Annual Conference on Financial Education
Center for Financial Certifications
Library of Personal Finance
Center for Consumer Financial Research

Institute Forms for Bankruptcy Related Services

This page contains a complete list of all Institute Forms for Bankruptcy Related Services.

 

Client Contact Forms

These are single page forms designed to for clients to print out before contacting the Institute.Each form corresponds to a particular service and delivery method, as the instructions vary slightly from one to the next.The different services and delivery methods are explained in the Overview.These forms are not required, but may help avoid some client confusion.

Client Pre-Filing Counseling Instructions

Client Post-Filing Debtor Education Instructions

 

Registered Attorney Forms and Client Handouts

These are single page forms designed to be given to clients by Registered Attorneys.Each form corresponds to a particular service and delivery method, as the instructions vary slightly from one to the next.The different services and delivery methods are explained in the Overview.They are not required, but may help avoid some client confusion.

Registered Attorney Form  (Attorneys Only)

Registered Attorney Pre-Filing Counseling Client Instructions

Registered Attorney Post-Filing Debtor Education Client Instructions

 

Facilitator Forms and Client Handouts

These are single page forms designed to be given to clients by Facilitators.Each form corresponds to a particular service and delivery method, as the instructions vary slightly from one to the next.The different services and delivery methods are explained in the Overview.They are not required, but may help avoid some client confusion.

Facilitator Registration Form (Attorneys Only)

Facilitator Internet Pre-Filing Counseling Client Instructions

Facilitator Internet Post-Filing Debtor Education Client Instructions

Facilitator Telephone Pre-Filing Counseling Client Instructions

Facilitator Telephone Post-Filing Debtor Education Client Instructions

Facilitator Home Study Post-Filing Debtor Education Client Instructions

Contact Client Services
For more information, or to begin a phone counseling or education program. 866-662-4932 or 207-221-3600, or log in to your on line program. View FAQ
Contact Client Services
For questions about organizational partnerships, please call 207-879-0389. Business Hours