Line 36: Add the dollar value of the portion you own for all of your entries from Part 4 (lines 16-35), including any entries for pages you have attached for Part 4.
Line 58: Part 4: Total financial assets, copy line 36
For line 36, see below to find how lines 16-35 are calculated:
Line 16: Do you own or have any legal or equitable interest in any of the following items: Cash?
Where to enter this in NextChapter: Personal Property > Money and Accounts > Cash / Safe Deposit Box
Line 17: Do you own or have any legal or equitable interest in any of the following items: Deposits of money?
Where to enter this in NextChapter: Personal Property > Money and Accounts > Checking Account / Savings Account / Certificate of Deposit / Other
Line 18: Do you own or have any legal or equitable interest in any of the following items: Bonds, mutual funds, or publicly traded stocks?
Where to enter this in NextChapter: Personal Property > Money and Accounts > Money Market / Brokerage AND/OR Personal Property > Interests > Stock / Bond / Mutual Fund
Line 19: Do you own or have any legal or equitable interest in any of the following items: Non-publicly traded stock and interests in incorporated and unincorporated businesses, including an interest in an LLC, partnership, and joint venture?
Where to enter this in NextChapter: Personal Property > Interests > Unincorporated Business / Incorporated Business / Partnership (Inactive) / Joint Venture (Inactive)
Line 20: Do you own or have any legal or equitable interest in any of the following items: Government and corporate bonds and other negotiable and non-negotiable instruments
Where to enter this in NextChapter: Personal Property > Interests > Government Bond
Line 21: Do you own or have any legal or equitable interest in any of the following items: Retirement or pension accounts?
Where to enter this in NextChapter: Personal Property > Interests > 401K / Government Pension Plan / IRA / Other Retirement Plan / Keogh / Pension Plan
Line 22: Do you own or have any legal or equitable interest in any of the following items: Security deposits and prepayments?
Where to enter this in NextChapter: Personal Property > Money and Accounts > Security Deposits or Prepayments
Line 23: Do you own or have any legal or equitable interest in any of the following items: Annuities?
Where to enter this in NextChapter: Personal Property > Interests > Annuity
Line 24: Do you own or have any legal or equitable interest in any of the following items: Interests in an education IRA, in an account in a qualified ABLE program, or under a qualified state tuition program?
Where to enter this in NextChapter: Personal Property > Interests > Education IRA
Line 25: Do you own or have any legal or equitable interest in any of the following items: Trusts, equitable or future interests in property (other than anything listed in line 1), and rights or powers exercisable for your benefit?
Where to enter this in NextChapter: Personal Property > Money Owed to Debtor > Equitable or Future Interests
Line 26: Do you own or have any legal or equitable interest in any of the following items: Patents, copyrights, trademarks, trade secrets, and other intellectual property?
Where to enter this in NextChapter: Personal Property > Business Related > Patents, Copyrights, Intellectual Property
Line 27: Do you own or have any legal or equitable interest in any of the following items: Licenses, franchises, and other general intangibles?
Where to enter this in NextChapter: Personal Property > Business Related > Licenses/Franchises
Line 28: Do you have any money or property owed to you: Tax refunds owed to you?
Where to enter this in NextChapter: Personal Property > Money Owed to Debtor > Expected Tax Refund
Line 29: Do you have any money or property owed to you: Family support?
Where to enter this in NextChapter: Personal Property > Money Owed to Debtor > Child Support / Alimony / Property Settlements / Maintenance / Divorce Settlements
Line 30: Do you have any money or property owed to you: Other amounts someone owes you?
Where to enter this in NextChapter: Personal Property > Money Owed to Debtor > Unpaid Wages
Line 31: Do you have any money or property owed to you: Interests in insurance policies?
Where to enter this in NextChapter: Personal Property > Interests > Term Life Insurance / Whole Life Insurance
Line 32: Do you have any money or property owed to you: Any interest in property that is due you from someone who has died?
Where to enter this in NextChapter: Personal Property > Money Owed to Debtor > Life Estates of Descendants
Line 33: Do you have any money or property owed to you: Claims against third parties, whether or not you have filed a lawsuit or made a demand for payment?
Where to enter this in NextChapter: Personal Property > Money Owed to Debtor > Claims Against Third Parties
Line 34: Do you have any money or property owed to you: Other contingent and unliquidated claims of every nature, including counterclaims of the debtor and rights to set off claims?
Where to enter this in NextChapter: Personal Property > Money Owed to Debtor > Other Contingent & Unliquidated Claims
Line 35: Do you have any money or property owed to you: Any financial assets you did not already list?
Where to enter this in NextChapter: Personal Property > Money Owed to Debtor > Financial Assets Not Yet Listed