Amended Schedules I and J
Effective December 1, 2013, Schedules I and J were amended.
Historically, Schedule I and J forms were used when filing or amending schedules; however, the Bankruptcy Rules Advisory Committee determined that they may also be used as a supplement to the initial filing noting that some courts use Schedules I and J in analyzing proposed chapter 13 plans and potential modification of those plans or when a debtor’s financial circumstances change.
The new Schedules I and J include checkboxes for the debtor to indicate that the schedule is either "an amended filing" or "a supplement showing post-petition Chapter 13 income/expenses" following the initial filing of the form.
Schedules I & J (Supplement)
The option to submit supplements to these schedules 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 Chapter 13 confirmation hearing) for purposes of analysis or potential modification. These supplemental filings are distinguishable from Schedules I and J, which are required to be filed as part of the original schedules and statements under F.R.B.P. 1007(b)(1). This supplemental information is intended to inform and not amend previously reported information. (The filer would use the “amendment” checkbox instead, if the purpose is to correct information on the original filing of the form.)
Schedule J: Your Expenses only
New lines 1, 2, and 3 on revised Schedule J: Your Expenses (Form B 6J) request information about the debtor’s household. Line 1 requires joint debtors who maintain separate households to file separate Schedule J forms. A checkbox has been added to the caption to identify such filings. Line 2 requires information about each dependent. If the joint debtor maintains a separate household, he or she will be required to file a separate Form B 6J and check the appropriate box on the modified Schedule J form. When the box is checked, attorney filers should follow the form instructions and ensure that total expenses on Form B 6 ‐ Summary of Schedules and Form B 6J for the debtor include the amounts for both the debtor and the joint debtor. The joint debtor's Schedule J form should be included with the petition when schedules are filed.
How to File
For an amended filing
No changes to the filing of an amendment. Select the CM/ECF event code “Amended Schedules” in the menu option “Other” under Bankruptcy.
For a supplement showing postpetition Chapter 13 income/expenses
The new event code titled "Supplement to Schedule I/J (For Chapter 13 Post Petition Income)", can be found in the menu option “Other” under Bankruptcy.