Important Note Regarding Use of Application Forms Following Effective Date of Debtor Education Final Rule
On March 14, 2013, the Debtor Education final rule was published in the Federal Register. The rule is available on our public website here. This final rule is effective as of April 15, 2013.
Before submitting a first time application, or applying for annual re-approval, each agency and provider must become familiar with these changes and achieve compliance by updating existing procedures, as necessary. Returning applicants should be aware that, in some cases, this means that checking “No Change” on the application will indicate that the applicant is out of compliance with the final rule. Returning applicants should check their responses to the following sections of the application to confirm compliance with the final rule:
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Debtor Education Application Section
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Item to confirm
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4.2
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Continuing education policy (28 C.F.R. sec. 58.33(d)(1)(ii))
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4.5 – 4.7
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Description of instructional process, including identity verification (28 C.F.R. sec. 58.33(e)(2)), additional substantive materials (28 C.F.R. sec. 58.33(f)(5)), and testing requirement (28 C.F.R. sec. 58.33(g)(3) & (4))
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4.9
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Written standards, procedures, and materials (28 C.F.R. sec. 58.33(f))
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5.1(b)
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Fee discounts (28 C.F.R. sec. 58.33(c)(2))
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5.1(c)
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Manner of disclosing fee discounts (28 C.F.R. secs. 58.33(c)(2)) & 58.33(k)(1))
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5.2 (all)
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Fee waiver policy and manner of disclosure (28 C.F.R. secs. 58.33(k)(2); 58.34(b) & (e))
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6
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Mandatory disclosures (28 C.F.R. sec. 58.33(k))
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| Documents |
| Subject |
Other Formats |
Effective Date |
| Instructions for Application for Approval As a Provider of a Personal Financial Management Instructional Course |
[PDF - 153 KB] |
12/21/2016 |
| Supplemental Instructions for Application for Approval as a Provider of a Personal Financial Management Instructional Course for Accredited Universities and Community Colleges |
[PDF - 23 KB] |
12/21/2016 |
| Application for Approval as a Provider of a Personal Financial Management Instructional Course * |
[PDF/F - 196 KB] |
12/21/2016 |
| Appendix A: Acknowledgments, Agreements, and Declarations in Support of Application for Approval as a Provider of a Personal Financial Management Instructional Course * |
[PDF/F - 34 KB] |
12/21/2016 |
| Appendix B: Judicial Districts * |
[PDF/F - 1.5 MB] |
12/21/2016 |
| Appendix C: Teaching Methods and Business Locations * |
[PDF/F - 1.48 MB] |
12/21/2016 |
| Appendix D: Matrix of Current Teachers * |
[PDF/F - 1.50 MB] |
12/21/2016 |
| Appendix E: Activity Report for Approved Debtor Education Providers * |
[PDF/F - 1.99 MB] |
12/21/2016 |
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* Note: Space for entry of information may be limited in certain fields. If additional space is required to complete an answer, attach a separate page with appropriate identifying information in the top, right-side of page.
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| Federal Judicial Districts Covered by the U.S. Trustee Program |
[PDF - 14 KB] |
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[PDF/F] - Screen Fillable Adobe Acrobat (Use only with Adobe Reader 5.0 and above; the Adobe Reader is available free from Adobe.com)
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Updated December 22, 2016
