Filing Means Test Exemptions Courts Forms
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Gathering Records Before You File

What Forms and Paperwork Do I Need To Gather Before I File Bankruptcy?

For some people, the biggest challenge in filing bankruptcy is gathering all the financial paperwork and forms that the bankruptcy court requires, that document your income, expenses, and debts.
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Updated: 2021-09-07
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For many people, the hardest part about filing bankruptcy is gathering the necessary paperwork that the Court requires when you file your petition (well technically  __ days after you file, but you'd better be ready before you start the process. 

This article will help you 

Gathering Financial Records

Bank Statements 

Tax Records

Wage or other Income Information

Retirement Assets

Sidebar: What's Included in your "Bankruptcy Estate"




Using Your Smartphone to Create PDFs That the Court Can Use

Use Your Smartphone Camera to make PDFs

Apps for iPhone

Apps for Android


Common Mistakes When Making Scans

Scan EVERY PAGE of all statements, Front and Back!

  • Scan EVERY page of your bank statements , not just the pages that show the balance. The court wants EVERY PAGE, front and back.
    • You may be able to download PDF versions of your bank statements.
    • You may be tempted not to include pages that include just boilerplate fine print, but the court doesn't know what's on pages you omit. They want to see EVERY PAGE.


Automatically apply your county expense standards and state income standards to your means test calculation.

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