Chapter 13 Bankruptcy Filing Preparation Packet - Connecticut
CONNECTICUT CHAPTER 13 FILING PREPARATION PACKET
Do not file this packet. Prepare and file the current official petition, schedules, statements, Chapter 13 plan, local attachments, certificates, motions, and service records required for this debtor and filing date. Do not convert this worksheet into a prose petition or plan.
1. Matter and Source Control
| Field | Verified entry |
|---|---|
| Intended filing date | [__/__/____] |
| District and division, if applicable | [________________] |
| Debtor 1 exact legal name | [________________] |
| Debtor 2 exact legal name, if joint | [________________] |
| Counsel and bar / admission status | [________________] |
| Prior bankruptcy cases | [________________] |
| Related pending cases | [________________] |
| Current trustee source and contact | [________________] |
| Filing platform and account | [________________] |
| Emergency / skeletal filing contemplated | [________________] |
Current Official Source Register
| Source set | Official URL / document | Revision or effective date | What it controls | Accessed |
|---|---|---|---|---|
| Bankruptcy Code | [________________] | [________________] | [________________] | [__/__/____] |
| Federal Bankruptcy Rules | [________________] | [________________] | [________________] | [__/__/____] |
| Official Bankruptcy Forms | [________________] | [________________] | [________________] | [__/__/____] |
| selected Connecticut bankruptcy district Local Rules | [________________] | [________________] | [________________] | [__/__/____] |
| District general orders | [________________] | [________________] | [________________] | [__/__/____] |
| District local forms | [________________] | [________________] | [________________] | [__/__/____] |
| Clerk filing guidance | [________________] | [________________] | [________________] | [__/__/____] |
| Trustee instructions | [________________] | [________________] | [________________] | [__/__/____] |
| U.S. Trustee materials | [________________] | [________________] | [________________] | [__/__/____] |
| Case-specific order / notice | [________________] | [________________] | [________________] | [__/__/____] |
☐ Pending and recently effective Code, rule, form, local-rule, and general-order changes were checked.
☐ Every deadline and form below was derived from the current source register.
2. Eligibility, Venue, and Filing-Date Gate
| Issue | Current verified answer | Official authority / source | Operative quotation or form instruction | Reviewer |
|---|---|---|---|---|
| Who may be a Chapter 13 debtor | [________________] | [________________] | “[________________]” | [________________] |
| Debt categories and filing-date limits | [________________] | [________________] | “[________________]” | [________________] |
| Current dollar adjustment and effective date | [________________] | [________________] | “[________________]” | [________________] |
| Venue and venue facts | [________________] | [________________] | “[________________]” | [________________] |
| Prior-case filing or discharge effects | [________________] | [________________] | “[________________]” | [________________] |
| Credit-counseling requirement and exception | [________________] | [________________] | “[________________]” | [________________] |
| Identity, SSN statement, and privacy requirements | [________________] | [________________] | “[________________]” | [________________] |
| Filing fee / installments / waiver route | [________________] | [________________] | “[________________]” | [________________] |
| Individual / joint filing decision | [________________] | [________________] | “[________________]” | [________________] |
| Exemption-law selection and lookback | [________________] | [________________] | “[________________]” | [________________] |
| Case-specific conflict, representation, and authority | [________________] | [________________] | “[________________]” | [________________] |
Eligibility conclusion approved by counsel: [________________]
Venue facts and supporting records: [________________]
3. Debtor Interview and Identity Record
Debtor 1
| Field | Verified information / source |
|---|---|
| Full legal name and former names | [________________] |
| Last four digits / full SSN record location | [________________] |
| Residence and mailing address | [________________] |
| County and district facts | [________________] |
| Employer / occupation | [________________] |
| Marital status and household | [________________] |
| Business, trade, DBA, and EIN information | [________________] |
Debtor 2, If Joint
| Field | Verified information / source |
|---|---|
| Full legal name and former names | [________________] |
| Last four digits / full SSN record location | [________________] |
| Residence and mailing address | [________________] |
| County and district facts | [________________] |
| Employer / occupation | [________________] |
| Marital status and household | [________________] |
| Business, trade, DBA, and EIN information | [________________] |
4. Official Form Control Sheet
Use the exact form numbers, revisions, and local attachments in the current source register.
| Filing component | Current official / local form | Revision | Required for this case? | Data owner | Completed / reviewed |
|---|---|---|---|---|---|
| Voluntary petition | [________________] | [________] | [____] | [____] | [____] |
| Schedules and summary | [________________] | [________] | [____] | [____] | [____] |
| Declaration for schedules | [________________] | [________] | [____] | [____] | [____] |
| Statement of financial affairs | [________________] | [________] | [____] | [____] | [____] |
| Current monthly income / commitment form | [________________] | [________] | [____] | [____] | [____] |
| Disposable-income form | [________________] | [________] | [____] | [____] | [____] |
| Chapter 13 plan | [________________] | [________] | [____] | [____] | [____] |
| District plan summary / attachment | [________________] | [________] | [____] | [____] | [____] |
| Credit-counseling filing | [________________] | [________] | [____] | [____] | [____] |
| Pay-advice filing or declaration | [________________] | [________] | [____] | [____] | [____] |
| SSN statement | [________________] | [________] | [____] | [____] | [____] |
| Filing-fee application | [________________] | [________] | [____] | [____] | [____] |
| Wage / payment order | [________________] | [________] | [____] | [____] | [____] |
| Domestic-support notice / record | [________________] | [________] | [____] | [____] | [____] |
| Local cover sheet or verification | [________________] | [________] | [____] | [____] | [____] |
| Other | [________________] | [________] | [____] | [____] | [____] |
A form title in this worksheet is not authority to use an obsolete revision or omit a current district attachment.
5. Asset and Claim Source Records
Assets
| Asset / interest | Owner | Value source and date | Lien / lease / exemption issue | Schedule / form destination |
|---|---|---|---|---|
| [________________] | [____] | [________________] | [________________] | [________________] |
| [________________] | [____] | [________________] | [________________] | [________________] |
Creditors and Claims
| Creditor exact name | Notice address / source | Claim type and status | Collateral / priority basis | Disputed, contingent, or unliquidated? | Form / plan treatment |
|---|---|---|---|---|---|
| [________________] | [________________] | [________________] | [________________] | [________________] | [________________] |
| [________________] | [________________] | [________________] | [________________] | [________________] | [________________] |
Executory Contracts, Leases, Co-Debtors, and Other Interests
[________________]
6. Income, Expenses, and Calculation Workpapers
| Period / item | Amount | Source record | Adjustment / issue | Official-form destination |
|---|---|---|---|---|
| [________________] | $[________] | [________________] | [________________] | [________________] |
| [________________] | $[________] | [________________] | [________________] | [________________] |
Household and marital-adjustment analysis: [________________]
Current monthly income period: [________________]
Applicable median-income source and date: [________________]
Disposable-income workpaper: [________________]
Feasibility workpaper: [________________]
7. Tax and Document Duties — Separate Tracks
Do not combine prepetition return-filing duties with trustee-delivery duties.
| Duty / request | Tax period or document | Trigger | Recipient | Deadline | Authority / instruction | Completion evidence |
|---|---|---|---|---|---|---|
| Prepetition tax-return filing | [________] | [________] | [________] | [________] | [________] | [________] |
| Trustee tax-return / transcript delivery | [________] | [________] | [________] | [________] | [________] | [________] |
| Court or creditor tax request | [________] | [________] | [________] | [________] | [________] | [________] |
| Pay advices or alternative filing | [________] | [________] | [________] | [________] | [________] | [________] |
| Identity documents | [________] | [________] | [________] | [________] | [________] | [________] |
| Trustee questionnaire / records | [________] | [________] | [________] | [________] | [________] | [________] |
| Postpetition return / refund procedure | [________] | [________] | [________] | [________] | [________] | [________] |
8. Plan Form and Payment Control
Use only the current plan form authorized for the selected Connecticut bankruptcy district and the current required local attachment or summary.
| Item | Verified entry | Authority / official instruction |
|---|---|---|
| Petition date / order-for-relief date | [__/__/____] | [________________] |
| Plan filing deadline | [__/__/____] | [________________] |
| Authorized plan form and revision | [________________] | [________________] |
| Required local form / attachment | [________________] | [________________] |
| Initial payment deadline | [__/__/____] | [________________] |
| Payment amount and method | $[________________] | [________________] |
| Trustee payment destination | [________________] | [________________] |
| Applicable commitment analysis | [________________] | [________________] |
| Maximum term analysis | [________________] | [________________] |
| Secured-claim treatment | [________________] | [________________] |
| Priority-claim treatment | [________________] | [________________] |
| Unsecured-claim treatment | [________________] | [________________] |
| Executory contract / lease treatment | [________________] | [________________] |
| Property vesting / retention choice | [________________] | [________________] |
| Nonstandard provision review | [________________] | [________________] |
| Service and notice procedure | [________________] | [________________] |
Do not calculate the first payment from a copied “first day of the next month” formula. Enter the filing-date-specific deadline supported by current authority.
Do not draft plan terms in this packet. Transfer approved treatment into the current authorized plan form.
9. Local Procedure Register
| District issue | Current procedure | Local rule / general order / form | Effective date | Completion |
|---|---|---|---|---|
| Plan and local attachment | [________________] | [________________] | [________] | [____] |
| Tax returns and refunds | [________________] | [________________] | [________] | [____] |
| New or additional debt | [________________] | [________________] | [________] | [____] |
| Wage / payment order | [________________] | [________________] | [________] | [____] |
| Attorney compensation | [________________] | [________________] | [________] | [____] |
| Motion / negative notice practice | [________________] | [________________] | [________] | [____] |
| Electronic signatures and retention | [________________] | [________________] | [________] | [____] |
| Service and certificate | [________________] | [________________] | [________] | [____] |
| Hearing / appearance | [________________] | [________________] | [________] | [____] |
| Other | [________________] | [________________] | [________] | [____] |
No nonexistent local-rule number, historical trustee instruction, or superseded general order should appear in the filed package.
10. Filing and Deadline Calendar
| Event / filing | Trigger | Due date and time | Service / recipient | Authority | Calendar owner | Completed |
|---|---|---|---|---|---|---|
| Petition package | [________] | [________] | [________] | [________] | [________] | [____] |
| Missing document | [________] | [________] | [________] | [________] | [________] | [____] |
| Plan | [________] | [________] | [________] | [________] | [________] | [____] |
| Initial plan payment | [________] | [________] | [________] | [________] | [________] | [____] |
| Trustee documents | [________] | [________] | [________] | [________] | [________] | [____] |
| Meeting of creditors | [________] | [________] | [________] | [________] | [________] | [____] |
| Confirmation / objection | [________] | [________] | [________] | [________] | [________] | [____] |
| Other | [________] | [________] | [________] | [________] | [________] | [____] |
11. Review and Filing Record
Debtor Review
| Review item | Debtor initials / confirmation | Date |
|---|---|---|
| Names, addresses, and identity data | [____] | [__/__/____] |
| Assets, values, liens, and exemptions | [____] | [__/__/____] |
| Creditors and addresses | [____] | [__/__/____] |
| Income and expenses | [____] | [__/__/____] |
| Financial history and prior cases | [____] | [__/__/____] |
| Plan treatment and payment | [____] | [__/__/____] |
| Signature declarations on official forms | [____] | [__/__/____] |
Counsel Filing Record
| Item | Value |
|---|---|
| Final official-form revisions checked | [________________] |
| Local forms and orders checked | [________________] |
| Filing fee / payment confirmation | [________________] |
| CM/ECF receipt and case number | [________________] |
| Deficiency notice review | [________________] |
| Plan service and certificate | [________________] |
| Trustee delivery confirmation | [________________] |
| Calendar audit | [________________] |
Final Counsel Checklist
☐ Current federal and selected Connecticut bankruptcy district official sources were fetched and recorded.
☐ Eligibility, venue, prior-case, counseling, exemption, and filing-fee issues were resolved.
☐ Current official and local forms—not this packet—will be filed.
☐ Asset, claim, income, expense, tax, and financial-history records reconcile across forms.
☐ Prepetition return filing and trustee return delivery are separately calendared.
☐ The authorized plan form and required local attachment are identified.
☐ Plan filing, first payment, service, trustee delivery, and local deadlines are filing-date-specific.
☐ No prose plan, private-contract default, indemnity, liability cap, force majeure, arbitration clause, jury consent, or prevailing-party fee clause remains.
☐ Signatures, electronic-filing retention, privacy, service, and proof of filing comply with current procedure.
☐ All unused instructions and placeholders were removed from filed documents.
About this template
- Last updated
- August 23, 2026
- Citations checked
- August 23, 2026
- Jurisdiction
- Connecticut
- Category
- Financial & Banking
Financial and banking documents govern loans, security interests, account agreements, and commercial transactions between lenders, borrowers, and financial institutions. Promissory notes, guaranties, security agreements, and UCC filings have precise legal requirements, and mistakes can leave a lender unsecured or a borrower on the hook for more than they agreed to. Well-drafted finance paperwork protects both sides and keeps the deal enforceable if something goes wrong later.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on August 23, 2026.
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