Your Path to Financial Freedom: A Friendly Guide to Filing for Bankruptcy

Filing for Chapter 7 or Chapter 13 bankruptcy can feel overwhelming, but you’re not alone. At Robert J. Adams & Associates, we’re here to help guide you through this challenging time and get you back on track to financial stability. Below is a helpful guide to what you’ll need when preparing for bankruptcy, designed to make the process as smooth and stress-free as possible.

  1. Recent Pay Stubs: Collect pay stubs for the last 60 days. The technical term is “pay advises.”
  2. Identification: Driver’s license or State ID and your Social Security card.
  3. List of Debts: Your lawyer can pull your free credit report, or you can obtain a consolidated report from all three credit bureaus.  
  4. List of Property: Include all real estate, vehicles, and personal property.
  5. Court Documents: Gather any documents related to foreclosures, judgments, liens, garnishments, etc.
  6. Outstanding Tickets and Tolls: Include any parking tickets or money owed to the Illinois Tollway Authority.
  7. Tax Returns: Provide tax returns for the last two years for Chapter 7, or the last four years for Chapter 13.
  8. Credit Counseling Certificate: Before filing, you must complete a credit counseling course, which can be done online or by phone.

Detailed Information

Pay Stubs and Income verification

  • I haven’t worked for the past 60 days or only worked part-time. We can draft a declaration for the missing dates.
  • iI you receive Social Security, a Pension, or Unemployment, provide proof. 
  • If you’re married and living together but filing alone, include evidence of your spouse’s income.
  • For self-employed individuals, provide details of your income and business expenses.
  • Your income is erratic (seasonality, overtime for a short period, bonuses, etc.). More detail may be needed.

Social Security Card

  • If you don’t have a Social Security card, an ITIN or EIN card can be used instead.

Debts

  • Some debts, such as tax debts, pending lawsuits, child support, parking tickets, and recent medical bills, might not appear on your credit report.

Property

  • List all real estate, vehicles, and personal property, including electronics and appliances.
  • Include any personal injury or workers’ compensation cases.

Court Documents and Collection Letters

  • Provide all relevant documents to your lawyer.

Income Tax Returns

  • I am not required to file income tax returns for one or more years. Then, a Declaration can be substituted.  I only receive Social Security or a small amount of Unemployment.
  • I did not work for one or more years.
  • I don’t have copies of my IRS returns: follow this link to order them in seconds: https://sa.www4.irs.gov/irfof-tra/login
  • I did not file because I didn’t get around to it or owed money. Not good enough. Even if you get a lawyer to file your case, the court will soon dismiss it. You will have wasted your money and time. File your taxes even if you owe money.

Credit Counseling

  • Complete a credit counseling course and obtain a certificate before filing. This certificate is valid for 180 days.
  • The course is over the internet or by telephone.

While this guide covers most situations, it’s always best to consult an experienced bankruptcy lawyer to address your needs. At Robert J Adams & Associates (also known as The Bill Slayer), we go over every detail and help you through the entire process from A to Z. These steps help the process proceed smoothly so you can have a brighter financial future. 

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