Bankruptcy Petition - Chapter 13
DELAWARE CHAPTER 13 CASE AND CONTROLLING-FORM WORKSHEET
DO NOT FILE. This worksheet is not a petition or plan. Do not convert its
fields into prose substitutes for national or local forms. Confirm every form,
revision, rule, order, deadline, signature, filing, and service instruction on
the official court and United States Courts sites immediately before filing.
1. Case and counsel control
| Item | Verified entry |
|---|---|
| Debtor legal name and prior names | [________________________________] |
| Joint debtor, if any | [________________________________] |
| Residence, domicile, principal assets, business, and relevant dates | [________________________________] |
| Proposed filing district and venue analysis | [________________________________] |
| Prior and pending bankruptcy cases | [________________________________] |
| Eviction, foreclosure, repossession, garnishment, utility, family, tax, or other urgent matter | [________________________________] |
| Counsel, firm, trustee contact, and internal reviewer | [________________________________] |
| Target filing date, time, and time zone | [________________________________] |
2. Current official source and form register
| Source or document | Current official URL | Version/effective date | Required? | Matter effect | Checked by/date |
|---|---|---|---|---|---|
| Bankruptcy Code provisions used | [____] | [____] | [____] | [____] | [____] |
| Federal Rules of Bankruptcy Procedure | [____] | [____] | [____] | [____] | [____] |
| Current national forms page | [____] | [____] | [____] | [____] | [____] |
| Voluntary petition and individual-debtor forms | [____] | [____] | [____] | [____] | [____] |
| Chapter 13 plan form selected for this district | [____] | [____] | [____] | [____] | [____] |
| District of Delaware local rules | [____] | [____] | [____] | [____] | [____] |
| District forms, general orders, standing orders, and fee schedule | [____] | [____] | [____] | [____] | [____] |
| Trustee instructions and payment route | [____] | [____] | [____] | [____] | [____] |
| Assigned judge's procedures and case-specific orders | [____] | [____] | [____] | [____] | [____] |
3. Eligibility and chapter-selection analysis
| Issue | Facts/evidence | Current authority | Counsel conclusion |
|---|---|---|---|
| Individual/debtor status and regular income | [____] | [____] | [____] |
| Secured, unsecured, contingent, disputed, unliquidated, and business debt | [____] | [____] | [____] |
| Debt limits or other eligibility tests on filing date | [____] | [____] | [____] |
| Credit counseling and exception/waiver route | [____] | [____] | [____] |
| Prior dismissals, discharge timing, repeat-filing, and stay issue | [____] | [____] | [____] |
| Chapter 7, 11, 12, 13, nonbankruptcy, or dismissal alternative | [____] | [____] | [____] |
4. Deadline and event control
| Step | Trigger | Current authority/order | Deadline | Owner | Completed/proof |
|---|---|---|---|---|---|
| Prepetition counseling or approved alternative | [____] | [____] | [____] | [____] | [____] |
| Petition, matrix, schedules, statements, declarations, and fee | [____] | [____] | [____] | [____] | [____] |
| Plan | [____] | [____] | [____] | [____] | [____] |
| Payment to trustee or other required payment | [____] | [____] | [____] | [____] | [____] |
| Tax document or return step | [____] | [____] | [____] | [____] | [____] |
| Pay advices, statements, education, meeting, objection, confirmation, or other step | [____] | [____] | [____] | [____] | [____] |
| Local or case-specific requirement | [____] | [____] | [____] | [____] | [____] |
Do not combine different tax-return filing, tax-document delivery, trustee,
meeting, plan, and court-filing duties into one generic checklist item.
5. Financial and documentary record
| Category | Period/date | Source | Complete? | Reconciled to form/line | Issue |
|---|---|---|---|---|---|
| Income, pay advices, benefits, business receipts | [____] | [____] | [____] | [____] | [____] |
| Expenses and household information | [____] | [____] | [____] | [____] | [____] |
| Real and personal property | [____] | [____] | [____] | [____] | [____] |
| Secured, priority, unsecured, disputed, contingent, and unliquidated claims | [____] | [____] | [____] | [____] | [____] |
| Leases, contracts, codebtors, guarantees, and domestic-support obligations | [____] | [____] | [____] | [____] | [____] |
| Transfers, payments, lawsuits, garnishments, repossessions, and prior cases | [____] | [____] | [____] | [____] | [____] |
| Tax returns, transcripts, assessments, refunds, and obligations | [____] | [____] | [____] | [____] | [____] |
6. Asset, exemption, lien, and claim analysis
| Asset/claim | Ownership and value | Lien/priority | Exemption source and amount | Plan or motion treatment | Evidence |
|---|---|---|---|---|---|
| [________________] | [____] | [____] | [____] | [____] | [____] |
Counsel must select the exemption scheme and current amounts, determine
ownership and valuation, and analyze every lien, secured status, priority,
setoff, lease, executory contract, claim objection, avoidance, redemption,
valuation, or other treatment separately. This worksheet supplies none.
7. Means, income, expense, and plan feasibility
| Item | Calculation/source | Current form or authority | Result | Reviewer |
|---|---|---|---|---|
| Current monthly income and household | [____] | [____] | [____] | [____] |
| Applicable commitment or plan period | [____] | [____] | [____] | [____] |
| Disposable-income analysis | [____] | [____] | [____] | [____] |
| Secured, priority, support, tax, trustee, and administrative treatment | [____] | [____] | [____] | [____] |
| Liquidation comparison | [____] | [____] | [____] | [____] |
| Monthly plan payment and funding source | [____] | [____] | [____] | [____] |
| Feasibility and sensitivity | [____] | [____] | [____] | [____] |
8. Plan and nonstandard-provision control
Selected controlling plan form and version: [________________________________]
| Provision/treatment | Form section | Supporting authority | Facts/calculation | Notice/service | Approved? |
|---|---|---|---|---|---|
| [________________] | [____] | [____] | [____] | [____] | [YES/NO] |
Do not add a nonstandard provision outside the location or process allowed by
the controlling form and current rules. Do not invent default, cure, fees,
vesting, lien release, surrender, claim, tax refund, insurance, income-change,
or postpetition-credit treatment.
9. Signature, filing, and service control
| Document | Signer | Signature method | Verification/declaration | Filing event | Service/proof |
|---|---|---|---|---|---|
| [________________] | [____] | [____] | [____] | [____] | [____] |
Preserve signed source documents, identity and authority checks, electronic-
filing authorization, filed PDFs, notices of filing, docket receipts, payment
receipts, service lists, certificates, returned mail, and corrected versions.
Do not add notary, jury, arbitration, integration, severability, counterpart,
indemnity, liability-cap, or private forum clauses to bankruptcy forms.
10. Final filing review
☐ District and venue verified from current facts and authority
☐ Eligibility, repeat-filing, counseling, urgent-relief, and chapter choice reviewed
☐ Every national and District of Delaware form and version confirmed immediately before filing
☐ Petition, schedules, statements, matrix, plan, tax, income, education, fee, and local duties separately calendared
☐ Assets, values, ownership, exemptions, liens, claims, contracts, transfers, and codebtors reconciled
☐ Plan calculations and treatments match the controlling form and current authority
☐ Signatures, declarations, authorizations, filing, service, and proof completed correctly
☐ Bankruptcy counsel approved every filed document
Prepared by: [________________________________]
About this template
- Last updated
- August 27, 2026
- Citations checked
- August 27, 2026
- Jurisdiction
- Delaware
- 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 27, 2026.
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