Instructions for 341 Meeting Document Production


Documents are to be provided electronically only.

If you have registered to use Trustee Collaborative, navigate to  https://apps.bluestylus.com/Login.aspx and upload documents using this website.

If you are a pro se debtor, please provide a valid email address to the Trustee's office and a secure link will be sent to you to upload your documents.


The Trustee is required to verify the Debtor's Identification and social security number prior to conducting the meeting of creditors.   At least 7 days in advance of the meeting, you will need to provide the Trustee with a copy of those items. 

ACCEPTABLE PHOTO IDENTIFICATION DOCUMENTS

Driver’s license
U.S. government ID
State ID
Student ID
Passport or current visa, if not a U.S. citizen
Military ID
Resident alien card
Identity card issued by a national government authority 

**The Photo ID needs to be a clean/ color copy


ACCEPTABLE SOCIAL SECURITY NUMBER DOCUMENTS

Social Security card
Medical insurance card
Pay stub
W-2 form 
IRS Form 1099
Social Security Administration statement
ITIN (only if debtor is not eligible for an SSN)

*Please note that tax returns are NOT acceptable proof of an SSN.

*The Social Security Number document must show the full SSN.

If these documents are not provided to the Trustee in advance, the Trustee will NOT conduct the meeting of creditors.


Individual Filings - Required Documents


Real estate docs: recorded mortgages, recorded deeds, current principal balance statements, SEV

Last 2 years filed income tax returns – if the Debtor is not required to file tax returns file an affidavit stating why

60 days paystubs – if the Debtor does not have paystubs file an affidavit stating why

Retirement statements

Bank statements covering the 3 month period preceding and including the filing date

Vehicle titles, including titles for boats, motorcycles, recreational vehicles and mobile homes

Current principal balance statements for secured liens

Divorce Judgment

Life insurance statements

Names and addresses for Domestic Support Obligations


Business Filings - Required Documents


Two years of filed tax returns

Two most recent balance sheets and profit and loss statements

Lease and franchise agreements, if applicable

Operating Agreement or Shareholders Agreement

Bank statements and canceled checks or check registers for one year preceding the bankruptcy filing

Account receivable aging

Account payables aging