Instructions for Completing the Client Intake Form Points to be aware as you fill up the forms. Make sure that you provide complete, detailed and honest answers for each item on the forms. If the item is not applicable to you make sure to mark the item “N/A” There should be no question marks (?) for answers. All questions answered "yes" on the Statement of Affairs should have a detailed answer accompanying the question. When names and addresses are requested, provide detailed information. This in very important to make sure notifications are sent to the correct parties. It may be helpful to you to obtain a credit report from True Credit at http://www.truecredit.com. This report will contain addresses for most of your credit and other information that may be helpful when completing these forms. Be sure to provide name of creditors. Do not use acronyms or abbreviations. Make sure to provide dates when requested. Failure to do so will delay your filing as we must have the complete information in order to complete your petition. If you are married and your spouse is filling with you, please make a copy of these forms and have your spouse complete the extra set, using his/her information. With the completed Client Intake Form you need to provide a copy of the following documents: Credit Counseling Certification Last six months payroll stubs. Federal Income tax returns for the past two years Titles to all vehicles you own Mortgages on real property Appraisal on real property, if available Life insurance policies Bank statements, stock certificates, bonds, savings accounts for the past 6 months Divorce decrees and / or separation agreements Lawsuits or other court proceedings filed against you within the last 2 years Retirement accounts. Credit report. Note: Failure to provide answers and detail requested on these forms may delay your case. It is imperative that all you information be available to complete the petition.
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