Chapter 13 Required Documents

A list of required documents for a Chapter 13 bankruptcy appears below.

  • Petition.
  • Statement of Compliance With Credit Counseling Requirement—Exhibit D
  • Certificate of Financial Counseling Briefing and related documents.
  • Statement of Military Service.
  • Statement of Social Security Number. Do NOT file electronically.
  • Notice to Individual Debtor with Primarily Consumer Debts.
  • Statement Describing Compensation Paid to Bankruptcy Petition Preparer [if applicable].
  • Declaration and Signature of Non-Attorney Bankruptcy Petition Preparer [if applicable]. File with the petition.
  • Notice to Debtor by Bankruptcy Petition Preparer [if applicable].
  • Statement of Current Monthly Income and Disposable Income Calculation.
  • Summary of Schedules.
  • Schedule A—Real Property.
  • Schedule B—Personal Property.
  • Schedule C—Property Claimed as Exempt.
  • Schedule D—Creditors Holding Secured Claims.
  • Schedule E—Creditors Holding Unsecured Priority Claims.
  • Schedule F—Creditors Holding Unsecured Nonpriority Claims.
  • Schedule G—Executory Contracts and Unexpired Leases.
  • Schedule H—Codebtors.
  • Schedule I—Current Income of Individual Debtors.
  • Schedule J—Current Expenditures of Individual Debtors.
  • Declaration Concerning Debtor’s Schedules.
  • Statement of Financial Affairs.
  • Master Mailing List (Matrix).
  • Disclosure of Attorney’s Compensation Statement [file within 14 days of filing the petition].
  • Pay stubs of wages received 60 days prior to filing [file within 14 days of filing petition].
  • Plan [file with the Petition or within 14 days thereafter].
  • Certificate of Completion of Financial Management Course [file before the last payment under the plan or Motion for Discharge].
  • Statement of anticipated changes in income and expenses over 12-month period [file with Statement of Financial Affairs].
  • Annual Statement.
  • Statement Concerning Pending Proceedings regarding homestead exemption as described in §522(q)(1). [If debtor has claimed exemptions under state or local law as described in §522(b)(3) in excess of $146,450.] (File no later than the date of last payment under the plan or motion for discharge.)
  • Tax returns for the 4-year period prior to filing the petition [file before the first meeting of creditors].

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