Motion for Exemption from Financial Management Course

Last Updated: December 1, 2009

All individual debtors in a chapter 7 or chapter 13 case shall file a statement regarding completion of a course in personal financial management. Under Section 109(h)(4), the debtor may request an exemption from the required Financial Management Course. (Incapacity, disability or active military duty in a military combat zone.)

Filing Requirements:

  • Financial Management Certificate (Official Form B 23) filed separately.

  • Motion for Exemption from Financial Management Course.

  • Notice of Motion with 14 days objection period.  Notice is sent to interested parties.

  • Proof of Service

  • Proposed Order  Instructions.

To File Electronically:

  1. Log into CM/ECF.

  2. Select [Bankruptcy >  Motions/Applications].

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

  4. Select [Exemption from Financial Management Course] from the event list.

    Note: To accurately report statistics to Congress, it is crucial that the correct event is selected.

  5. Skip the Joint Filing screen.

  6. Select the party filer.

  7. Enter a "y or n" if the notice and proof of service are included with the motion.

    Note:  The Motion, Notice of Motion, and Proof of Service may be a single PDF; or the Notice, supporting documents, and Proof of Service may be added as attachments to this document. The Motion must be the first document in your PDF.

  8. Enter date served.

  9. Browse to select the Motion (.pdf file).

  10. Modify the text as appropriate.

  11. 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 e-mailed to all participants who receive electronic notification in the case.

  12. Submit proposed order. Instructions.






    11 U.S.C. 109(h)(4); 727 (a)(11); 1328(g)(1)

    FRBP: 1007(b)(7)