October 19, 2021

Revisions to Official Form B6 Schedules I and J – Effective December 1, 2013: Important Information

Effective December 1, 2013, certain changes will be made to Official Form B6 Schedules I and J, with respect to chapter 13 cases only, as follows:

1. To facilitate their use in determining chapter 13 plan feasibility, revised Schedules I and J each will include a new check box to the caption for the debtor to indicate that the appropriate schedule formally “supplements” the original filing of the form.  Attorney and pro se filers must check this box if the Schedule to the form is being used to supplement the form’s original filing.

A. On Schedule I, the form reads,

” A supplement showing post-petition
chapter 13 income as of the following date:
MM / DD ./ YYYY”

B. On Schedule J, the form reads,

” A supplement showing post-petition
chapter 13 expenses as of the following date:
MM / DD ./ YYYY”

2. Filing a supplement to Schedules I and J is a method for capturing additional information regarding a debtor’s post-petition income and expenses as of a specific date (e.g., prior to a chapter 13 confirmation hearing) for purposes of analysis or potential plan modification.  These supplemental filings are distinguishable from the originally prepared and filed Schedules I and J, which must be filed as part of the original schedules and statements under Fed.R.Bankr.P. 1007(b)(1).  This supplemental information is intended to inform and “not” to amend previously reported information.  (The filer would use the “amendment” check box instead, if the purpose is to correct information on the original filing of the form).

3. New CM/ECF Dictionary Event Code:  To accommodate the filing of supplements using Schedules I and J, a new CM/ECF dictionary event code has been created, which only is applicable to chapter 13 cases.  The new event code is called, “Supplement to Schedule I/J.”  This event code must be used when the noted schedules are used to file “supplemental” information.

4. Schedule J Only:

A.  New lines 1, 2, and 3 on revised Schedule J request information about the debtor’s household.  Line 1 requires joint debtors who maintain separate households to file separate Schedule J forms.  A check box has been added to the caption to identify such filings.  Line 2 requires information about each dependent.

B.  If Debtor 2 (also known as the joint debtor) maintains a separate household, s/he will be required to file a separate Official Form B6J (Schedule J: Your Expenses) and check the appropriate box on the revised Schedule J form.  When the box is checked, attorney filers should follow the form instructions and ensure that total expenses on Official Form B6 — Summary of Schedules and Official Form B6J for Debtor 1 include the amounts for both Debtor 1 and Debtor 2.  Debtor 2′s Schedule J form should be included with the petition when schedules are filed.  Note:  NO new CM/ECF dictionary event code is required.