CHECKLIST OF SUPPORTING DOCUMENTS
The following is a checklist of all documents needed to have a successful case. Please provide the following:
UPLOAD Documents HERE or EMAIL PDF DOCUMENTS TO: Docs@PetersonZeyerLaw.com. Email Subject Line: “Your first and last name – Supporting Documents”
*As we organize and prepare your case, we may request additional documents and information for your specific case.
The following is a checklist of all documents needed to have a successful case. Please provide the following:
- Original Driver’s License and Original Social Security Card
- Sign your Professional Service Agreement
- Complete the Online Bankruptcy Questionnaire
- Complete the first online Credit Counseling Course
- www.moneysharp.org Attorney Code: PZLAW
- $10 for first course and $10 for second course
- Household Income Documents: Provide all the below documents that apply to you.
- Pay Stubs: 6 months of pay stubs leading up to the bankruptcy filing date
- If you are self-employed: 6 months of Monthly Profit and Loss Statements
- Award Letters: Social Security Income or Disability, Pension, Food Stamps, etc.
- Contribution Letter: Roommate contribution to the household monthly bills
- Financial Account Statements : 6 months of statements for the following accounts:
- Bank statements- Statements for every bank statement you have
- App statements – Any app where you have deposited funds (Venmo, PayPal, CashApp, ACORN, Etc.)
- Retirement Accounts (401K, IRA, Etc.) – provide your most recent statement
- Tax Returns: State and Federal Tax Returns - Provide the last 2 years of returns for chapter 7 and the last 4 years of returns for chapter 13.
- All tax refunds received during the bankruptcy must be turned over to the Trustee.
- Decree of Divorce, if divorced within the last 8 years
- Summons/Complaints, Judgments and/or garnishments
- Mortgage Statement, Auto Loan Statement, Auto Lease Agreements, Apartment Rental Agreements, etc.
- Pictures of all vehicles (front and side, back and other side, any damage, or scratches). Just email these pictures to the address below.
- Vehicle Registration Certificate – Provide proof that your vehicle has a current registration.
UPLOAD Documents HERE or EMAIL PDF DOCUMENTS TO: Docs@PetersonZeyerLaw.com. Email Subject Line: “Your first and last name – Supporting Documents”
*As we organize and prepare your case, we may request additional documents and information for your specific case.