Line 1: What is your current marital status?
Where to enter this in NextChapter: Client Profile > Debtor Profile > Marital Status
Line 2: During the last 3 years, have you lived anywhere other than where you live now?
Where to enter this in NextChapter: Client Profile > Debtor Addresses AND/OR Joint Debtor Addresses > Prior Address
Line 3: Within the last 8 years, did you ever live with a spouse or legal equivalent in a community property state or territory?
Where to enter this in NextChapter: Client Profile > Spouses & Dependents > Spouse / Former Spouses
Line 4: Did you have any income from employment or from operating a business during this year or the two previous calendar years?
Where to enter this in NextChapter: Income > Gross Yearly Income
Line 5: Did you receive any other income during this year or the two previous calendar years?
Where to enter this in NextChapter: Income > Gross Yearly Income
Line 6: Are either Debtor 1’s or Debtor 2’s debts primarily consumer debts? If no, during the 90 days before you filed for bankruptcy, did you pay any creditor a total of $7,575* or more? If yes, during the 90 days before you filed for bankruptcy, did you pay any creditor a total of $600 or more?
Where to enter this in NextChapter: Client Profile > Filing Information > Nature of Debt. List any payments made in the last 90 days in Unsecured Nonpriority Claims AND/OR Secured Claims > Add or Edit Claim > Last Payment Date > Add total amount paid
Line 7: Within 1 year before you filed for bankruptcy, did you make a payment on a debt you owed anyone who was an insider?
Where to enter this in NextChapter: Codebtors Insiders & Notices > Insiders > Payment made to insider (within 1 year)
Line 8: Within 1 year before you filed for bankruptcy, did you make any payments or transfer any property on account of a debt that benefited an insider?
Where to enter this in NextChapter: Codebtors Insiders & Notices > Insiders > Payment made to creditor for benefit of an insider (within 1 year)
Line 9: Within 1 year before you filed for bankruptcy, were you a party in any lawsuit, court action, or administrative proceeding?
Where to enter this in NextChapter: Secured Claims AND/OR Unsecured Priority Claims AND/OR Unsecured Nonpriority Claims > Add or Edit Claim > +Add Action > Add to SOFA #9 (Lawsuit). If the action is not attached to a claim, go to Lawsuits > +New Lawsuit.
Line 10: Within 1 year before you filed for bankruptcy, was any of your property repossessed, foreclosed, garnished, attached, seized, or levied?
Where to enter this in NextChapter: Secured Claims AND/OR Unsecured Nonpriority Claims > Add or Edit Claim > +Add Action. If the action is not attached to a claim, go to Lawsuits > +New Lawsuit > Choose type of suit.
Line 11: Within 90 days before you filed for bankruptcy, did any creditor, including a bank or financial institution, set off any amounts from your accounts or refuse to make a payment because you owed a debt?
Where to enter this in NextChapter: Unsecured Priority Claims AND/OR Unsecured Nonpriority Claims > Add or Edit Claim > Claim was subject to setoff
Line 12: Within 1 year before you filed for bankruptcy, was any of your property in the possession of an assignee for the benefit of creditors, a court-appointed receiver, a custodian, or another official?
Where to enter this in NextChapter: Personal Property > Miscellaneous Property > Property: Assigned for Creditor Benefit Within 1 Year
Line 13: Within 2 years before you filed for bankruptcy, did you give any gifts with a total value of more than $600 per person?
Where to enter this in NextChapter: Miscellaneous > Gifts > +New Gift
Line 14: Within 2 years before you filed for bankruptcy, did you give any gifts or contributions with a total value of more than $600 to any charity?
Where to enter this in NextChapter: Miscellaneous > Gifts > +New Gift > Charity
Line 15: Within 1 year before you filed for bankruptcy or since you filed for bankruptcy, did you lose anything because of theft, fire, other disaster, or gambling?
Where to enter this in NextChapter: Miscellaneous > Losses > +New Loss
Line 16: Within 1 year before you filed for bankruptcy, did you or anyone else acting on your behalf pay or transfer any property to anyone you consulted about seeking bankruptcy or preparing a bankruptcy petition?
Where to enter this in NextChapter: Miscellaneous > Attorney / Credit Counseling Fees > +New Fee
Line 17: Within 1 year before you filed for bankruptcy, did you or anyone else acting on your behalf pay or transfer any property to anyone who promised to help you deal with your creditors or to make payments to your creditors?
Where to enter this in NextChapter: Unsecured Nonpriority Claims > Add or Edit Claim > Consideration > Promised to help pay creditors
Line 18: Within 2 years before you filed for bankruptcy, did you sell, trade, or otherwise transfer any property to anyone, other than property transferred in the ordinary course of your business or financial affairs?
Where to enter this in NextChapter: Personal Property > Miscellaneous Property > Property Type: Transferred > (+) Add > Transfer Type > Ordinary (within 2 years)
Line 19: Within 10 years before you filed for bankruptcy, did you transfer any property to a self-settled trust or similar device of which you are a beneficiary?
Where to enter this in NextChapter: Personal Property > Miscellaneous Property > Property Type: Transferred > (+) Add > Transfer Type > Within 10 Years
Line 20: Within 1 year before you filed for bankruptcy, were any financial accounts or instruments held in your name, or for your benefit, closed, sold, moved, or transferred?
Where to enter this in NextChapter: Personal Property > Money and Accounts > Add or Edit Account > Closed, Sold, Moved, or Transferred
Line 21: Do you now have, or did you have within 1 year before you filed for bankruptcy, any safe deposit box or other depository for securities, cash, or other valuables?
Where to enter this in NextChapter: Personal Property > Money and Accounts > Select Account Type > Safe Deposit Box
Line 22: Have you stored property in a storage unit or place other than your home within 1 year before you filed for bankruptcy?
Where to enter this in NextChapter: Personal Property > Miscellaneous Property > Select Property Type > Stored Within 1 Year
Line 23: Do you hold or control any property that someone else owns? Include any property you borrowed from, are storing for, or hold in trust for someone?
Where to enter this in NextChapter: Personal Property > Miscellaneous Property > Select Property Type > Holding For Another
Line 24: Has any governmental unit notified you that you may be liable or potentially liable under or in violation of an environmental law?
Where to enter this in NextChapter: Miscellaneous > Environmental Hazards > Yes
Line 25: Have you notified any governmental unit of any release of hazardous material?
Where to enter this in NextChapter: Miscellaneous > Environmental Hazards > Yes > Provided
Line 26: Have you been a party in any judicial or administrative proceeding under any environmental law?
Where to enter this in NextChapter: Miscellaneous > Environmental Hazards > Yes > List judicial or administrative proceeding under any environmental law to which debtor has been a party
Line 27: Within 4 years before you filed for bankruptcy, did you own a business or have any of the following connections to any business?
Where to enter this in NextChapter: Miscellaneous > Business Related > +New Business
Line 28: Within 2 years before you filed for bankruptcy, did you give a financial statement to anyone about your business?
Where to enter this in NextChapter: Miscellaneous > Business Related > Add or Edit Business > +Add Institution or Creditor