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BANKRUPTCY INTAKE FORM

BIOGRAPHIC INFORMATION

Will this be a joint bankruptcy petition? If yes, include information for Husband and Wife; if no, include information only for yourself.

Will this be a joint bankruptcy petition? If yes, include information for Husband and Wife; if no, include information only for yourself.
A
B

Husband's name & residence address

How long at this address?

Telephone number(s)

County of residence

Husband's SSN

Have you used any other name(s) in the last six years? If yes, please list here

Wife's name & residence address

How long at this address?

Telephone number(s)

County of residence

Wife's SSN

Have you used any other name(s) in the last six years (including maiden name)? If yes, please list here

Are you currently

Please provide the names and ages of minor children living with you

Name

Age

Additional children?

How much do you pay in child support? Please list the name(s) of each child, age(s), and amount(s).

Name

Age

$ Amount

Additional children?

Please list previous addresses for the last two years

Address 1.
How Long?
Address 2.
How Long?
Address 3.
How long?

DEBTS

Do you owe any money to the Internal Revenue Service?

Do you owe any money to the Internal Revenue Service?
A
B

Do you owe any money to state tax authorities?

Do you owe any money to state tax authorities?
A
B

Do you have any unpaid student loans?

Do you have any unpaid student loans?
A
B

EMPLOYMENT

Husband's employer

How long at this job?

Occupation?

How often you are paid?

Please provide your income per pay period

Wife's employer

How long at this job?

Occupation?

How often you are paid?

Please provide your income per pay period

Have you received income from any other source than your job last year (for instance, social security, child support, workers' compensation, etc)? If yes, please provide the source and monthly amount here

What amount of income have you made at your job as follows:

Husband: year-to-date

Husband Last Year

Husband Two Years Ago

Wife: year-to-date

Wife Last Year

Wife Two Years Ago

MONTHLY EXPENSES

Rent

Real estate taxes

Electric

Home maintenance

Gas

Life insurance

Water

Health insurance

Phone

Auto insurance

Cable

Homeowner/rent ins

Trash

House payment

Car expenses

Food

Medical

Entertainment

Education

Clothing

Laundry

Child Care

Other

Do you pay anyone spousal support? (alimony)

Do you pay anyone spousal support? (alimony)
A
B

How much is your car payment every month?

Do you anticipate a substantial change in your expenses in the immediate future?

Do you anticipate a substantial change in your expenses in the immediate future?
A
B

Have you been in a partnership with anyone during the last six years, or have you been an officer in a corporation within the last six years? If yes, give name of business and/or corporation, dates of operation, nature of business/corporation, and your approximate yearly income from the business.

Have you given away, sold or transferred any valuable item (over $1,000) in the last year? If yes, please state the nature of the sale or transfer, what was transferred, for how much, and when the transfer occurred.

What amount of income have you received from other sources in the last two years?

Will you be eligible for a tax refund this year?

Will you be eligible for a tax refund this year?
A
B

ASSETS

Please list all banks with which you have an account, and indicate whether checking or savings, and the approximate balance.

Bank
Amount
Untitled multiple choice field
A
B

In your name alone?

Bank
Amount
C
D

In your name alone?

Are you holding valuable property that belongs to another person?

Are you holding valuable property that belongs to another person?
A
B

MISCELLANEOUS

Have you had a prior bankruptcy?

Have you had a prior bankruptcy?
A
B

Is any of your property in the hands of a receiver, trustee, or other liquidating agent?

Is any of your property in the hands of a receiver, trustee, or other liquidating agent?
A
B

Are you suing anyone right now?

Are you suing anyone right now?
A
B

Have you been involved in a workers' compensation or personal injury lawsuit from which you expect to recover money?

Have you been involved in a workers' compensation or personal injury lawsuit from which you expect to recover money?
A
B

Have you had any repossessions in your past history?

Have you had any repossessions in your past history?
A
B

Have you suffered any losses by fire, theft, or gambling during the last year?

Have you suffered any losses by fire, theft, or gambling during the last year?
A
B

Please list the years in which your debt was incurred