Get Periodic Report

Filling out the Periodic Report online is a straightforward process that requires attention to detail. This guide will walk you through each section of the form to ensure that you complete it accurately and efficiently.

Follow the steps to complete your Periodic Report.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editing tool.
2. Complete the top section of the Periodic Report, including the debtor name, case number, and chapter. Ensure that all information matches the official bankruptcy filings.
3. List each entity in which the estate holds a substantial or controlling interest in the designated area. Include the name of each entity along with the estate's interest. Make sure to check that all entries are accurate.
4. Prepare the separate reports for each listed entity. For each entity report, include Exhibit A, which requires a valuation estimate. Provide the estimated value, basis for valuation, and the method used, ensuring the valuation is less than two years old.
5. Complete Exhibit B, which comprises financial statements. You will need to provide a balance sheet, a statement of income or loss, statement of cash flows, and a statement of changes in equity for each entity.
6. Fill in Exhibit C with a detailed description of the entity's operations, describing the nature and extent of the estate's interest and the business conducted.
7. Once all sections are completed, ensure that the report is signed by an authorized representative. This includes adding the printed name and title of the individual signing the report.
8. Finally, save your changes. You may download, print, or share the completed Periodic Report as needed.

Start filling out your Periodic Report online today to ensure compliance with bankruptcy requirements.