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Module 4

Gathering Your Documents

5 min read

Why Documents Matter

Bankruptcy requires you to provide a clear, honest picture of your financial situation. That means gathering specific documents before — or as part of — the filing process. Having these ready makes everything easier and helps ensure nothing is missed.

Common Documents Needed

While requirements vary, the following are commonly needed:

Recent Pay Stubs

Documents your current income. Typically the last 2–6 months are required.

Tax Returns

Usually the last 2–3 years of federal returns. Demonstrates your income history.

Bank Statements

Recent statements (often 3–6 months) for all checking, savings, and other accounts.

Government-Issued ID

Your driver's license or state ID is needed to verify your identity.

Social Security Number / Card

Required for court records. Keep this document secure.

Recent Credit Card Statements

Confirms balances and account numbers for your creditor list.

Loan and Mortgage Statements

Documents secured debts — car loans, mortgages, personal loans.

Medical Bills

If medical debt is a factor, documentation helps establish the amounts owed.

Vehicle Registration and Title

Needed to document vehicles as assets.

Property Tax Records

If you own real estate, recent property tax bills help document your assets.

How to Organize Them

A simple approach: create a folder — physical or digital — with one section for each category. Label everything clearly. Having organized documents helps ensure accuracy and reduces stress.

JustiPal™ provides a guided intake system that walks you through each document you may need, step by step.

Start Organizing with JustiPal™ →

This content is for educational purposes only and does not constitute legal advice. Consult a licensed attorney for guidance specific to your situation.

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