Joint Bankruptcy Questionnaire

Joint Bankruptcy Questionnaire

Bankruptcy Questionnaire (Joint)

Online Bankruptcy Questionnaire for Joint Filing

 

Step 1 of 8

12%

Your Bankruptcy Questionnaire

Thank you for getting started! This questionnaire is divided in to 8 steps...

1) Personal Info

2) Assets

3) Debts

4) Wage Income

5) Self Employed Income

6) Other Income

7) Monthly Expenses

8) Misc.

Your attorney will use the information you provide to draft your bankruptcy petition, schedules, and statements. Prior to filing your case, you will review all of the documents with your attorney. If there are any last minute errors that need to be corrected or changes that need to be made, your attorney will do so prior to filing the documents.

At the end of the questionnaire you will be presented with the option to upload the required documents. If you have already provided these documents to your attorney or will email them separately, please disregard and finalize the questionnaire.

If you have any questions or problems with the questionnaire, please fee free to contact us at 954-484-9987 or send an email to info@fleysherlaw.com.

I. Personal Info

Your Name(Required)




Your Spouse's Name(Required)




Enter the address of your primary residence. If you have been at your current residence for less than 3 years, please enter your prior address.Provide the best phone # for us to reach you.



MM slash DD slash YYYY


MM slash DD slash YYYY

 
Have you been a Florida Resident for more than 2 years?(Required)







Are you legally married to each other?(Required)







Household Size(Required)

Let us know the amount of people living in your home with you. This may include your spouse, children, or elderly dependents.







Prior Bankruptcy Filings(Required)

Have you filed a Bankruptcy case in the last 8 years?






Prior Bankruptcy Filings(Required)

Has your Spouse filed a Bankruptcy case in the last 8 years?






If yes, please check all that apply












II. Assets

a.k.a. "Your Stuff"

Real Estate(Required)

Do you Own or Rent the home you live in?






If the home is owned, in whose name is the home titled?








If either of you own any other Real Estate (i.e., investment property, vacant land, vacation home, etc.) please list the address and brief description of each property.Please list the year, make, model, and approximate mileage for any cars, vans, trucks, motorcycles, ATVs, RVs, watercraft, or aircraft registered and/or titled in your name.Please list the year, make, model, and approximate mileage for any cars, vans, trucks, motorcycles, ATVs, RVs, watercraft, or aircraft registered and/or titled in your spouse's name.

Household Goods and Furnishings(Required)

Please check all of the items owned by you and/or your spouse.



































If you or your spouse own any additional household goods or furnishings not listed above, please list the item(s) here and provide their approximate value(s)

Your Electronics(Required)

Please check all of the items owned by you and/or your spouse.





















If you or your spouse own any additional electronics not listed above, please list the item(s) here and provide their approximate value(s)If you or your spouse own any collectibles of value (i.e., authenticated antiques, sports cards, sports memorabilia, rare stamps, rare coins, etc.) list the item(s) here along with the approximate value(s).If you or your spouse own any sporting or hobby Equipment (i.e., exercise equipment, bicycles, pool table, golf clubs, musical instruments, etc.) list the item(s) here along with the approximate value(s).If you or your spouse own any firearms (i.e., pistols, rifles, shotguns, etc.) list the item(s) here along with the approximate value(s).If you or your spouse own any other personal/household items you did not already list, including health aids, please list the item(s) here along with the approximate value(s).Please provide the account # and the name of the bank for each checking and/or savings account in your name (and in your spouse's name if owned separately). If the account is owned jointly with someone other than your spouse, let us know that as well.Please provide the account # and the name of the institution for each non-retirement investment account in your name (and in your spouse's name if owned separately). These may include stock, stock accounts, mutual funds, bonds, etc. If the account is owned jointly with someone else, let us know that as well. Do not add your IRA or 401(k) accounts here.If you or your spouse are currently holding any checks, money orders, certified funds, etc. made payable to you please list the item(s) here along with the amount(s). This is common where a property insurance company has drafted a check payable to you, your contractor, and the mortgage bank.

Your Retirement Accounts(Required)

Please check any of the retirement accounts that you own. While retirement accounts are protected in your bankruptcy, they must be in one of these particular investment vehicles to enjoy the exemption/protected status. In other words, if you are using an ordinary savings account as your retirement fund, it will probably not be protected.



















Your Spouse's Retirement Accounts(Required)

Please check any of the retirement accounts that your spouse owns. While retirement accounts are protected in your bankruptcy, they must be in one of these particular investment vehicles to enjoy the exemption/protected status. In other words, if you are using an ordinary savings account as your retirement fund, it will probably not be protected.



















Pending IRS Tax Refund(Required)

How much of a refund do you expect to receive from the IRS after filing your next tax return? If you file your taxes as "married filing separately" please combine the anticipated refunds and check the appropriate box below.









If you or your spouse have any lawsuits or claims pending against someone else and you expect to receive money or other compensation as a result of the lawsuit(s) or claim(s) please briefly describe each lawsuit or claim in this space.
Common examples of such a lawsuit or claim would be a car accident where you were injured and not at fault; a property damage insurance claim for which you have not yet been paid; etc.

Less Common Assets

The following is a list of less commonly owned assets. Please review the list and check any/all that apply.























In the unlikely event you or your spouse own or have an interest in any other asset not disclosed above, please describe the item(s) here along with the approximate value(s).

III. Your Debts

Your attorney will obtain a tri-merge credit report which will provide a list of your consumer debts. The credit report will provide the names, addresses, account numbers, and balances of each consumer account reported in your name. The credit report typically shows all mortgages, car loans, credit cards, department store cards, and most debts being serviced by a collection company.

However, some debts are typically not reported to the credit bureaus (i.e., doctor bills, old utility bills, personal loans from private individuals, etc.). Prior to filing your case, your attorney will review the final list of creditors with you to make sure they are all properly listed and included.Please provide a list of your and your spouse's non-consumer debts (i.e., doctor bills, hospital bills, old utility bills, personal loans from private individuals, etc.). Be sure to include the name of the creditor, the creditor's address, and the approximate amount owed.

Child Support or Alimony(Required)

Are you or your spouse required by court order to pay Child Support, Spousal Support, or Alimony?






If you or your spouse owe any taxing authority (i.e., IRS, State, County, or City) back taxes, please describe each debt below. Be sure to include the type of debt, the approximate amount, and the year the debt was incurred.

Some taxes may be dischargeable and your attorney will review the information and advise how your tax debt will be handled in your bankruptcy.

IV. Wage & Employment

Please skip to the next page if any of the following apply to you...








The approximate month and year you began working for the above employer. The approximate month and year you began working for the above employer.

V. Self-Employed Income

Please skip to the next page unless one or more of the following apply...






Please provide a brief description of the business or contracting work. Please let us know whether the business is yours or your spouse's. Include the name of the business ,the business address, the products or services provided, etc.Please provide the net income and not the gross revenue.

Business Assets & Inventory

What is the total approximate value of the business assets and inventory? This includes the equity in vehicles owned by the business; the balances in any bank accounts owned by the business; etc.









Business Debts & Liabilities

What is the total approximate amount of debt owed by the business to vendors. This includes the total balance on any SBA loans; an office or warehouse lease; factoring loans, etc.









VI. Other Income


VII. Monthly Expenses

How much do you pay per month for your Rent or Mortgage Payments. If you pay a mortgage, provide the Principal + Interest + Tax + Insurance (PITI) payment. If you have a 2nd mortgage (a.k.a. Home Equity Line of Credit) do not include that payment on this line.If you have a 2nd Mortgage (a.k.a. Home Equity Loan, Home Equity Line of Credit, HELOC) please enter the regular scheduled monthly payment amount here.Include gas, maintenance, bus or train fare. Do not include car payments.Entertainment, movies, clubs, recreation, newspapers, magazines, and books.Monthly lease or finance payment(s)Tax payment plans, financed vehicle or boat loans, mortgage payments for non-homestead property, etc.

VIII. Almost finished...

Just a few more miscellaneous questions to answer...

Within 1 year before you filed for bankruptcy, did you or your spouse make a payment on a debt you owed anyone who was an insider?(Required)

Insiders include your relatives; any general partners; relatives of any general partners; partnerships of which you are a general partner; corporations
of which you are an officer, director, person in control, or owner of 20% or more of their voting securities; and any managing agent, including one for
a business you operate as a sole proprietor.






Recent Settlements(Required)

Have you or your spouse settled any lawsuits or claims in the last year?






Recent Repossessions, Foreclosures, Garnishments, etc.(Required)

Within the last year, was any of your or your spouse's property repossessed, foreclosed, garnished, attached, seized, or levied?






Gifts(Required)

Within the last 2 years, did you or your spouse give any gifts with a total value of more than $600 per person or charity?






Losses(Required)

Within the last year, did you or your spouse lose anything because of theft, fire, other disaster, or gambling?






Transfers of Property(Required)

Within the last 2 years, did you or your spouse sell, trade, or otherwise transfer any property to anyone, other than property transferred in the ordinary course of your business or financial affairs? Examples include selling or transferring Real Estate, Automobiles, Personal Valuables, etc.






Mortgage Payoff or Refinance(Required)

Have you paid off or refinanced a mortgage loan in the last 2 years?



Include the date(s) and whether you received any cash back at closing.

Recent Divorce(Required)

Have you finalized or filed for a divorce in the last 2 years?






Transferred or Closed Accounts(Required)

Within the last year, were any financial accounts or instruments held in your names, or for your benefit, closed,
sold, moved, or transferred? Examples may include checking, savings, money market, or other financial accounts; certificates of deposit; shares in banks, credit unions, brokerage houses, pension funds, cooperatives, associations, and other financial institutions.






Include the date the account was closed/transferred, the balance in the account when it was closed/transferred, and the name of the bank/financial institution.

Safe Deposit Boxes(Required)

Do you or your spouse now have, or did you have within the last year, any safe deposit box or other depository for securities, cash, or other valuables?






Storage Units(Required)

Have you or your spouse stored property in a storage unit or place other than your home within the last year?






Business/Corporate Interests

Within the last 4 years, did you or your spouse own a business or have any of the following connections to any business?











Congrats! You've reached the end of the questionnaire.

If you have not already submitted the required documents to your attorney, you may do so by uploading them below. You may also email the required documents to info@fleysherlaw.comPlease provide your 2 most recent personal income tax returns. If you field a business tax return (1120 or 1120S) please provide those as well.
Drop files here or

Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.

    Please provide the 6 most recent monthly bank statements for any accounts with your name on them.
    Drop files here or

    Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.

      Please provide all pay stubs received by you and your spouse in the last 6 months.
      Drop files here or

      Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.

        If you or your spouse own any automobiles that are paid off, please upload the title here. If you can't find the title, or if you have any automobiles registered to you that are leased or financed, please upload the registration(s) here.
        Drop files here or

        Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.

          If you or your spouse have any automobiles titled or registered in your names, please upload proof of insurance here. Our clients typically provide a copy of the wallet card they keep in their car near the registration.
          Drop files here or

          Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.

            If you have any additional documents you would like to provide to your attorney (i.e., additional creditors, bills, statements, etc.) please upload them here.
            Drop files here or

            Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.












              Return to Our Website

              www.fleysherlaw.com

              Search

              Request a Free Consultation

              *Required Fields

              This field is for validation purposes and should be left unchanged.
              Search
              Request A
              Free Consultation

              Name

              *Required Fields

              This field is for validation purposes and should be left unchanged.
              All
              Cape Coral
              Deerfield Beach
              Jacksonville
              Lake Worth
              Orlando
              Palm Beach Gardens
              Port St. Lucie
              Stuart
              Tampa
              chevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram