A Summary of Your Assets and Liabilities and Certain Statistical Information (individuals)
Federal · United States Courts · Effective December 1, 2015
This form is a summary sheet used in bankruptcy cases to list and total a person's assets (what they own), liabilities (what they owe), and their income and expenses. It requires copying totals from other official bankruptcy forms.
The court describes it as: This is an Official Bankruptcy Form. Official Bankruptcy Forms are approved by the Judicial Conference and must be used under Bankruptcy Rule 9009.
Where this fits in a case
Start a caseStage: Start a case
This form is used when filing for bankruptcy to provide the court with a summary of financial information, such as property values, debts, and monthly income/expenses.
Either party may file.
Official instructions
How-to guides published by the court for this form.
Common questions
- Who fills out this form?
- The form is for the debtor(s) filing for bankruptcy. If two married people are filing together, both are responsible for providing correct information.
- Do I need to fill out all the schedules?
- The form instructs users to fill out all of their schedules first, and then complete the information on this summary form.
- What happens if I change my original filings?
- If you are filing amended schedules after your original forms, you must fill out a new Summary and check the box at the top of the page.
Revision history
No changes recorded since we started tracking this form on October 9, 2026. The current version took effect December 1, 2015.
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