Used at these steps
What it is for
Lists a debtor's monthly income, expenses, assets and debts so a referee can set fair terms of payment.
Who uses it
A defendant who is an individual, once a terms of payment hearing is set.
When to use it
When the plaintiff disputes your proposed payment terms and the clerk sends you a notice of hearing. You complete it, serve it on the plaintiff before the hearing, and bring it to the hearing (Rule 9.03(4.2), (4.3)).
What you need
Tick each one off as you gather it. Nothing here is saved.
Tips
- Serve it on the plaintiff but do not file it with the court.
- Bring documents that support what you wrote.
- Be complete and honest. The referee uses it to set the payments.