Learn how to generate the Projected Compensation Report, which lists the Trustee’s compensation received and projected to be received within a date range.

Learn how to print an SS-4 form if you did not obtain a TIN from the bank.

Learn how to generate Form 3 (Summary Interim Asset Report), a summary listing of all pending asset cases.

Learn how to generate the estate Cash Receipts and Disbursements Record (Form 2), a combination checkbook-journal.

Learn how to generate the Individual Estate Property Record and Report (Form 1), which details all estate assets, both scheduled and unscheduled, and reflects the status of their disposition.

Learn how to generate the Payments to Professionals report, which summarizes disbursements made to “Administrative Claimants,” such as attorneys, auctioneers, bookkeepers, etc.

This report lists all disbursements that are tied to claims and all expenses/disbursements to the estate.

Learn how to generate the Order Approving Proposed Distribution report, a “generic” Order Approving Proposed Distribution which many Panel Trustee offices have found useful to include with their Proposed Distribution.

Learn how to generate the Open Investments Report, which lists all open CD accounts per case.