| Date | Subject | Formats |
Initial Report(s) and Guidelines - All Chapter 11 Cases |
| February 10, 2020 | Initial Letter to Appointed Chapter 11 Trustee | [PDF - 31 KB] |
| February 10, 2020 | Initial Communication with Chapter 11 Debtor | [PDF - 143 KB] |
| January 23, 2020 | IDI Info 1 | [PDF - 114 KB] |
| January 23, 2020 | IDI Info 2 | [PDF - 197 KB] |
| January 23, 2020 | 5a-20 Largest Memo to Creditors-Standard | [PDF - 71 KB] |
| January 23, 2020 | 5a-20 Largest Memo to Creditors-Large Case | [PDF - 71 KB] |
| June 5, 2024 | Chapter 11 Guidelines for Debtors in Possession and Trustees | [PDF - 334 KB] |
| June 5, 2024 | Chapter 11, Subchapter V Guidelines for Debtors in Possession | [PDF - 323 KB] |
| January 2014 | Insurance & Environmental Questionnaire (Due 7 days after the petition) | [PDF - 79 KB] |
| January 2014 | Initial Financial Report (Due 14 days after the petition) | [XLS - 36 KB] |
| January 2014 | Initial Financial Report | [PDF - 33 KB] |
| December 2017 | Chapter 11 Quarterly Fees Schedule | |
Report Forms (All Chapter 11 Cases Except “Small Business Cases”) |
| | Monthly Operating Report (effective June 21, 2021) (UST Form 11-MOR) | |
| | Post Confirmation Report (effective June 21, 2021) (UST Form 11-PCR) | |
| January 2014 | Six Month Cash Flow Projection- Form IR-6 | [XLS - 21 KB]
[PDF - 14 KB] |
Small Business Cases |
| January 2018 | UST Small Business Monthly Operating Report | [PDF - 473 KB] |
| January 2025 | Post Confirmation Report – Small Business Cases (contact field office for Excel version) | [PDF - 159KB] |
Periodic Reporting on Controlled Entities (All Cases) per Federal Rule of Bankruptcy Procedure 2015.3 |
| January 2018 | Form B426 Periodic Report
The first of these reports is due 7 days prior to the meeting of creditors and is to be filed with the bankruptcy court with a copy to the U.S. Trustee. Subsequent reports are due every six months thereafter. | |
Individuals |
| April 2, 2007 | IRS Internal Revenue Bulletin 2006-40 (Notice 2006-83 to Individual Chapter 11 Debtors) | [PDF - 56 KB] |
| February 2006 | Sample Form SS-4 Application for Employer Identification Number | [PDF - 116 KB] |
UST List of Authorized Depositories |
| October 23, 2023 | UST List of Authorized Depositories | [PDF - 135 KB] |
| | | |
U.S. Department
of Justice
