1. Print and complete forms for your first Financial Counseling AppointmentStatement of Counseling Service (Privacy Policy) What to expect for your appointment Monthly Spending Plan Income and Expenses Schedule of Debts List of your current debts
2. Print and complete these forms if you have a mortgage.Mortgage Information Tell us about your mortgagePrivacy policy for clients with a mortgage - print and bring to your appointment
3. Print and read this form if you are seeking Bankruptcy Counseling and a certificate.Prefiling Bankruptcy Counseling Disclosure - Bankruptcy Counseling appointments only Current Educational Materials available for download CalBudget.PDF