Means Test aka Statement of Monthly Income...

Last Updated: April 2023

U.S. Trustee - Means Testing

Required if:

• Chapter 7:

• • Form 122A-1: Chapter 7 Statement of Your Monthly Income

  • Form 122A-1Supp: Statement of Exemption from Presumption of Abuse Under Section 707(b)(2)

  • Form 122A-2: Ch. 7 Means Test Calculation
    

• Chapter 11:

• • Form 122B: Ch. 11 Statement of Your Current Monthly Income
    

• Chapter 13:  

• • Form 122C-1: Ch. 13 Statement of Your Current Monthly Income and Calculation of Commitment Period

  • Form 122C-2 Ch. 13 Calculation of Your Disposable Income

  Note:  Means Test must be filed with the Voluntary Petition or within 14 days of filing.

Step-by-Step Procedures:

1. Log into CM/ECF.

2. Select [Bankruptcy > Misc/Other].

3. Enter case number (e.g., xx-xxxxx).

4. Select from the list the applicable event(s):
   
   [Chapter 7 Statements - Monthly Income 122A-1/Exemption Presumption of Abuse (122A-1Supp)].
   
   [Chapter 7 Means Test Calculation Form 122A-2], if applicable.
   
   [Chapter 11 Statement of Monthly Income Form 122B].
   
   [Chapter 13 Statement of Monthly Income Form 122C-1].
   
   [Chapter 13 Calculation of Disposable Income Form 122C-2].

5. Select the party filer.

6. Browse to attach the Means Test (PDF file).

7. Answer question re: Presumption of Abuse (Chapter 7 only).

8. Modify docket text if appropriate.

9. Verify the final docket text; if correct, click [Next] to submit your document(s).
   
   Note:  The Notice of Electronic Filing displays, giving you the document number. Copies of this notice are immediately emailed to all participants who receive electronic notification in the case.