Get Client Intake Form - Virtual Bankruptcy Assistant

Completing the Client Intake Form is a crucial step in initiating the bankruptcy process. This guide will provide you with step-by-step instructions on how to accurately fill out each section of the form, ensuring that your submission is complete and minimizes delays.

Follow the steps to successfully complete your Client Intake Form.

1. Click the ‘Get Form’ button to access the Client Intake Form and open it in your online editor.
2. Begin by entering your personal information in the designated fields. This includes your full name, social security number, date of birth, and contact details. Ensure every detail is accurate to avoid issues later in your filing.
3. Provide your asset information, disclosing everything from large assets like homes to small items like appliances. Be thorough to ensure your attorney can assist in valuing these assets appropriately.
4. Complete the section on your liabilities, listing all creditors with complete addresses. This is vital for proper notification during the bankruptcy process.
5. Fill in the Means Test Page by listing your income for the last six months. Be honest and precise, as this determines your eligibility for Chapter 7 or Chapter 13 bankruptcy.
6. Document additional income or business information if applicable. Include any income received from other sources to provide a comprehensive overview of your financial situation.
7. Carefully review each section for completeness. Leave no questions unanswered and ensure you fill in every applicable section with either the requested information or 'N/A' where it does not apply.
8. Submit your completed form. You may now have options to save changes, download the form, print it for your records, or share it with your attorney.

Start filling out your Client Intake Form online now to ensure a smooth bankruptcy filing process.