Identification
Full legal name, former names, Social Security number or EIN, date of birth (individual), and contact information for the debtor and attorney.
A fully completed form reduces errors during petition preparation, speeds creditor notification, and supports accurate trustee review. Clear, consistent data lowers the risk of omissions that can lead to amended filings, delays, or objections.
Use this form when an attorney, debtor, trustee, or a firm administrator needs standardized client information for a bankruptcy filing.
Ensure the person completing the form has access to supporting documents (pay stubs, account statements, titles) to verify entries and reduce the need for amendments.
The debtor (individual or authorized corporate officer) must provide personal or company legal name, taxpayer ID, current address, and sign any declarations of accuracy. If the debtor is an entity, include officer name and title.
The filing attorney or delegated agent completes procedural fields, attaches exhibits, and certifies preparedness to file; the attorney adds contact and bar identification where required by local bankruptcy rules.
Full legal name, former names, Social Security number or EIN, date of birth (individual), and contact information for the debtor and attorney.
Current residential or business address plus previous addresses for the required statutory lookback period to assist in proper venue and service.
Recent pay stubs, year-to-date income, and sources of income to support means test calculations and monthly net income fields.
Brief descriptions and estimated values of real property, vehicles, bank accounts, retirement accounts, and other assets that feed into schedules A/B and C.
Creditor names, full mailing addresses, account numbers, and claim types to populate the official creditor matrix for notice purposes.
Signature block(s), declaration of accuracy, and optional notary or witness fields depending on local court requirements.
| Field | Configuration |
|---|---|
| Name Format | Legal name field — no salutations; last name separate field |
| Date Format | MM/DD/YYYY for all date fields |
| TIN Masking | Mask SSN/EIN in shared PDFs; retain full TIN in secure backend |
| Attachment Links | Attach PDF exhibits (pay stubs, account statements) as labeled file objects |
Confirm the e-signature platform supports legal requirements and the file formats your court accepts.
Prefer platforms that support automated field detection, conditional fields for schedules, and secure storage with AES-256 encryption when retaining sensitive data.
Typically scheduled 20–40 days after filing; exact date set by the trustee
Set by the court’s claims bar date shown in the notice of appearance; often 70–90 days
Use the income lookback period required by 11 U.S.C. §707(b) rules when preparing schedules
File amended schedules promptly after discovery of new assets or creditors to avoid objections
Keep supporting records at least until case closure and required post-closing retention periods
Collect IDs, pay stubs, and account statements for verification.
Populate schedules and creditor matrix from the Bankruptcy Information Form.
Attorney reviews for completeness, exemptions, and means test compliance.
Submit petition and schedules through the court’s e-filing system and preserve the filing receipt.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | Varies |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
A two-attorney firm uses a structured form to collect debtor data before appointments
A trustee’s office requests the form to standardize creditor matrices