UNIFORM EDNC BANKRUPTCY DOCUMENT PRODUCTION FORM In Re: __________________________ __________________________ Case No.:____________________
Pursuant to 11 USC Sec. 521 and B.R. 4002, Debtor(s) and Debtor(s) counsel shall collect the listed documents. These documents must be received by counsel at least by the date of filing of the petition. Counsel will produce documents as and when requested by the Trustee. All of the listed documents will be brought by counsel to the 341 meeting. This form, signed by debtor(s), shall be given to the trustee at the 341 meeting. Pro se debtor(s) will perform all duties of counsel. 1) Tax Returns: Copies of most recently filed State and Federal income tax returns (with W-2’s) and any extensions filed. Copies are attached ________ yes _________no Not provided because _________________________________________ 2) Banking: Copy of all bank statements, canceled checks, debit/credit memos and check registers (for open or closed accounts) for the 12 months prior to filing. Copies are attached ________ yes _________no Not provided because _________________________________________ 3) Transfers: Copies of all records of transfers of property in the 4 years prior to filing (excluding trade-ins on vehicles). Copies are attached ________ yes _________no Not provided because _________________________________________ 4) Real Property: Copy of deeds, notes, deeds of trust, judgments, other liens, and county tax record for each parcel of real estate owned; copies of records showing co-owners and interests (other than debtors); most recent statements showing mortgage balance. Copies are attached ________ yes _________no Not provided because _________________________________________ 5) Securities/Insurance: Copies of any broker or similar accounts; debtor-held stock or bond certificates; declaration page for each whole life insurance policy and evidence of current beneficiaries. Copies are attached ________ yes _________no Not provided because _________________________________________ 6) Motor Vehicles: Copies of titles (if no lien), or a DMV listing, loan and lien documents, last balance statement prior to filing, NADA value print-out for all vehicles, title records of boats, RV’s, and other recreational vehicles, and value documentation for same. Copies are attached ________ yes _________no Not provided because _________________________________________ 7) Other: Copies of E.D./Divorce settlements; evidence of unusual assets (Ex. P.I. claims; inheritance); in business cases, copies of business personal property tax listing. Copies are attached ________ yes _________no Not provided because _________________________________________ I affirm under penalties for perjury that the attached documents are true and accurate copies of the requested documents and that the statements contained herein are true, this _________ day of _____________, 20______.
___________________________________ Debtor
____________________________________ Joint Debtor
Version 8/2009