All of our Chapter 13 Plans have merge tags that pull information from your case directly into your plan. Each tag has a set of instructions, which describe the logic within the app, so that you can easily understand how this tag is populated. Below is a list of your plan specific tags with their corresponding instructions.
(Hint: These instructions are for the National Plan. If you have a district specific plan, you can search the Help Center for the article related to your plan.)
Line 3.1: [Natl.Mortgage]
List all secured mortgage claims where the intent is NOT to surrender or avoid. Include any vehicles with arrears. If the vehicle is included in this section, do not include the vehicle in [Natl.910] or [Natl.506]. Don’t list the secured arrearage as a separate claim.
Line 3.2: [Natl.506]
List all secured claims where the box is selected for “Subject to 11 U.S.C. § 506 (Cram down)”.
Line 3.3: [Natl.910]
List all secured claims where the box is selected for “Excluded from 11 U.S.C. § 506 (910 Vehicle)”.
Line 3.4: [Natl.Avoid]
List any secured lien where the intent is to Avoid. If there is more than 1 secured where the intent is to Avoid, list the first creditor’s claim information in rows 2 - 8, then the next creditor’s claim information in the same rows added below for rows 9 - 15.
Line 3.5: [Natl.Surrender]
List all claims where the intent is to Surrender.
Line 4.2: [Trustee.Percentage] and [Trustee.Fee.Total].
[Trustee.Percentage]: This is the Trustee’s Fee from the Chapter 13 plan calculator
[Trustee.Fee.Total]: This is the total Trustee’s fees amount
Line 4.3: [Attorney.Fees.Owed]
Total attorney's fees listed in Plan Calculator
Line 4.4: [Natl.Priority]
If there are priority claims listed in the case, insert the total balance
Line 5.2: [Natl.Unsecured.1]
List any unsecured claim where the treatment is any of the 3 “Long-Term” treatment types.
Line 5.3: [Natl.Unsecured.2]
List all unsecured nonpriority claims that have special treatment saved to the claim.
Line 6.1: [Natl.Lease]
List all leases where the intent is to Assume. Do not list lease arrearage as a separate claim.
***Note: If you do not see tag/instructions for a specific line number, then the line likely requires a manual entry. You can manually enter data in the Plan Editor. Check out this article for tips on using the editor!