How To ProcessOverviewUpdated: Wednesday, January 31, 2024Overview: The Chapter 7 Statement of Monthly Income/Means Test forms are filed with the petition or within 14 days of filing the petition. The Chapter 7 Statement of Your Current Monthly Income is filed to report the debtor’s current monthly income and determine whether their income is at or below the median income for households of the same size in their state. The Chapter 7 Means Test Calculation is required to be filed if debtor’s income is above the median as calculated in the Chapter 7 Statement of Your Current Monthly Income form. Forms/RulesOfficial/Local Form: Official Form B 122A-1B 122A-1SuppOfficial Form 122A-2 Rules/Code Sections: 11 U.S.C. § 521(a)(1)FRBP 1007(b)(1), (c)FRBP 1009(a) Filing RequirementsFiling Requirements: Official Form B 122A-1 and if necessary, B 122A-1Supp Official Form B 122A-2 If filing an amended version Certificate of Service Amended Summary of Assets and Liabilities 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-Chapter 7 Statement of Monthly Income/Means Test Document(s) - (Forms 122A-1, 122A-1Supp, 122A-2) If amended, also 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 Chapter 7 Statement of Monthly Income or Means Test Amended? Click Next Answer the question: Which Chapter 7 Statement of Income/Means Test Forms are you filing? Click Next If you selected... Then... Chapter 7 Statement of Monthly Income - 122A-1/Exemption Presumption of Abuse – 122A-1Supp only Answer the question: Do you Believe That you are Exempted From a Presumption of Abuse Because you Have Primarily Business Debt or Qualifying Military Service? Click Next If No Select no or unknown for Presumption of Abuse Enter Total Current Monthly Income From Line 11 of Form 122A-1 Click Next Enter/update all applicable information in the free text boxes Click Next If Yes You will see the message: You Must Complete Both Form 122A-1 and Form 122A-1Supp Click Next Select the Reason for the Means Test Exemption Click Next If you selected Primarily Non-Consumer Debt Select no or unknown for Presumption of Abuse Click Next Enter/update all applicable information in the free text boxes Click Next If you selected Military/Homeland Security Service If applicable, answer the question: Which Debtor Served in the Reserves or in Homeland Defense Activities? Click Next Answer the question: Is the Debtor Claiming the Temporary Exclusion Serving on Active Duty and/or Performing a Homeland Defense Activity? Click Next If Yes Enter/update all applicable information in the free text boxes Click Next If No Enter the Date Released from Active Duty Click Next Leave the date for the temporary exclusion for the debtor ends on Click Next Enter/update all applicable information in the free text boxes Click Next Chapter 7 Statement of Monthly Income - 122A-1/Exemption Presumption of Abuse – 122A-1Supp and Chapter 7 Means Test Calculation – Form 122A-2 Answer the question: Do you Believe That you are Exempted From a Presumption of Abuse Because you Have Primarily Business Debt OR Qualifying Military Service? Click Next If No Select no or unknown for Presumption of Abuse Enter Total Current Monthly Income From Line 11 of Form 122A-1 Click Next Enter/update all applicable information in the free text boxes Click Next Select no or yes for Presumption of Abuse You will see the message: YOU MUST UPDATE FORM B122A AMOUNTS ON THE NEXT SCREEN IF IT HAS CHANGED Click Next Enter/update all applicable information in the free text boxes Click Next If Yes You will see the message: You Must Complete Both Form 122A-1 AND Form 122A-1Supp Click Next Select the Reason for the Means Test Exemption Click Next If you selected Primarily Non-Consumer Debt Select no or yes for Presumption of Abuse Click Next Enter/update all applicable information in the free text boxes Click Next You will see the message: YOU MUST UPDATE FORM B122A AMOUNTS ON THE NEXT SCREEN IF IT HAS CHANGED Click Next Enter/update all applicable information in the free text boxes Click Next If you selected Military/Homeland Security Service If applicable, answer the question: Which Debtor Served in the Reserves or in Homeland Defense Activities? Click Next Answer the question: Is the Debtor Claiming the Temporary Exclusion Serving on Active Duty and/or Performing a Homeland Defense Activity? Click Next If Yes Enter or verify information using the free text boxes Click Next Select no or yes for Presumption Arises You will see the message: YOU MUST UPDATE FORM B122A AMOUNTS ON THE NEXT SCREEN IF IT HAS CHANGED Click Next Enter/update all applicable information in the free text boxes Click Next If No Enter the Date Released from Active Duty Click Next Leave the date for the temporary exclusion for the debtor ends on Click Next Enter all applicable information in the free text boxes Click Next Select no or yes for Presumption Arises You will see the message: YOU MUST UPDATE FORM B122A AMOUNTS ON THE NEXT SCREEN IF IT HAS CHANGED Enter/update all applicable information in the free text boxes Click Next Chapter 7 Means Test Calculation – Form 122A-2 only Select no or yes for Presumption Arises You will see the message: YOU MUST UPDATE FORM B122A AMOUNTS ON THE NEXT SCREEN IF IT HAS CHANGED Enter all applicable information in the free text boxes Click Next If Amending Answer the question: Is the Summary of Assets and Liabilities Being Amended? Click Next Answer the question: Which Summary form are you filing? Click Next 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 and/or verify information using the free text boxes 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 Modify the docket text by using the free text box to enter additional information, if necessary Click Next Verify docket text Click Next ‹ Chapter 13 Monthly Income Statement/Calculation of Disposable Income up Declaration and Signature Petition Preparer Notice ›
