Balance of Schedules and/or Chapter 13 Plan

CSD 1099

Local Rule #

Federal Rule #

Category:  Miscellaneous Documents

Pursuant to LBR 5005-4(c), the Balance of Schedules and/or Chapter 13 Plan (CSD 1099) must provide the debtor(s)' original signature(s) in a scanned format. ( "/s/ typed name of debtor" will not be accepted.) However, the attorney signature may be in "/s/ attorney name" format .

The Balance of Schedules and/or Chapter 13 Plan docket entry satisfies filing deadlines of required documents which were not filed at the time the Bankruptcy Case was filed. If the Chapter 13 Plan and/or the Statements of Current Monthly Income Forms 122A-1, 122A-1Supp,  122A-2, 122B,  122C-1, or 122C-2 are indicated on the Balance of Schedules, they must be filed as separate document entries after the Balance of Schedules is filed.

If documents filed via the Balance of Schedules include additional creditors not originally listed on the creditor matrix at the time the Bankruptcy case was filed, the Notice to Creditors (CSD 1101) is required to be filed under its own document event and referred (linked) to the appropriate Balance of Schedules.

1. Select Bankruptcy menu.
2. Select Miscellaneous Documents.
3. Ensure correct case name and number match the document you are filing.
4. Select party filer.
   • Party filer not listed, Add/Create New Party.

     Use the Add/Create New Party only when party is not on the Party Filer pick list. From the Select the Party screen: Click on Add/Create New Party hyperlink. The Search for Party screen appears. Enter social security number, tax identification number or last/business name (upper and lower case) to search for new party name in the ECF database. The Party Search Results appears. Party name appears: select name and verify party name information in pop-up window. Party information is correct, click Select name from list button. Party name appears but information is incorrect, click on Create New Party. The Party Information screen appears. Complete or update all appropriate fields for the party filer. Select appropriate Role for new party filer such as Creditor (cr:cr). Party name does not appear, click on Create New Party. The Party Information screen appears. Complete or update all appropriate fields for the party filer. Select appropriate Role for new party filer such as Creditor (cr:cr). Once this is complete you will return to the Select the Party screen, which will list the party filer name.

     Quick Note Making any changes in Add/Create New Party screen will only affect this case.  Remember to change the ROLE accordingly.

5. Select Document Event: Balance of Schedules and/or Chapter 13 Plan (CSD 1099)(fee).
6. Browse, verify and attach the CSD 1099 (PDF file).

   Locate the document (PDF or TXT). Right-mouse click on the correct filename. Select Open from the drop down menu. This will launch the PDF or TXT file's application. Verify the document. Close the document by clicking on the X in the upper-right hand corner of the Adobe or NotePad application. Click on the Open button in ECF to attach the document in the Browse field.

   Quick Note The court quality assures all incoming files and verifies for /s/signatures, missing pages, correct document to selected event, case number, readable file, etc.

   • Attach supportive documents, such as the Balance of Schedules, if applicable.

     From the first Browser screen: Click on the Yes button at Attachments to Documents. Click the "Next" button. In the second Browser screen: Browse, verify and attach supportive document (PDF file). Select Category of document such as Declaration, Exhibit, etc. or type description of document. Click on Add to List. Repeat steps 1 - 3 until all supportive documents are attached. When done, click on Next to continue procedure.

     Quick Note NEVER attach a document that can be filed under Notices & Hearing.

7. Select yes or no for Are Creditors being added that were not on the original list of creditors when the case was filed?
   • Yes ($32.00 fee)
   • No
8. Click on Submit.
9. Select one or more schedules/statements being filed:
   • Schedules A/B - J
   • Statement of Financial Affairs
   • Summary of Assets and Liabilities and Statistical Information
   • Statistical Summary (cases filed prior to 12/1/15)
   • Statement of Current Monthly Income (122A-1, 122B, 122C-1)
   • Statement of Exemption from Presumption of Abuse (122A-1Supp)
   • Means Test Calculation (122A-2)
   • Calculation of Disposable Income (122C-2)
   • Chapter 13 Plan
   • Schedule A/B - Property
   • Schedule C Property Claims as Exempt
   • Schedule D Claims Secured by Property
   • Schedule E/F Unsecured Claims
   • Schedule G Executory Contracts and Unexpired Leases
   • Schedule H - Codebtors
   • Schedule I - Income
   • Schedule J - Expenses
   • Schedule J-2 - Expenses for Separate household of Debtor 2
10. Enter Summary of Schedules and Statistical Summary information.
    • Enter the dollar amount as shown, or leave blank if data not available.
    • Bypass this screen if not filing Summary of Schedules and/or Statistical Summary information.
11. Modify text to add pertinent information, such as Amended, if applicable.

    Check the box: Refer to Existing Event(s)? The Select the Category to Which your Events Relates screen appears. Select the category in which the related document was filed in. Note: This step 2 may not appear in all document events, continue with Step 3. Select the appropriate document text to link.

    Quick Note  When AMENDING a document always link back to the document you are amending.

12. Verify final docket text before submitting onto case docket.
13. Print the Notice of Electronic Filing. It's your receipt.

    Print to PDF Click on File on the application's menu bar. Click on Print from the drop down menu. The Print Dialog Box appears. Select Acrobat PDF Writer as your current printer selection and press Print. The Save PDF File As screen appears. Name your PDF file. Click in the Save in: Window to choose the directory to save your PDF file. Click on the Save button to print to PDF. Print a paper copy Click on File on the application's menu bar. Click on Print from the drop down menu. The Print Dialog Box appears. Select your current printer and press the Print button.

    Quick Note Keep original signed document along with the Notice of Electronic Filing at your office.

14. Continue with filing the Chapter 13 Plan,; Statement of Current Monthly Income Form 122A-1, 122B, or 122C-1; Statement of Exemption from Presumption of Abuse Form 122A-1Supp;  Means Test Calculation 122A-2;  Calculation of Disposable Income 122C-2; or Notice to Creditors (CSD 1101), if applicable.

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