Please provide the following documents to the Trustee a minimum of one week prior to the scheduled 341 Meeting:

  • Most recent tax return required to be filed

  • 60 days of pre-petition pay advises (pay stubs, etc.)

  • Titles to all motor vehicles, mobile homes, boats, trailers, RVs, motor homes, etc. that the client owns and all proofs of insurance

  • If the client owns real estate, a copy of the complete recorded mortgage(s) with signature page, land contract, and deed(s)

  • All current real estate tax bills

  • A current state equalized value statement

  • Appraisals of real estate and personal property IF completed within three years

  • Judgment(s) of divorce if within six years

  • Information pertaining to lawsuits in which the client has sued someone else

  • Most recent statement for IRAs, 401(k) plans, annuities, pensions, etc.

  • Payoff schedule for retirement loans and vehicle loans

  • Trust or probate documents

In addition to the above stated documents, if the client is self-employed (i.e., d/b/a or sole proprietorship) or has an interest in a partnership, corporation, or LLC, they must provide copies of the following documents:

  • Current profit and loss statement

  • Current balance sheet

  • Business tax returns for the prior two years

  • List of Accounts Receivable and Account Payable

You may submit these documents to the Trustee's Office using

As a courtesy prior to a scheduled meeting, the Trustee's Office will email you a list of potential questions or issues that the Trustee may have with your cases. This is just intended to give you advanced notice of possible questions that may arise at the meeting.

Chapter 13 Section 341 Meetings will be conducted remotely via ZOOM. In order for the hearings to be conducted, verify you have done the following:

  1. Upload identification documents to the Trustee's office using no later than 2 business days prior to the Section 341 Meeting.

  2. Review USTP Best Practices for Debtors and Attorneys here.

  3. Review the ZOOM Video-conference 341 Instructions here.

  4. Review the Zoom Frequently asked questions here.

  5. On the Zoom App or, click join meeting. Enter the meeting ID and passcode from the Notice of Chapter 13 Bankruptcy Case or click the link below.

Click Here to Join Section 341 Meeting for Chapter 13 Trustee Barbara Foley

Meeting ID: 488 178 9487

Passcode: 1170099941

If you are a creditor, you may join by telephone. Call 269-234-7702 , enter meeting ID 488 178 9487, and passcode 1170099941. If joining by Zoom, please ensure your screen name reflects the creditor's name. If filing pro se (without and attorney), please contact the Trustee's office at 269-343-0305