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What To Bring To The First Meeting

First Meeting Checklist

Personal Identification

Copy of social security card and valid driver’s license or other state-issued photo identification card.

Certificate and Plan from Certified Credit Counselor approved by the US Trustee

Prior to the first meeting, clients must complete pre-bankruptcy credit counseling and obtain a pre-bankruptcy credit counseling certificate. Sign up here.

Mortgage Statements

Please provide a copy of a recent statement from your mortgage company(ies), if any.

Bank and Brokerage Accounts

Please provide copies of statements for the most recent month’s statement for all accounts in your name.

Income Tax Returns

Please provide copies of the last two years tax returns.

Pay Stubs

Please provide copies of your pay stubs for the last six months. If married and filing without spouse, you must provide non-filing spouse’s pay stubs along with an itemization of non-filing spouse’s personal monthly expenses.

Monthly Expense Budget Form

Please fill out this form and bring to your first meeting.

Proof of Real Property Insurance

Please provide a copy of the declaration page from your homeowner’s policy for all real estate properties owned.

Proof of Automobile Insurance

Please provide copies of declaration page from your automobile insurance policy.

Real Estate Tax Bills

Please provide copies of your most recent real estate tax bill (if unpaid).

Car Payment/Secured Loan Payments

Please provide copies of your most recent statements.

Debt Collection Letters

Please provide copies of any correspondence from your creditors or debt collectors regarding unpaid balances.

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