Bymaster Law Offices Document Collection Form

Name *

First

Last

What is your marital status?

Is your spouse filing with you?

Yes
No

Check the box below if you understand the following statement: If you are married and filing single, the law still requires the non-filing spouse's proof of income.

I understand

Spouse's Name

First

Last

SECTION 1: CREDITORS LIST & PROOF OF INCOME

CREDITORS LIST

Click or drag a file to this area to upload.

The Creditor’s List Form is available on our client welcome page. Make this by using your bills and statements, your memory, and then use a credit report if you desire for a final check. List all of your creditors, including ones you are keeping or still paying after the case is filed. Make sure to fill out all blanks and provide addresses.

What is the name of your employer or source of income?

Please list all in the space above

7 Months Proof of Income (paycheck stubs or benefit statements)

Click or drag files to this area to upload. You can upload up to 28 files.

Get a printout from your employer showing the gross of all deductions or copies of every paycheck stub. All income requires documentation such as wages, pension, social security, unemployment, and even gambling. (*If you have business or self-employment income, go month by month listing out your total business income and expenses for each month going at least 7 months back. **Also, remember income records must be provided for non-filing spouses.)

What is the name of your spouse's employer or source of income?

Please list all in the space above

Spouse's 7 Months Proof of Income (paycheck stub or benefit statement)

Click or drag files to this area to upload. You can upload up to 28 files.

Get a printout from your employer showing the gross of all deductions or copies of every paycheck stub. Only upload very low size KB or MB files. All income requires documentation such as wages, pension, social security, unemployment, and even gambling. (*If you have business or self-employment income, go month by month listing out your total business income and expenses for each month going at least 7 months back. **Also, remember income records must be provided for non-filing spouses.)

SECTION 2: TAX RETURNS

Select the years you filed taxes:

2024
2025
I am not required to file taxes, because I do not earn the minimal amount of income

If you are not required to file taxes, then we will need a simple statement stating this fact. This statement will need to be signed and dated. Have it also state the years that you were not required to file taxes.

I understand the above

I am not required to file taxes due to minimal income statement. Sign and date it

Click or drag a file to this area to upload.

2024 Federal Tax Returns

Click or drag a file to this area to upload.

If you have normal-type income and have not filed taxes the last two years, you will need to file them right away. These tax returns will be required in your case.

2024 State Tax Returns

Click or drag a file to this area to upload.

2024 W2s

Click or drag a file to this area to upload.

2025 Federal Tax Returns

Click or drag a file to this area to upload.

2025 State Tax Returns

Click or drag a file to this area to upload.

2025 W2s

Click or drag a file to this area to upload.

Section 3: Bank Statements

We also need statements from all your financial accounts, including retirement accounts. (A final printout to update each bank account will also be required after your bankruptcy case is filed to cover all 90 days.)

How many checking accounts do you have?

None
1
2
3+

Please list the name of your bank(s) and the last 4 digits of your checking account number below (Example: Chase Bank – #1234.) Please include all of your checking accounts.

90 Days Bank Statement – Checking Account (Please place all checking account statements here)

Click or drag files to this area to upload. You can upload up to 5 files.

How many savings accounts do you have?

None
1
2
3+

Please list the name of your bank(s) and the last 4 digits of your savings account number below (Example: Chase Bank – #1234.) Please include all of your savings accounts.

90 Days Bank Statements – Savings Account (Please place all savings account statements here)

Click or drag files to this area to upload. You can upload up to 5 files.

How many money card accounts do you have? (Example: Chime or Pay Card from work)

None
1
2
3+

Please list the name of your money cards here and the last 4 digits of the account number (Example: Chime – #4785)

90 Days Statement – Money Card (Please place all money card statements here)

Click or drag files to this area to upload. You can upload up to 5 files.

How many retirement accounts do you have? (Example: 401K or IRA)

None
1
2
3+

Please list the name of your retirement accounts, type and the last 4 digits of your account number below (Example: Fidelity 401K – #$5404.) Please include all of your retirement accounts here:

90 Days Retirement Statement – Retirement Accounts (Please place all retirement account statements here)

Click or drag files to this area to upload. You can upload up to 5 files.

Section 4: Housing

What best describes your housing arrangement?

Own home with a mortgage (or buying on contract) or home paid-in-full
Rent

COMPARATIVE MARKET ANALYSIS required for all cases (and Mortgage, Note, and Deed in addition required for Chapter 7 only)

Click or drag files to this area to upload. You can upload up to 4 files.

The Comparative Market Analysis can be obtained for free by any local Realtor. Call a local realtor and request a Comparative Market Analysis. The mortgage, note, and deed can be obtained at the Recorder’s Office in the City-County Building (Marion) or at your County Courthouse (all other counties). To cut down on printout cost, you can usually print only the 1st, 2nd, and last page as long as it shows the amounts and the part where you signed. You may also be able to search your mortgage closing folder for the mortgage, note, and deed.

Section 5: Lawsuits

Have any lawsuits? Bring copies of all lawsuits whether they are for or against you.

Are you involved in any lawsuits? (They can be for or against you.)

Yes
No

Were any of the lawsuits filed in the county where you live?

Yes
No

Lawsuits by themselves are okay. But, if your lawsuit has also gone to JUDGMENT, then you may have a judgment lien on your house. Such judgment liens (judicial liens) will not automatically go away when you file for bankruptcy. It will still stay attached to your house and must be paid at some later time (such as if you go to sell your house). SOMETIMES such liens can be removed during your Chapter 7 or Chapter 13 case by filing a Motion to Avoid Judicial Lien during the case. This removal action is not automatic and requires your approval and a $120 fee per lien according to our contract. Set up any Lien Avoidance attempt(s), pay the fees, and ask any questions about this during your petition signing.

I understand

Lawsuits

Click or drag files to this area to upload. You can upload up to 10 files.

Please upload all lawsuits here.

Section 6: Additional Information

Have you already taken the first bankruptcy class through Summit Financial and received the certificate?

Yes
No, but I will take it as soon as possible BEFORE my next appointment and make sure I receive the certificate (THIS IS REQUIRED!)

Do you have a child support order?

Yes
No

Please list name and address of child support recipient:

Have you been divorced in the last 3 years?

Yes
No

Divorce Decree (only if you have been divorced in the last 3 years)

Click or drag a file to this area to upload.

Have you lived in more than one place in the last 3 years?

Yes
No

Please list all your previous address for the past 3 years:

Make sure to include the full address

I attest that all information above is true and accurate. I also will provide a copy of my Driver's License and Social Security Card. I will also sign and return my representation contract. *

Yes – All is True and Accurate. I’ll provide those above items
No

We will contact at the time of your fees and documents appointment to make sure we have everything. If we do not contact you soon, contact us to make sure we have ALL required documents. Then, we will set the appointment to sign your bankruptcy petition. Note also if not provided yet: get us a clear copy of your driver license and social security card(s) and a signed copy of the representation contract.

Signature *

Clear Signature

Date *

Affordable Indiana Debt Relief

BYMASTER LAW OFFICES DOCUMENT UPLOAD FORM

SECTION 1: CREDITORS LIST & PROOF OF INCOME

SECTION 2: TAX RETURNS

Section 3: Bank Statements

Section 4: Housing

Section 5: Lawsuits

Section 6: Additional Information

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Affordable Indiana Debt Relief

Bymaster Law Offices Document Collection Form

BYMASTER LAW OFFICES DOCUMENT UPLOAD FORM

SECTION 1: CREDITORS LIST & PROOF OF INCOME

SECTION 2: TAX RETURNS

Section 3: Bank Statements

Section 4: Housing

Section 5: Lawsuits

Section 6: Additional Information

FREE Consultation – Get Debt Free!

Free Bankruptcy Guide

Free E-Books

Client Tools

Free
Bankruptcy
Guide

Free
E-Books

Client
Tools