Templates Universal Official Form 122A-1 - Chapter 7 Statement of Your Current Monthly Income (Worksheet)
Official Form 122A-1 - Chapter 7 Statement of Your Current Monthly Income (Worksheet)
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Official Form 122A-1 - Chapter 7 Statement of Your Current Monthly Income

Worksheet only. Transfer data into the official court form or e-filing software before filing. Check your district’s local rules/median charts.

United States Bankruptcy Court
District of [District]

In re: [Debtor Name(s)]
Case No.: [if known]
Chapter: 7

Quick definitions and scope

  • Current Monthly Income (CMI) = average monthly income from all sources during the six full calendar months before filing.
  • Exclude: Social Security benefits; payments received for others that are not household support.
  • Non-filing spouse: include their income unless you are separated or can take a marital adjustment (see 122A-2).
  • State median income: varies by state and household size; insert the correct chart value below.

Part 1: Marital/Household Filing Status

  • Filing status: [Single filer / Joint with spouse / Separate households].
  • Is spouse filing? [Yes/No]. If no, include non-filing spouse income unless separated.
  • Household size: [Number].

Part 2: Six-Month Income Detail (average becomes CMI)

Enter income for each of the six full calendar months before filing (Month -6 is oldest; Month -1 is the month before filing). Sum and divide by 6.

Month (MM/YYYY) Debtor 1 Total Debtor 2 / Non-filing Spouse Total Notes (irregular items)
Month -6 $[ ] $[ ] [ ]
Month -5 $[ ] $[ ] [ ]
Month -4 $[ ] $[ ] [ ]
Month -3 $[ ] $[ ] [ ]
Month -2 $[ ] $[ ] [ ]
Month -1 $[ ] $[ ] [ ]

Six-month totals: Debtor 1 $[ ], Debtor 2/Spouse $[ ]
Average (divide each total by 6): Debtor 1 $[ ], Debtor 2/Spouse $[ ]
Combined CMI: $[Total]

Part 3: Income Source Breakdown (average monthly, mirrors official lines)

Source Debtor 1 Debtor 2 / Non-filing Spouse
Wages, salary, overtime, tips $[ ] $[ ]
Business/farm income (net) $[ ] $[ ]
Rental/real property income (net) $[ ] $[ ]
Interest/dividends/royalties $[ ] $[ ]
Pension/retirement $[ ] $[ ]
Unemployment/public benefits (non-SSA) $[ ] $[ ]
Child support/alimony received $[ ] $[ ]
Other (describe) $[ ] $[ ]

Subtotal monthly income: Debtor 1 $[ ], Debtor 2/Spouse $[ ]
Combined monthly income for median comparison: $[Total]

Part 4: Compare to State Median & Next Steps

  • Applicable state median (household size above): $[Median].
  • If combined CMI ≤ median: Chapter 7 generally permitted (still subject to abuse review).
  • If combined CMI > median: complete Official Form 122A-2 (Means Test Calculation).
  • District/local addenda required: [List any].

Part 5: Statutory Exemptions/Bypasses

  • Disabled veteran exemption claimed? [Yes/No].
  • Primarily non-consumer debts? [Yes/No].
  • Recent active duty service (per statute)? [Yes/No].

Signature

I declare under penalty of perjury that the information provided is true and correct.

Debtor 1 Signature: __________________________ Date: __________
Debtor 2 Signature (if joint): __________________________ Date: __________

Attach pay stubs, business ledgers, or benefit statements only as required by your district’s local rules.

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