Entering Client Information and Other Names (AKAs)

Your client's identifying information and any other names they've used are both entered on Form 101 (Voluntary Petition) inside the Schedules Builder — not on the client's Glade profile.

Overview

Form 101 is the first form in the Bankruptcy Schedules questionnaire. It holds the debtor's legal name, address, and Social Security number, plus every other name the debtor has used in the last 8 years. The name you enter here is the name that flows through to your schedule headers, the case caption, and the creditor matrix — so it needs to match what you intend to file, even when the client's Glade profile shows something different.

How It Works

1. Open the case: From your dashboard, open the client's workflow and click the Bankruptcy Schedules Questionnaire task.
2. Go to Form 101: Select Form 101: Voluntary Petition in the section list. It covers Case Identification and Parts 1–7.
3. Enter the debtor's information: In Part 1, enter the full legal name, address, and Social Security number for Debtor 1. On a joint case, a second column or set of fields appears for Debtor 2 — enter the spouse's information there.
4. Add other names (AKAs): Still in Part 1, use the other-names question to add each name the debtor has used in the last 8 years. Add one entry per name. Debtor 1 and Debtor 2 have their own separate lists — a spouse's maiden name goes on Debtor 2's list, not Debtor 1's.
5. Review the case caption: Check the Case Identification section so the name on your generated schedules matches Part 1.

Key Details

• Include trade names and DBAs. Form 101 asks for married names, maiden names, and any business names the debtor has done business under, going back 8 years.
• Delete empty rows. An other-names entry with no name in it can cause problems when the petition is filed. If you add a row and don't use it, remove it before submitting.
• Importing from a credit report can populate names. From the three-dot menu at the top of the questionnaire, choose Import data from credit report, then Import selected data (advanced) and select Debtor name & aliases. Importing replaces what's already in that category rather than merging, so use it before you've entered names by hand.
• Review imported aliases. Credit reports sometimes list the debtor's own name, a spelling variant, or a business entity as an alias. Delete anything that isn't a real AKA before filing.
• The Glade profile name is separate. Updating the client's contact record doesn't change the petition. Form 101 is the source for the filed forms.

FAQ

Q: My client goes by a nickname. Does that belong here?
A: Only if they've actually used it as a name — for example, on accounts or contracts. Form 101 asks for other names used, not informal nicknames.

Q: Where do the AKAs appear once entered?
A: On Form 101 itself, and on the case caption and creditor matrix generated from the petition.

Q: Do I need to re-enter names on each schedule?
A: No. The schedules pull the debtor name from Form 101, so entering it once carries it through the petition package.

Q: An alias appeared that I didn't type. Where did it come from?
A: It most likely came from a credit report import. Open the other-names question in Part 1 and delete any entry that isn't correct.