Client Document Center

Download intake packets, disclosures, and supporting forms for your bankruptcy filing. Complete each document and email the signed copies to mail@socalbk1.com so our team can begin preparing your case.

Download Intake Packet Email Completed Forms

How to Use These Documents

1. Download the files you need

Each document opens in a new tab or saves directly to your device. Files labeled ZIP contain multiple form templates bundled together.

2. Complete and sign

Fill in all requested fields, sign where indicated, and gather any supporting statements or identification noted in the instructions.

3. Email everything to us

Send your completed documents and questions to mail@socalbk1.com. We will confirm receipt within one business day.

Available Client Downloads

Addendum to Contract for Legal Services

Flat-fee engagement addendum confirming the $2,000 rate, California Rule 1.15 disclosures, and client authorization to place retainers in the operating account.

Download DOCX

Intake Packet 2025

Scanned 23-page client intake packet capturing personal data, assets, debts, and required supporting information for 2025 filings.

Download PDF

CSD 1025 Statement re Credit Counseling

Local form used to explain exigent circumstances and request a 30-day extension to file the credit counseling certificate.

Download PDF

CSD 1901 Notice to Individuals Filing Bankruptcy

One-page Chapter 7 notice summarizing required filings, deadlines, and the debtor education course obligations in the Southern District of California.

Download PDF

Debt Helpers (English)

High-resolution scan of the DebtHelper credit counseling information sheet in English; review the image for contact details and enrollment steps.

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Debt Helpers (Spanish)

Spanish-language scan of the DebtHelper counseling guide; inspect the image for provider contact information and instructions.

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Electronic Filing Authorization

CSD 1801 declaration authorizing electronic filing of the petition, schedules, and statements with signature lines for debtor and attorney.

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Statement of Intention

Official Form 108 (two pages) to state how you plan to handle secured debts and leases after filing Chapter 7.

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Statement of Social Security Numbers

Official Form 121 used to list and verify the Social Security numbers for every debtor on the case file.

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