Chapter 13 Checklist

The following documents are needed prior to filing your Chapter 13 case:

• Copies of all pay statements received during the past six (6) months.  If you are self-employed or otherwise do not receive pay statements, please provide copies of other documentation establishing your income.
• Copy of your Federal Income Tax Return.  (All federal and state tax filings must be current.)
• A Certificate of Credit Counseling for each debtor from an approved credit counseling agency.  The counseling can usually be done on-line or by telephone.  You can find a list of approved agencies at www.utb.uscourts.gov under the "Credit Counseling/Debtor Education" box.
• Completed Creditor Worksheets.
• Completed Financial Worksheet.

You will also be required to submit copies of additional documents after your case has been filed, most usually at the meeting of creditors about a month later.  Be prepared to provide the following:

• Copies of all pay statements received since your case was filed.
• Copies of your bank statements(s) showing the balance in your account(s) as of the date of filing.
• If you own real property, a copy of your most recent mortgage statement(s) and tax notice.
• If you have a retirement account at work, or elsewhere, a copy of your most recent statement.
• Completed Debtor Questionnaire - If the trustee requires this document, a form will be mailed to you to fill out and sign prior to the meeting.
• You must present two (2) forms of identification at the meeting of creditors, at least one (1) of which shows your Social Security Number; your Driver's License and Social Security Card are the best choices, but other forms of I.D. are acceptable if they are original documents and were created by third parties.