Dear Upsolver!
Even though bankruptcy laws and rules are federal and the same everywhere in the United States, each bankruptcy district has its own local rules and local forms. Upsolve’s tool meets all federal requirements but does not yet account for the more than 90 variations due to local rules.
While we work on automating that part of the process, we’ve developed a series of location specific guides to assist you in making sure the amendment process goes smoothly. Be sure to follow the instructions in this guide carefully.
The amendment packet you generated through Upsolve includes the following:
- Amendment Coversheet with Certificate of Service
- Your amended bankruptcy forms, including signature pages and, if necessary, updated Official Form 106Sum.
Here is what you need to do to make sure you meet the requirements for the Southern District of Ohio, where your case is pending:
Coversheet
As your district does not require a specific coversheet, you may use the coversheet provided by Upsolve.
Notice Requirements
No matter which form you’re updating, make sure to send a copy of the amendment to your case trustee.
Are you amending Schedule C (Exemptions)?
This district requires you to send a copy of the amendment to all of your creditors and the United States Trustee for your district if you’re updating your exemptions by filing an amended Schedule C.
Are you amending Schedules D, E/F, G, or H or updating a creditor’s address?
The Southern District of Ohio doesn’t have a separate notice form to send out. Just make sure to send a full copy of the amendment to the creditor(s) you’re adding or updating in addition to sending one to your case trustee. Make sure you send a copy of your 341 notice along with the amendment, so the newly added creditors know about all the important deadlines in your case.
Certificate of Service
A certificate of service is required whenever you make changes to your Creditor Matrix. There is no special form to use for this. The certificate of service portion of the Upsolve coversheet may be used for this purpose.
Updating your Creditor Matrix
The Southern District of Ohio requires that you file a supplemental Creditor Matrix with the court (providing only the newly added or updated creditor’s name and address) if you need to amend this document.
You can download your full matrix as a .txt. file from your my.upsolve account. The easiest way to create a supplemental matrix is by going back to the case editor and downloading your matrix as a .txt file. From there, you can easily delete all creditors except for the newly added/updated one(s).
It should be in Times New Roman or Courier New font, with all addresses centered and no address blocks longer than 6 lines. At least one blank line must separate addresses.
Verification of your Creditor Matrix
This is basically a signature page to add to your creditor matrix. The Upsolve generator will create this document for you in a format acceptable to the court in your district.
Link to court website | Link to local rules | Link to court forms |
If you get conflicting information from your local bankruptcy court, follow their instructions. We do our best to keep these guides up to date, but your local bankruptcy court is the final authority on their process.
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