Lists, Schedules, Statements, & Other Documents.

-4- (1) Summary of Liabilities. The debtor must deliver to the trustee, and any other interested party upon request, a summary of liabilities containing (1) a list of all farm- or fishing-related debts listed in schedules D, E/F, and G, followed by a subtotal of those debts; (2) a list of all nonfarm and nonfishing debts, if any, listed in those schedules, followed by a subtotal of those debts; and (3) a total of all debts listed in those schedules. (2) Financial Review of Debtor’s Business. A debtor must file LBF Ex.

D-1 and, if applicable, LBF Ex. D-2 with the statement of financial affairs. (b) Chapter 13 Sole Proprietor. A debtor operating in business as a sole proprietor must file LBF Ex.

D-2 and, if applicable, LBF Ex. D-1 with the statement of financial affairs. (c) § 521(a) Payment Advices. A debtor must not file a copy of any payment advice or other evidence of payment required by § 521(a).

The debtor must instead deliver a copy of all required payment advices or other evidence of payment as follows: (1) Chapter 7 or 11. To the UST when the debtor files schedules in a new case, or by the deadline in FRBP 1007(c) after conversion of a case to one under chapter 7 or 11. (2) Chapter 12 or 13. To the trustee (and not the UST) when the debtor files schedules in a new case, or by the deadline in FRBP 1007(c) after conversion of a case to one under chapter 12 or 13.

(d) Documents Supporting Items in Statement of Current Monthly Income (OFs 122A and 122C). (1) General. A debtor must not file a copy of any document required to be given to either the trustee or UST supporting any item in a statement of current monthly income. When the debtor files a statement of current monthly income, the debtor must contemporaneously give copies of any required supporting document to either the UST in a chapter 7 case, or to the trustee in a chapter 13 case.

Despite any instruction to the contrary under OF 122A1, a copy of any document supporting an item listed on the form, other than a payment advice, must be given only to the UST and need not be given to the trustee unless the trustee requests a copy. (2) Family Violence Protection and Services Act Expense Details. If the debtor files a document that provides the details of expenses incurred to maintain the safety of the debtor and the debtor’s family from family violence under the Family Violence Protection and Services Act, a copy must be contemporaneously served on the UST, and on the trustee if the case is under chapter 12 or 13. (e) Motion for Extension of Time re Credit Counseling, or Exemption from Credit Counseling and Financial Management.

A motion must be filed on LBF 100.3. (f) Chapter 11, 12, or 13—Certification of Payment of Domestic Support Obligations and Statement re § 522(q)(1) Applicability. An individual debtor must file the certification and statement on LBF 525 by the deadline set in a notice sent to the debtor upon completion of plan payments. [NOTE: Chapter 11 debtors should see § 1129(a)(14).] (g) Chapter 7, 11, or 13—Debtor Tax Information Under § 521(g). (1) To Obtain a Copy.

A motion must be filed, and the moving party must: 12/1/2025