Statement of Financial Affairs - SOFA

This questionnaire will help us get your Bankruptcy case setup within our systems. Please complete all sections with honesty. Your responses will drive the information that is included, or not included, with your Bankruptcy Petition. Please be thoughtful and pay attention to the answers you provide. Remember that you will be placed under oath about many of these topics.

Contact Information

Please complete this section with the name you want displayed on your Bankruptcy Petition and the phone number and email address you would like us to correspond with you throughout this process.

Preferred Salutation

First Name

Middle Name

Last Name

Phone/Mobile

Dropdown

Are you filing alone or jointly with your spouse?

Alone

Jointly with my Spouse

Preferred Salutation

First Name

Middle Name

Last Name

Phone/Mobile

Text Input

General Contact Information & Filing Status

Which Chapter of Bankruptcy are you filing?

Chapter 7

Chapter 13

I don't know

What is your current Marital Status?

Married

Divorced (within last 2 years - otherwise use Not Married)

Not Married

Are you filing with your spouse?

I am filing alone

I am filing with my spouse (filing jointly)

First Name

Middle Name

Last Name

Debtor Email

Debtor Phone/Mobile

Co-Debtor First Name

Co-Debtor Middle Name

Co-Debtor Last Name

Co-Debtor Email

Co-Debtor Phone/Mobile

Address Information

Do you own or rent your current residence?

Own

Rent

Neither

During the last 3 years, have you lived anywhere other than your current residence?

Yes

When did you purchase/move into your current residence?

Debtor Current Address

Address Line 1

Address Line 2

City

State

Zip Code

What is your current address' county?

Within the last 8 years, have you lived in any of these states? (Check all that apply)

Arizona

California

Idaho

Louisiana

Nevada

New Mexico

Puerto Rico

Texas

Washington

Wisconson

I have not lived in any of these states within the last 8 years.

Do you have a legal interest in any additional real property? (Timeshare, vacation home, etc.)

Yes

Please list the additional properties you own in the space below:

Money and Accounts

What type of Financial Accounts are currently listed in your name (or your spouse's if filing jointly)?

Checking

Savings

Brokerage

Cryptocurrency

Certificate of Deposit (CD)

Money Market

Security Deposit

Cash on Hand

Safe Deposit Box (Owned within the last year)

I do not have a legal interest in any financial accounts.

Which money transfer apps have you (or your spouse if filing jointly) used to send or receive money to or from others within the last two years?

CashApp

Venmo

PayPal

Apple Cash

I have not used any money transfer applications to send or receive money within the last two years.

Financial Transactions & Debt Repayments

Are your debts primarily consumer debts? (Consumer debts are defined as "incurred by an individual primarily for a personal, family, or household purpose.")

Yes

Have you (or your spouse if filing jointly) made any purchases on your credit cards larger than $400 within the last 90 days?

Yes

List all >$400 purchases made within the last 90 days. Please include the date, amount and what was purchased.

Have you (or your spouse if filing jointly) taken any cash advances on your credit cards larger than $400 within the last 90 days?

Yes

List all >$400 cash advances made within the last 90 days. Please include the date, amount and the reason for the cash advance.

Have you (or your spouse if filing jointly) made payments to any of your credit cards within the last 90 days?

Yes

When was the last time you (or your spouse if filing jointly) used any of your credit cards? (Does not include debit card transactions)

Have you (or your spouse if filing jointly) paid back debts to friends or family members (considered Insiders) within the last year?

Yes

Insider First Name

Insider Last Name

How much did you borrow?

How much do you still owe?

What were the reasons for the repayments?

Total Amount of Repayments

Date of Repayment

Legal Interests & Actions

Which of the following do you (or your spouse if filing jointly) have a legal interest in?

A business (Incorporated or Unincorporated)

A partnership

A joint venture

Stocks/Bonds

Mutual Fund

Life Insurance (only those with a cash value)

IRA (Roth or Traditional)

Pension/Retirement Plan

401k

Annuity

I do not have a legal interest in any of these items.

Which of the following have you been a party to within the last year?

Personal Injury Case

Small Claims Actions

Divorce

Collection Lawsuit

Paternity Actions

Custody Modification

Contract Dispute

I have not been a party to any of the matters listed within the last year.

Within the last year I have had the following legal actions taken on my property:

Repossession

Foreclosure

Garnishment

Attachment

Seizure

Levy

I have not had any legal property actions taken within the last year.

Property Transfers & Losses

Have you (or your spouse if filing jointly) incurred any losses due to the following reasons within the last year?

Theft

Fire

Gambling

Other Disaster

I have not had any property losses within the last year.

Please describe the situation surrounding the loss(es) within the last year:

Which of the following property items have you (or your spouse if filing jointly) transferred (sold/traded in) within the last two years?

Real estate

Land

Car

Truck

Boat/Trailer

Jewelry

I have not transferred any property within the last two years.

Gifts

Within the last two years, have you given any gifts with a total value of more than $600 per person?

Yes

List all >$600 per person gifts made within the last 2 years. Please include the date, amount and the reason for the gift.

Within the last two years, have you given any gifts or tithes with a total value of more than $600 to any charity?

Yes

List all >$600 gifts or contributions to a charity made within the last 2 years. Please include the date, amount and the reason for the gift.

Taxes

Please check each year that you (and your spouse if filing jointly) have filed Federal Income Taxes.

2022

2023

2024

I am not required to file taxes.

On your 2024 tax return filing, were you required to pay or did you receive a refund?

I paid.

I received a refund.

I am not required to file taxes.

I have not filed my 2024 tax return.

On your 2023 tax return filing, were you required to pay or did you receive a refund?

I paid.

I received a refund.

I am not required to file taxes.

I have not filed my 2023 tax return.

Do you (or your spouse if filing jointly) owe any money to the IRS?

Yes

Which years do you owe the IRS for?

How much do you owe to the IRS?

Are you making monthly payments through a plan to the IRS?

Yes

How much are your monthly IRS Plan payments?

Household Items

Select how many of each item you currently own. Do not include your children's belongings.

Couch

Recliner

End Table

Bookshelf

Kitchen Table

Dining Table

King Bed

Twin Bed

Nighstand

Loveseat

Coffee Table

Lamp

Desk

Kitchen Chairs

Dining Chairs

Queen or Full Bed

Dresser

TV Stand

Please list any additional personal items here. If you do not have any additional personal items, please put None.

If you were to sell all the household items listed above at a garage sale, how much could you get for them?

Gifts

Radio Field

Yes

Numeric Field

Repeater Field

Column 1

First Name

Last Name

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