Certificate of Credit Counseling

STEP 1 Click the Bankruptcy hyperlink on the CM/ECF Main Menu. (See Figure 1.)

 
Figure 1.

 

STEP 2 Click the Miscellaneous hyperlink on the BANKRUPTCY EVENTS menu. (See Figure 2.)

 
Figure 2.

 

STEP 3 The CASE NUMBER screen displays with the last case number used in this CM/ECF session. (See Figure 3.)

 
Figure 3.

  • If a case number displays and is the correct case, click on the [Next] button to continue.
  • Otherwise, enter the correct case number in YY-NNNNN format.
  • Click the [Next] button to continue.

 

STEP 4 Select the Credit Counseling event from the EVENT SELECTION screen. (See Figure 4.)


 Figure 4.

  • Type "cert" in the event search box to see all events with those characters anywhere
    within the event name.
  • Click on Certificate of Credit Counseling to get it displayed in the Selected Events box.
  • Click the [Next] button to continue.

 

STEP 5 The attorney JOINT FILING screen may then display.
(See Figure 5.)

 
Figure 5.

  • This screen is used only if another attorney is joining in a filing, such as a stipulation.
    If you are the trustee or the only attorney filing this application, skip this screen.
  • Click the [Next] button to continue.

 

STEP 6 The Select the Party screen displays the electronic parties in the case. (See Figure 6.)

 
Figure 6.

  • Here you would select the party(s) you represent.
    (Since joint debtors in this example, select both using your Control (Ctrl) key.)
  • Click the [Next] button to continue.

 

STEP 7 The Select the pdf document screen will then display.
(See Figure 7.)

 
Figure 7.

  • Use the Browse button to select the pdf file containing the Certificate.
    (See the Browse Process for details.)
  • Once you have selected the file and return to this screen,
    Click the [Next] button to continue.

 

STEP 8 The Enter briefing date screen will then display.
(See Figure 8.)

 
Figure 8.

  • Enter the correct date using the standard MM/DD/YYYY format.
    - I entered 9/25/2008 for this example.
  • Click the [Next] button to continue.

 

STEP 9

The Refer to existing event(s)? screen displays.
(See Figure 9.)

 
Figure 9.

  • The Certificate is definately related, or referts, to an existing document -
    that being the petition.
  • Click in the box to indicate that you need to make the reference.
     
  • Click the [Next] button to continue.

 

STEP 10 The Select the category screen will then display.
(See Figure 10.)


 Figure 10.

  • Here we use the Select the category screen to filter-in a portion of the Docket
    to make it easier to find the related document. Use the Ctrl-drag action to
    select all the categories so the petition will be filtered-in.
  • But then to make sure only the petition is displayed, enter Documents 1 to 1.
    This will show the first document - which is always the petition.
  • Click the [Next] button to continue.
     

 

STEP 11 The Select the appropriate event(s) screen will be displayed.X
(See Figure 11.)


 Figure 11.

  • Since you filtered-in only document #1, it is shown and automatically checked. If your filter
    had brought in multiple documents, then click in the box next to document #1.
     
  • Click the [Next] button to continue.

 

STEP 12 The Modify Docket Text screen will be displayed. (See Figure 12.)

 

Figure 12.

  • No enhancement is needed.
  • Note the inclusion of the document this event referred to: the petition.
  • Click the [Next] button to continue.

 

STEP 13 The Final Docket Text screen is presented.
(See Figure 13.)


 Figure 13.

  • Final chance to review and return to previous screens for any corrections.
  • Click on the Next button to continue.

 

STEP 14 The Notice of Electronic Filing (NEF) is then displayed.
(See Figure 14.)


Figure 14

  • Clicking on the case number hyperlink on the Notice of Electronic Filing will present the docket report for this case. Attorney users will be presented with a PACER login screen to access these features.
  • Clicking on the document number hyperlink will present the PDF image of the application just filed. Attorney users will be presented with a PACER login screen to access these features. One free look at the document is afforded each e-mail participant.
  • It is highly recommended that you save a copy of this notification for your records. To print a copy of this notice click the browser [Print] icon.

 

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