Forms & Schedules
Guidance for completing bankruptcy forms and schedules in NextChapter, including district-specific notes.
By Katie and 4 others5 authors635 articles
- Local Form C-1
- Summary of Your Assets and Liabilities (106Sum) - Full Form Instructions
- Application to Pay Fees in Installments
- Attestation Form
- Attorney's Disclosure of Compensation
- Chapter 13 Supplemental Post Petition Schedule I & J
- Creditor Matrix & Amended Creditor Matrix
- Debtor.txt
- Import and Export Claims
- Local Forms
- Proof of Claim (Form 410)
- 206A/B, Lines 10 and 11 - Accounts Receivable
- Subchapter V - Business Cases
- Voluntary Petition For Non-Individuals (Form 201) - Full Form Instructions
- Voluntary Petition, Line 15 - Estimated Assets
- Subchapter V - Personal Cases
- Voluntary Petition, Line 13 - 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, Line 1 - Secured Claims
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 1 - Debtor’s name
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 2 - Names debtor used in the last 8 years
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 3 - Debtor’s federal EIN
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 4 - Debtor’s address
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201) - Debtor’s website
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 6 - Type of debtor
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 7 - Describe debtor’s business
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 8 - Chapter of bankruptcy
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 9 - Prior bankruptcy cases within the last 8 years
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 10 - Pending bankruptcy cases
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 11 - Why is the case filed in this district?
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 12 - Property that needs immediate attention
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Line 13 - Debtor’s estimation of available funds
- Voluntary Petition for Non-Individuals Filing for Bankruptcy (201), Lines 14, 15, and 16 - Estimated number of creditors, liabilities, and assets
- Import and Export Assets
- Import and Export Lawsuits
- Chapter 11 Pricing Model
- How to Purchase a Business Chapter 11 Package
- Chapter 11 Final Report
- Liquidation Analysis
- Monthly Operating Report (Form 425C)
- Schedule 206G: Executory Contracts and Unexpired Leases2 articles
- Official Form 2041 article
- Schedule 206E/F2 articles
- 207 : Statement of Financial Affairs for Non-Individuals Filing for Bankruptcy12 articles
- Schedule 206H: Do you have any codebtors?1 article
- Schedule 206A/B: Assets — Real and Personal Property65 articles
- North Carolina Schedule C-1 - Real Property
- North Carolina Schedule C-1, Line 2 - Vehicles Owned
- North Carolina Schedule C-1, Line 3 - Personal and Household
- North Carolina Schedule C-1, Line 4 - Tools of the Trade.
- North Carolina Schedule C-1 - Life Insurance.
- North Carolina Schedule C-1, Line 6 - 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, Line 8 - Any Property
- North Carolina Schedule C-1, Line 9 - Individual Retirement Plans & Retirement Funds.
- North Carolina Schedule C-1 - Funds in a College Savings Plan.
- North Carolina Schedule C-1, Line 11 - Retirement Benefits Under the Retirement Plans of Other States and Governmental Units of Other States.
- North Carolina Schedule C-1, Line 12 - 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, Line 13 - Tenancy by the entirety
- North Carolina Schedule C-1, Line 14 - North Carolina Pension Fund Exemptions.
- North Carolina Schedule C-1, Line 15 - Other Exemptions Claimed Under Laws of the State of North Carolina
- North Carolina Schedule C-1, Line 16 - Federal Pension Fund Exemptions
- North Carolina Schedule C-1, Line 17 - Other Exemptions Claimed Under Nonbankruptcy Federal Law.
- North Carolina Schedule C-1, Line 18 - Recent Purchases
- North Carolina Schedule C-1, Line 19 - The debtor's property is subject to the following claims
- Chapter 11 Statement of Your Current Monthly Income (122B), Line 1 - Marital and Filing Status
- Chapter 11 Statement of Your Current Monthly Income (122B), Line 2 - Gross Income
- Chapter 11 Statement of Your Current Monthly Income (122B), Line 3 - 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), Line 4 - Child & Family Support
- Chapter 11 Statement of Your Current Monthly Income (122B), Line 6 - Net income from rental / other real property
- Chapter 11 Statement of Your Current Monthly Income (122B), Line 7 - Interest, dividends, and royalties
- Chapter 11 Statement of Your Current Monthly Income (122B), Line 8 - Unemployment compensation
- Chapter 11 Statement of Your Current Monthly Income (122B) - Pension or retirement income
- Chapter 11 Statement of Your Current Monthly Income (122B), Line 10 - Income from all other sources
- Schedule I, Line 1 - Employment Information
- Schedule I, Line 2 - 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, Line 6 - Total Payroll Deductions
- Schedule I - Total monthly take-home pay
- Schedule I - All other income regularly received
- Schedule I, Line 9 - Total of all other income
- Schedule I - Total monthly income
- Schedule I, Line 11 - 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, Line 1 - Do any creditors have priority unsecured claims against you?
- Schedule E/F, Line 2 - Priority Unsecured Claims
- Schedule E/F, Line 3 - Do any creditors have nonpriority unsecured claims against you?
- Schedule E/F, Line 4 - Unsecured Nonpriority Claims
- Schedule E/F, Line 5 - 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, Line 2 - Dependents
- Schedule J, Line 3 - Do your expenses include expenses of people other than yourself and your dependents?
- Schedule J, Line 4 - Rent or Ownership Expenses
- Schedule J, Line 4a - Real Estate Taxes
- Schedule J, Line 4b - Home Insurance
- Schedule J, Line 4c - Repairs & Upkeep
- Schedule J, Line 4d - Condo & HOA Fees
- Schedule J, Line 5 - Other Home Expenses
- Schedule J, Line 6a - Electricity, Heat, Natural Gas
- Schedule J, Line 6b - Water, Sewer, Trash
- Schedule J, Line 6c - Phone, Cable, Internet
- Schedule J, Line 6d - Other Utilities
- Schedule J, Line 1 - Is this a joint case?
- Schedule J - Utilities
- Schedule J - Food and Housekeeping Supplies
- Schedule J, Line 8 - Childcare and Children’s Education Costs
- Schedule J - Clothing, laundry, and dry cleaning
- Schedule J - Personal care products and services
- Schedule J, Line 11 - Medical and dental expenses
- Schedule J, Line 12 - Transportation
- Schedule J, Line 13 - Entertainment, clubs, recreation, newspapers, magazines, and books
- Schedule J, Line 14 - Charitable contributions and religious donations
- Schedule J - Insurance
- Schedule J, Line 16 - Taxes
- Schedule J - Do you expect an increase or decrease in your expenses within the year after you file this form?
- Schedule J, Line 18 - Payments of Alimony, Maintenance, and Support
- Schedule J, Line 19 - Other payments you make to support others who do not live with you
- Schedule J, Line 21 - 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 J - Car Payments
- Schedule J, Line 3 - Do your expenses include expenses of people other than yourself and your dependents?
- Schedule A/B (106A/B) - Full Form Instructions
- Schedule A/B, Line 1 - Legal Property Interest
- Schedule A/B, Line 3 - Legal Vehicle Interest
- Schedule A/B, Line 4 - Other Vehicles
- Schedule A/B, Line 6 - Household Goods
- Schedule A/B, Line 7 - Electronics
- Schedule A/B, Line 8 - Collectibles of Value
- Schedule A/B, Line 9 - Sport Equipment
- Schedule A/B, Line 10 - Firearms
- Schedule A/B, Line 11 - Clothes
- Schedule A/B, Line 12 - Jewelry
- Schedule A/B, Line 13 - Pet(s)
- Schedule A/B, Line 14 - Other Personal Items
- Schedule A/B, Line 16 - Cash
- Schedule A/B, Line 17 - Deposits of Money
- Schedule A/B, Line 18 - Bonds, Mutual Funds, or Publicly Traded Stocks
- Schedule A/B, Line 19 - Non-publicly Traded Stock & Interests
- Schedule A/B, Line 20 - Government Bond
- Schedule A/B, Line 21 - Retirement or Pension Accounts
- Schedule A/B, Line 22 - Security Deposits and Prepayments
- Schedule A/B, Line 23 - Annuities
- Schedule A/B, Line 24 - Education IRA
- Schedule A/B, Line 25 - Equitable or Future Interests
- Schedule A/B, Line 26 - Intellectual Property
- Schedule A/B, Line 27 - Licenses & Franchises
- Schedule A/B, Line 28 - Tax Refunds
- Schedule A/B, Line 29 - Family Support
- Schedule A/B, Line 30 - Unpaid Wages
- Schedule A/B, Line 31 - Interests in Insurance Policies
- Schedule A/B, Line 32 - Life Estate
- Schedule A/B, Line 33 - Claims Against Third Parties
- Schedule A/B, Line 34 - Other Claims
- Schedule A/B, Line 35 - Financial Assets Not Yet Listed
- Schedule A/B, Line 38 - Accounts Receivable
- Schedule A/B, Line 39 - Office Equipment, Furnishings, Supplies
- Schedule A/B, Line 40 - Machinery
- Schedule A/B, Line 41 - Inventory
- Schedule A/B, Line 42 - Partnership and Joint Ventures
- Schedule A/B, Line 43 - Customer Lists
- Schedule A/B, Line 44 - Business-Related Property Not Yet Listed
- Schedule A/B, Line 47 - Farm Animals
- Schedule A/B, Line 48 - Crops
- Schedule A/B, Line 49 - Farm Equipment
- Schedule A/B, Line 50 - Farm Supplies
- Schedule A/B, Line 51 - Farm Property Not Yet Listed
- Schedule A/B, Line 53 - Property Not Yet Listed
- Line Mapping - Personal Property
- Schedule A/B, Lines 5 and 56 - Total Vehicles
- Schedule A/B, Lines 15 and 57 - Total Personal and Household Items
- Schedule A/B, Lines 36 and 58 - Total Financial Assets
- Schedule A/B, Line 37 - Business Related Property
- Schedule A/B, Lines 45 and 59 - Total Business-Related Property
- Schedule A/B, Line 46 - 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 - Total Farm and Fishing-Related Property
- Schedule A/B, Line 63 - Total of All Property
- Schedule A/B, Line 62 - Total of Personal Property
- 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), Line 1 - Are your debts primarily consumer debts?
- Statement of Exemption from Presumption (122A-1Supp), Line 2 - Are you a disabled veteran?
- Statement of Exemption from Presumption (122A-1Supp), Line 3 - 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, Line 43 - Special Circumstances
- Chapter 7 Means Test Calculation - Presumption of Abuse
- Chapter 7 Means Test Calculation, Line 2 - Spouses Income not Used for Expenses.
- Amortizing Balances
- Interest Rate Calculators
- Voluntary Petition For Individuals (Form 101) - Full Form Instructions
- Voluntary Petition, Line 1 - Debtor Name
- Voluntary Petition, Line 2 - Other Debtor Name
- Voluntary Petition, Line 3 - SSN
- Voluntary Petition, Line 5 - Address
- Voluntary Petition - Other Names & Business Names
- Voluntary Petition - Filing District
- Voluntary Petition, Line 7 - Filing Chapter
- Voluntary Petition, Line 8 - Fee Payment
- Voluntary Petition, Line 9 - Prior Bankruptcy
- Voluntary Petition, Line 10 - Pending Bankruptcies by Affiliate
- Voluntary Petition, Line 11 - Rent Residence
- Voluntary Petition, Line 12 - Sole Proprietor
- Voluntary Petition - Small Business Debtor
- Voluntary Petition, Line 14 - Hazardous Material
- Voluntary Petition, Line 15 - Credit Counseling
- Voluntary Petition, Line 16 - Type of Debts
- Voluntary Petition, Line 17 -Statistical/Administrative Info
- Voluntary Petition, Lines 18, 19, and 20 - 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 Plan Editor & Calculator: Videos
- Secured liens attached to Real Estate
- Bifurcating a Secured Claim
- New and improved Chapter 13 Plan Calculator
- Debt Limit Alerts