Statement of Current Monthly Income (aka Means Test)
Click here to see this page in full context

 

Statement of Current Monthly Income ...
Last Updated: December 1, 2015

11 U.S.C. 342(d), 521(a)(1)
Fed. R. Bank. P. 1007, 5008

Event: Bankruptcy > Miscellaneous > Form 122 ... Statement of Monthly Income

Required if:

  • Chapter 7 debtor is an individual

  • Chapter 11 debtor is an individual

  • Chapter 13 debtor

Note: Chapter 7 individuals with primarily business debts or qualifying military service should also complete Form 122A1-Supp, Statement of Exemption from Presumption of Abuse.

The Statement of Current Monthly Income must be filed with the Petition or within 14 days of filing.

To File Electronically:

  1. Log into CM/ECF.

  2. Select [Bankruptcy > Miscellaneous].

  3. Enter case number (e.g., xx-xxxxx).

  4. Select [Form 122 ... Statement of Monthly Income] from the event list.

    Note: If an additional Form 122 is required, you may create one pdf and select Ctrl and click to select multiple events. Form 122 events include:

    Form 122A-1 Chapter 7 Statement of Monthly Income
    Form 122A-1Supp Statement of Exemption from Presumption of Abuse
    Form 122A-2 Chapter 7 Means Test Calculation
    Form 122B Chapter 11 Statement of Monthly Income
    Form 122C-1 Chapter 13 Statement of Monthly Income
    Form 122C-2 Chapter 13 Calculation of Disposable Income

    If amending Form 122A-1 or 122C-1, use:

    Amended Form 122A-1 Chapter 7 Statement of Monthly Income
    Amended Form 122C-1 Chapter 13 Statement of Monthly Income

  5. Select the party filer.

  6. Browse to attach the Statement of Monthly Income (pdf file).

  7. Answer question re: Presumption of abuse.

    If box 2 is checked (The calculation to determine if a presumption of abuse applies will be made under Chapter 7 Means Test Calculation...), then Form 122A–2 must be filed.

    If box 3 is checked (The Means Test does not apply now because of qualified military service but it could apply later), then form 122-1Supp must be filed.

  8. Modify text as appropriate.

  9. Verify the final docket text; if correct, click [Next] to submit your document(s).

    Note:  The Notice of Electronic Filing displays giving you the document number.  Copies of this notice are immediately e-mailed to all participants who receive electronic notification in the case.