.
If the case has a Joint Debtor, repeat this step in the Joint Debtor section of the same screen.
The field will save automatically once entered.
Note: Only one of SSN or ITIN is required per debtor, not both. Use whichever number applies to that individual.
Step 2: Add the Debtor's Residential Address
From the case menu, go to Client Profile > Debtor Addresses.
Enter the Debtor's current residential address, including street, city, state, and ZIP code.
If there is a Joint Debtor with a different residential address, add that address as well.
The address will save automatically once entered.
Tip: If the Debtor's mailing address is different from their residential address, NextChapter allows both to be entered separately on this screen. Only the residential address is required to clear this alert.
Confirming the Fix
Once the SSN/ITIN and Debtor Residential Address have been entered, return to Review and File > Review. The Client Profile card should now display a green checkmark instead of the red alert icon.