Forms

Counseling:
1. Print and complete these forms for your first Financial Counseling appointment:
Statement of Counseling Service (Privacy Policy) - What to expect for your appointment 
Monthly Spending Plan - Income and Expenses 
Schedule of Debts - List of your current debts

Supplemental Intake Form - Additional information - Required for all counseling

2. Print and complete these forms if you have a mortgage:
Mortgage Information - Tell us about your mortgage
Privacy Policy - For clients with a mortgage - Print and bring to your appointment

3. Print and read this form if you are seeking Bankruptcy Counseling and a Certificate:
Prefiling Bankruptcy Counseling Disclosure - Bankruptcy counseling appointments only 

Debt Management Plan:
Deposit Coupons - coupon information can be completed using a word processor that opens DOC files or print either format and complete by hand
 v DOCformat v PDFformat