Official Procedure Last Change December 28, 2020
Financial Management
How to file: Location of event: Bankruptcy > Notices & Certifications > Certification of Personal Financial Management Course |
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General Information
Note: If a permanent waiver of the Credit Counseling requirement is granted, this automatically waives the requirement to file a Certification of Financial Management Course.
See information on special requirements for deceased debtors
Filing requirements
Step-by-Step Instructions
Providers of Financial Management courses can file the course certificates using the eFinCert system, which does not require a login or password. All other users should use the following instructions instead. |
1. Log into CM/ECF.
2. Select Bankruptcy > Notices & Certifications.
3. Enter case number (in the format xx-xxxxx) and click Next.
4. Select Certification of Personal Financial Management Course from the event list and click Next.
5. Check box if jointly filing with another attorney, click Next. If jointly filing, select additional attorneys, click Next.
6. Select the party filer. If the party is not listed, or cannot be selected, view instructions on adding a new party. Click Next.
Note: The "Attorney/Party Association” screen may appear. If your party selection was correct, check the box to create an association and click Next.
7. Browse to select the document to be filed (pdf file). Click Next.
8. If the course certificate is included in the PDF, check Yes, else check No. Click Next.
9. Select prefix text, if applicable, and click Next.
10. Verify the final docket text; if correct, click Next to submit your document(s).
Note: The Notice of Electronic Filing displays giving you the document number. Copies of this notice are immediately e-mailed to all participants who receive electronic notification in the case.