Proposed Amended "Means Test" Forms Effective on January 1, 2008

 

At its September 2007 meeting, the Judicial Conference deferred action on proposed amendments to Official Forms 22A, 22B, and 22C after the Internal Revenue Service revised its Collection Financial Standards. Because the "means test" forms are based on the national standards and local standards set out in the IRS document, conforming changes to Forms 22A and 22C became necessary. In order to reduce possible confusion, the Judicial Conference also deferred action on the proposed revisions to Form 22B.

 

The Advisory Committee on Bankruptcy Rules has proposed revisions to Forms 22A and 22C which reflect the changes in the IRS standards. The Advisory Committee has recommended that the changes be effective on January 1, 2008, when the IRS changes will be effective in bankruptcy cases. The proposed amendments have been approved by the Committee on Rules of Practice and Procedure. Although the changes have not yet been approved by the Judicial Conference, copies of the proposed amendments are posted here in order to give the courts, attorneys, software companies, forms publishers, and the public as much time as possible to implement the proposed revisions before the recommended effective date of January 1. A revised Committee Note for the amendments also is posted.
 

B 22A, Statement of Current Monthly Income and Means Test Calculation (Chapter 7) (Pending Approval by the Judicial Conference)
Form | Committee Note (22A-C)

B 22B, Statement of Current Monthly Income (Chapter 11) (Pending Approval by the Judicial Conference)
Form

B 22C, Statement of Current Monthly Income and Calculation of Commitment Period and Disposable Income (Chapter 13) (Pending Approval by the Judicial Conference)
Form