FINANCIAL MANAGEMENT COURSE

General Information/Background

Every individual debtor (or approved financial management fourse provider) in a chapter 7, chapter 11 in which § 1141(d)(3) applies, or Chapter 13 case must file the Certificate issued by the provider upon completion of the Financial Management Course by the debtor.

• NOTE: If a joint petition is filed, each debtor must complete and file a separate Certificate.

Conventional Filing: Docketing Steps

STEP 1          Select Bankruptcy from main menu.

STEP 2          Select Misc. Events category.

STEP 3          Enter case number and click [NEXT].

STEP 4          Select the Financial Management Course Certificate event from the available events list. Click [NEXT].

STEP 5          Confirm case number and click [NEXT].

STEP 6          Select the attorney; click [NEXT].

• NOTE: If “The following attorney/party associations do not exist for this case. Please check which associations should be created for this case:” text appears. Place a check in the box. Then click [NEXT].

STEP 7          Upload the PDF; click [NEXT].

STEP 8a        Select the party for which the Certificate for Financial Management Course is being filed.

STEP 8b       Select Debtor, Joint Debtor or Debtor and Joint Debtor; click [NEXT].

STEP 9          Confirm case number and click [NEXT].

SAMPLE DOCKET TEXT

Certificate of Completion of Instructional Course Concerning Financial Management (Official Form 23) Filed by Test Attorney on behalf of Test Debtor. (jll).

STEP 10        Notice of Electronic Filing Displays.

Follow-Up/QC

*See Quality Control Guidelines for more information.