Forms & Schedules
Guidance for completing bankruptcy forms and schedules in NextChapter, including district-specific notes.
By Katie and 5 others6 authors614 articles
206A/B - Accounts Receivable
Subchapter V - Business Cases
Voluntary Petition For Non-Individuals (Form 201) - Full Form Instructions
Voluntary Petition - Estimated Assets
Subchapter V - Personal Cases
Voluntary Petition - Debtor's Estimation of Available Funds
Business Cases - Debtor Grouping
Business Articles - Multiple Creditors Attached to Multiple Assets
Business Cases: Including Attachments
Declaration Under Penalty of Perjury for Non-Individual Debtors
List of Equity Security Holders
206D - Secured Claims
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Debtor’s name
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Names debtor used in the last 8 years
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Debtor’s federal EIN
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Debtor’s address
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Debtor’s website
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Type of debtor
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Describe debtor’s business
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Chapter of bankruptcy
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Prior bankruptcy cases within the last 8 years
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Pending bankruptcy cases
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Why is the case filed in this district?
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Property that needs immediate attention
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Debtor’s estimation of available funds
Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Estimated number of creditors, liabilities, and assets
Import and Export Assets
Import and Export Lawsuits
Chapter 11 Pricing Model
How to a Purchase Business Chapter 11 Package
Chapter 11 Final Report
Liquidation Analysis
Monthly Operating Report (Form 425C)
Bulk Delete Assets and Claims
North Carolina Schedule C-1 - Real Property
North Carolina Schedule C-1 - Vehicles Owned
North Carolina Schedule C-1 - Personal and Household
North Carolina Schedule C-1 - Tools of the Trade.
North Carolina Schedule C-1 - Life Insurance.
North Carolina Schedule C-1 - Professionally Prescribed Health Aids.
North Carolina Schedule C-1 - Compensation for Personal Injury, including compensation from private disability policies or annuities, or compensation for death of a person upon whom the debtor was dependent for support.
North Carolina Schedule C-1 - Any Property.
North Carolina Schedule C-1 - Individual Retirement Plans & Retirement Funds.
North Carolina Schedule C-1 - Funds in a College Savings Plan.
North Carolina Schedule C-1 - Retirement Benefits Under the Retirement Plans of Other States and Governmental Units of Other States.
North Carolina Schedule C-1 - Alimony, Support, Separate Maintenance, and Child Support Payments or Funds that have been received or to which the debtor is entitled.
North Carolina Schedule C-1 - Tenancy by the entirety.
North Carolina Schedule C-1 - North Carolina Pension Fund Exemptions.
North Carolina Schedule C-1 - Other Exemptions Claimed Under Laws of the State of North Carolina.
North Carolina Schedule C-1 - Federal Pension Fund Exemptions.
North Carolina Schedule C-1 - Other Exemptions Claimed Under Nonbankruptcy Federal Law.
North Carolina Schedule C-1 - Recent Purchases.
North Carolina Schedule C-1 - The debtor's property is subject to the following claims.
Chapter 11 Statement of Your Current Monthly Income (122B) - Marital and Filing Status
Chapter 11 Statement of Your Current Monthly Income (122B) - Gross Income
Chapter 11 Statement of Your Current Monthly Income (122B) - Alimony & Maintenance
Chapter 11 Statement of Your Current Monthly Income (122B) - Net income from operating a business, profession, or farm
Chapter 11 Statement of Your Current Monthly Income (122B) - Child & Family Support
Chapter 11 Statement of Your Current Monthly Income (122B) - Net income from rental / other real property
Chapter 11 Statement of Your Current Monthly Income (122B) - Interest, dividends, and royalties
Chapter 11 Statement of Your Current Monthly Income (122B) - Unemployment compensation
Chapter 11 Statement of Your Current Monthly Income (122B) - Pension or retirement income
Chapter 11 Statement of Your Current Monthly Income (122B) - Income from all other sources
Schedule I - Employment Information
Schedule I - List monthly gross wages, salary, and commissions
Schedule I - Estimate and list monthly overtime pay
Schedule I - Calculate gross income
Schedule I - List all payroll deductions
Schedule I - Total payroll deductions
Schedule I - Total monthly take-home pay
Schedule I - All other income regularly received
Schedule I - Total of all other income
Schedule I - Total monthly income
Schedule I - All other regular contributions to the expenses that you list in Schedule J
Schedule I - Combined monthly income
Schedule I - Do you expect an increase or decrease within the year after you file this form?
Schedule I (106I) - Full Form Instructions
Ability to Reorder Income
Schedule E/F (106E/F) - Full Form Instructions
Schedule E/F - Do any creditors have priority unsecured claims against you?
Schedule E/F - Priority Unsecured Claims
Schedule E/F - Do any creditors have nonpriority unsecured claims against you?
Schedule E/F - Unsecured Nonpriority Claims
Schedule E/F - List others to be notified about a debt that you already listed
Schedule E/F - Total the amounts of certain types of unsecured claims
Schedule J-2: Expenses for Separate Household of Debtor 2
Schedule J - Other real property expenses
Schedule J - Dependents
Schedule J - Do your expenses include expenses of people other than yourself and your dependents?
Schedule J - Rent or Ownership Expenses
Schedule J - Real Estate Taxes
Schedule J - Home Insurance
Schedule J - Repairs & Upkeep
Schedule J - Condo & HOA Fees
Schedule J - Other Home Expenses
Schedule J - Electricity, Heat, Natural Gas
Schedule J - Water, Sewer, Trash
Schedule J - Phone, Cable, Internet
Schedule J - Other Utilities
Schedule J - Is this a joint case?
Schedule J - Utilities
Schedule J - Food and Housekeeping Supplies
Schedule J - Childcare and Children’s Education Costs
Schedule J - Clothing, laundry, and dry cleaning
Schedule J - Personal care products and services
Schedule J - Medical and dental expenses
Schedule J - Transportation
Schedule J - Entertainment, clubs, recreation, newspapers, magazines, and books
Schedule J - Charitable contributions and religious donations
Schedule J - Insurance
Schedule J - Taxes
Schedule J - Do you expect an increase or decrease in your expenses within the year after you file this form?
Schedule J - Payments of alimony, maintenance, and support
Schedule J - Other payments you make to support others who do not live with you
Schedule J - Other expenses
Schedule J - Installment or lease payments
Schedule J (106J) - Full Form Instructions
Schedule J - Calculate your monthly expenses
Schedule J - Calculate your monthly net income
Schedule A/B (106A/B) - Full Form Instructions
Schedule A/B - Legal Property Interest
Schedule A/B - Legal Vehicle Interest
Schedule A/B - Other Vehicles
Schedule A/B - Household Goods
Schedule A/B - Electronics
Schedule A/B - Collectibles of Value
Schedule A/B - Sport Equipment
Schedule A/B - Firearms
Schedule A/B - Clothes
Schedule A/B - Jewelry
Schedule A/B - Pet(s)
Schedule A/B - Other Personal Items
Schedule A/B - Cash
Schedule A/B - Deposits of Money
Schedule A/B - Bonds, Mutual Funds, or Publicly Traded Stocks
Schedule A/B - Non-publicly Traded Stock & Interests
Schedule A/B - Government Bond
Schedule A/B - Retirement or Pension Accounts
Schedule A/B - Security Deposits and Prepayments
Schedule A/B - Annuities
Schedule A/B - Education IRA
Schedule A/B - Equitable or Future Interests
Schedule A/B - Intellectual Property
Schedule A/B - Licenses & Franchises
Schedule A/B - Tax Refunds
Schedule A/B - Family Support
Schedule A/B - Unpaid Wages
Schedule A/B - Interests in Insurance Policies
Schedule A/B - Life Estate
Schedule A/B - Claims Against Third Parties
Schedule A/B - Other Claims
Schedule A/B - Financial Assets Not Yet Listed
Schedule A/B - Accounts Receivable
Schedule A/B - Office Equipment, Furnishings, Supplies
Schedule A/B - Machinery
Schedule A/B - Inventory
Schedule A/B - Partnership and Joint Ventures
Schedule A/B - Customer Lists
Schedule A/B - Business-Related Property Not Yet Listed
Schedule A/B - Farm Animals
Schedule A/B - Crops
Schedule A/B - Farm Equipment
Schedule A/B - Farm Supplies
Schedule A/B - Farm Property Not Yet Listed
Schedule A/B - Property Not Yet Listed
Line Mapping - Personal Property
Schedule A/B - Lines 5 and 56
Schedule A/B - Lines 15 and 57
Schedule A/B - Lines 36 and 58
Schedule A/B - Business Related Property
Schedule A/B - Lines 45 and 59
Schedule A/B - Do you own or have any legal or equitable interest in any farm- or commercial fishing-related property?
Schedule A/B - Lines 52 and 60
Schedule A/B - Line 63
Schedule A/B - Line 62
Bulk Delete Assets and Claims
Where to find the Means Test forms (122A-1, 122A-2, 122C-1, 122C-2?)
Means Test Review
Means Test Deductions
Means Test Qualifier
Exemption from Presumption - Means Test
Statement of Exemption from Presumption (122A-1Supp) - Are your debts primarily consumer debts?
Statement of Exemption from Presumption (122A-1Supp) - Are you a disabled veteran?
Statement of Exemption from Presumption (122A-1Supp) - Are you or have you been a Reservist or member of the National Guard?
Statement of Exemption from Presumption (122A-1Supp) - Full Form Instructions
Means Test - Number of People In Household
Ability to Lock in Filing Date upon Filing Through App
Include Form 122A/C-2 with no Presumption of Abuse - NJB
Chapter 7 Means Test - Special Circumstances
Chapter 7 Means Test Calculation - Presumption of Abuse
Chapter 7 Means Test Calculation - Spouses Income not Used for Expenses.
Client Profile > Filing Information
Client Profile > Credit Counseling Course
Client Profile > Debtor Profile
Client Profile > Prior/Alternate Names
Client Profile > Debtor Addresses
Client Profile > Joint Debtor Profile
Client Profile > Spouses & Dependents
Real Property > Property Owned
Personal Property > Vehicles Owned
Personal Property > Vehicles Leased
Personal Property > Secured Assets
Voluntary Petition For Individuals (Form 101) - Full Form Instructions
Voluntary Petition - Debtor Name
Voluntary Petition - Other Debtor Name
Voluntary Petition - Last 4 Digits of SSN
Voluntary Petition - Address
Voluntary Petition - Other Names & Business Names
Voluntary Petition - Filing District
Voluntary Petition - Filing Chapter
Voluntary Petition - Fee Payment
Voluntary Petition - Prior Bankruptcy
Voluntary Petition - Pending Bankruptcies by Affiliate
Voluntary Petition - Rent Residence
Voluntary Petition - Sole Proprietor
Voluntary Petition - Small Business Debtor
Voluntary Petition - Hazardous Material
Voluntary Petition - Credit Counseling
Voluntary Petition - Type of Debts
Voluntary Petition -Statistical / Administrative Info
Voluntary Petition - Estimated creditors, liabilities, assets
Chapter 13 Calculator: Plan Payment
Chapter 13 Plan: Adding Treatments to Secured Claims
Chapter 13: Step Payments
Chapter 13 Step Payments: By District
Chapter 13 Calculator
Editing Chapter 13 Plans
Chapter 13 Form Plans
Chapter 13 Plan Editor & Calculator: Videos
Secured liens attached to Real Estate
Bifurcating a Secured Claim
New and improved Chapter 13 Plan Calculator
Chapter 13 Supplemental Post Petition Schedule I & J
Conduit Payments - Chapter 13 Plans