How To ProcessOverviewUpdated: Wednesday, January 31, 2024Overview: The Summary of Assets and Liabilities is filed with the petition or within 14 days of filing the petition to summarize the detailed financial information provided in the debtor’s schedules. Forms/RulesOfficial/Local Form: Official Form B106 Summary (Individual)Official Form B206 Summary (Non-Individual) Rules/Code Sections: 11 U.S.C. § 521(a)(1)FRBP 1007(b)(1), (c)FRBP 1009(a) Filing RequirementsFiling Requirements: Official Form B106 Summary (Individual) or Official Form B206 Summary (Non-Individual) If filing an amended version Certificate of Service Verification/Declaration signed by debtor DocketDocket: Ensure Filing Requirements are met Select Bankruptcy Select Other Enter case number (xx-xxxxx) Click Next Select the party filer Click Next If the party is not listed Use Add/Create New Party Click Next If you see the message: IMPORTANT: The following attorney/party association(s) will be created in this case. De-selecting a party association will result in the filing attorney NOT receiving Notices of Electronic Filing for that party. If this is a joint filing, review the list carefully to ensure that only parties represented by the filing attorney are selected. Remove the check mark from any party not represented by the filing attorney Click Next Select P - Summary of Assets and Liabilities Click Next Browse to select the document to be filed (PDF) Click Next Answer the question: Is the Summary of Assets and Liabilities Being Amended? Answer the question: Which Summary form are you filing? You will see the message: New Statistical Reporting Requirements: You Are Now Required to Input Totals From Schedules A/B,D,E/F,I,J,J-2, Current Monthly Income From Form 122 and Total Nondischargeable Debt. Click Next Enter/update information using free text boxes, if applicable Click Next Refer to existing event(s), if applicable Click Next If referring to an existing event Select the category to which your event relates Click Next Select the appropriate event(s) to which your event relates Click Next Enter and/or update information using free text boxes, if applicable Click Next Verify docket text Docket text must include all documents being filed Click Next ‹ Statement of SSN/ITIN (B121) up Trustees ›
