Form 65 — Monthly Income and Expense Statement of the Bankrupt/Debtor and the Family Unit and Information (or Amended Information) Concerning the Financial Situation of the Individual Bankrupt

Coming into force September 18, 2009
(Section 68 and Subsection 102(3) of the Act; Rule 105(4))

This form may not be completed online. It is provided here for reference purposes only.


(Title Form 1)

Checkbox Original Checkbox Amended

Information concerning the monthly income and expense statement of the bankrupt/debtor and the family unit, financial situation of the bankrupt/debtor and bankrupt's obligation to make payments required under section 68 of the Act to the estate of the bankrupt are as follows:

Monthly Income Bankrupt/
Debtor
Other members of the family unit Total
Net employment income Line    
Net pension/annuities Line    
Net child support Line    
Net spousal support Line    
Net employment insurance benefits Line    
Net social assistance Line    
Self-employment income Line    
Gross LineNet Line    
Other net income
(Such as amounts received as damages for wrongful dismissal, as pay equity settlement, or that relate to workers' compensation)
(Provide details Line)
     
Total Monthly Income $Line(1) $Line(2)*  
 
Total Monthly Income of the Family Unit ((1) + (2))     $Line(3)
 
Monthly Non-Discretionary Expenses
Child support payments Line    
Spousal support payments Line    
Child care Line    
Health condition expenses Line    
Fines/penalties imposed by the Court Line    
Expenses as a condition of employment Line    
Debts where stay has been lifted Line    

Other expenses
(Provide details Line)

Line    
 
Total Monthly Non-Discretionary Expenses $Line (4) $Line (5)  
 
Total Monthly Non-Discretionary Expenses of the Family Unit ((4) + (5))     $Line(6)
 
Available Monthly Income of the Bankrupt/Debtor ((1) - (4)) $Line (7)    
 
Available Monthly Income of the Family Unit ((3) - (6))     $Line(8)
 
Bankrupt's/Debtor's Portion of the Available Monthly Income of the Family Unit ((7) / (8) X 100)     % Line(9)

* If one or more members of the bankrupt's/debtor's family unit have refuse to divulge this information, please provide details as required by paragraph 6(3) of Directive No. 11R2.

Monthly discretionary expenses: (Family unit)
Housing expenses Rent/mortgage/hypothec Line
Property taxes/condo feesLine
Heating/gas/oil Line
Telephone Line
Cable Line
Hydro Line
Water Line
Furniture Line
Other Line
Personal expenses Smoking Line
Alcohol Line
Dining/lunches/restaurants Line
Entertainment/sports Line
Gifts/charitable donations Line
Allowances Line
Other Line
Non-recoverable medical expenses Prescriptions Line
Dental Line
Other Line
Living expenses Food/grocery Line
Laundry/dry cleaning Line
Grooming/toiletries Line
Clothing Line
Other Line
Transportation expenses Car lease/payments Line
Repair/maintenance/gas Line
Public transportation Line
Other Line
Insurance expenses Vehicle Line
House Line
Furniture/contents Line
Life insurance Line
Other Line
Payments To the estate Line
To secured creditor Line
(Other than mortgage and vehicle) Line
Other Line
Total Monthly Discretionary Expenses (Family Unit) - $Line(10)
Monthly Surplus or (Deficit) Family Unit ((8) - (10)) =$Line(11)

Information (or amended information) concerning the financial situation of the individual bankrupt

Payments to the estate as per agreement
Number of persons in household family unit, including bankrupt: Line
 
Total amount bankrupt has agreed to pay monthly
Line (12)
Amount bankrupt has agreed to pay monthly to repurchase assets
(Provide details) Line
Line (13)
Residual amount paid into the estate ((12) - (13))
Line (14)
Payments required by Directive No. 11R2 (Surplus Income)
Monthly amount required by Directive No. 11R2 (Surplus Income) based on percentage established on line (9)
Line (15)
Difference between (14) and (15)
Line (16
Other applicable comments (If amount on line (14) is less than amount on line (15),
explain why the required payments are not being made: Line)

Amendment or material change (If the information relates to a material change or an amendment, provide details: Line )

 

Dated at Line, this Line day of Line.

Line
Trustee

Line
Bankrupt/Debtor

 

Notes: In a joint assignment, only one form is required and each debtor's monthly income and non-discretionary expenses have to be explained in detail.

If a copy of this Form is sent electronically by means such as email, the name and contact information of the sender, prescribed in Form 1.1, must be added at the end of the document.


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