Trustee information sheet 2026

1. Click ‘Get Form’ to open the trustee information sheet in the editor.
2. Begin by entering the case number and filing date at the top of the form. This establishes the context for your submission.
3. Fill in the debtor(s) information, including names and phone numbers. Ensure accuracy as this is crucial for communication.
4. In section 1, report cash on hand and any undeposited checks. Enter amounts clearly to avoid confusion.
5. For bank account balances in section 2, list each account's balance along with the bank name. This provides a complete financial picture.
6. Continue through sections detailing wages owed, tax refunds, and any anticipated assets. Be thorough and honest in your responses.
7. Complete all remaining sections regarding personal property, debts paid, and insurance coverage. Each detail matters for your case.
8. Finally, review all entries for accuracy before signing at the bottom of the form to affirm that all information is correct.

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