Step 4: Complete the following statement of assets and liabilities
A
B
C
D
E
F
G
Monthly
Date of
Date of
Amount of
Present
Liabilities
payment
first
final
equity or asset
Description
value
Balance due
amount
Pledgee or obligee
payment
payment
(Col. A minus B)
16
Bank accounts
_________
_________
_________
_________
__________________
________
________
17
_________
_________
_________
_________
__________________
________
________
Household furniture
18
_________
_________
_________
_________
__________________
________
________
Home mortgage
19
Rental properties
_________
_________
_________
_________
__________________
________
________
20
_________
_________
_________
_________
__________________
________
________
Real property
21
Vehicles (model/year)
a __________________
_________
_________
_________
_________
__________________
________
________
b __________________
_________
_________
_________
_________
__________________
________
________
22
Other assets (describe)
a __________________
_________
_________
_________
_________
__________________
________
________
b __________________
_________
_________
_________
_________
__________________
________
________
23
Federal taxes outstanding
_________
_________
_________
_________
__________________
________
________
24
_________
_________
_________
_________
__________________
________
________
State taxes outstanding
25
_________
_________
_________
_________
__________________
________
________
Accounts/notes payable
26
Charge cards
a __________________
_________
_________
_________
_________
__________________
________
________
b __________________
_________
_________
_________
_________
__________________
________
________
27
Other (include judgments)
a __________________
_________
_________
_________
_________
__________________
________
________
b __________________
_________
_________
_________
_________
__________________
________
________
28
_________
_________
_________
_________
Total
Step 5: Complete the following monthly income and expense analysis
Household monthly income
Monthly expenses
Source
Net
Expense
Amount
29
35
Your take home pay
___________________
Rent (if no home mortgage in Step 4) ___________________
30
36
Your spouse’s take home pay
___________________
Groceries
___________________
31
37
Pensions
___________________
Monthly payments (from Line 28)
___________________
32
38
Rental income
___________________
Utilities
___________________
33
39
Other (specify)
Auto expenses (i.e., insurance, gas)
___________________
40
________________
___________________
Child support paid
___________________
41
________________
___________________
Other (specify)
________________
___________________
___________________
___________________
________________
___________________
___________________
___________________
________________
___________________
___________________
___________________
34
42
Add Lines 29 through 33.
Add Lines 35 through 41.
This amount is your total net income.
____________________
This amount is your total expenses.
___________________
43
43
Subtract Line 42 from Line 34. This amount is your monthly net income after expenses.
___________________
Step 6: Sign below
Under penalties of perjury, I state that this statement of assets and liabilities and other information is, to the best of my knowledge, true, correct,
and complete.
Debtor’s signature______________________________________________________________ Date ___ ___/___ ___/___ ___ ___ ___
Spouse’s signature_____________________________________________________________ Date ___ ___/___ ___/___ ___ ___ ___
This form is authorized as outlined by the Illinois Income Tax Act and the Retailers’ Occupation and related occupation taxes and fees acts.
Disclosure of this information is REQUIRED. Failure to provide information could result in this form not being processed.
EG-13-I back (R-5/12)
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