---
title: "Index the figures for a chapter 11 operating report to the United States Trustee"
url: "https://ailawframework.com/practice/insolvency-restructuring-and-bankruptcy/draft-the-statutory-report-to-the-insolvency-regulator/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A8-T1-R7-US"
practice_area: "Insolvency, Restructuring & Bankruptcy"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Index the figures for a chapter 11 operating report to the United States Trustee

> From the debtor’s books, list the month, the receipts, the disbursements, and the bank balance the books state, with the source page. Do not complete a report form.

Canonical page: https://ailawframework.com/practice/insolvency-restructuring-and-bankruptcy/draft-the-statutory-report-to-the-insolvency-regulator/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Insolvency, Restructuring & Bankruptcy](https://ailawframework.com/practice/insolvency-restructuring-and-bankruptcy.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | From the debtor’s books, list the month, the receipts, the disbursements, and the bank balance the books state, with the source page. Do not complete a report form. |
| What the lawyer must review | The United States Trustee Program states that on 21 June 2021, 28 C.F.R. § 58.8 became effective. Chapter 11 debtors in possession and trustees, other than in small business and subchapter V cases, file monthly operating reports and post-confirmation reports on uniform forms in districts where the Program operates. UST Forms 11-MOR and 11-PCR on that page are for reports filed after 30 November 2021. Small business and subchapter V debtors are not subject to that Final Rule. They use Official Form 425C for periodic reporting before confirmation, and they consult the local United States Trustee office for post-confirmation reporting. The forms themselves were not opened, so this version does not describe their fields. The lawyer completes and signs the official form. Bankruptcy Rule 9011(b) is the certification when a document is presented to the court. |
| Written for | United States |
| Applies to | [Draft the statutory report to the insolvency regulator](https://ailawframework.com/practice/insolvency-restructuring-and-bankruptcy/draft-the-statutory-report-to-the-insolvency-regulator.md) |

## Checking plan

- What the AI does: From the debtor’s books, list the month, the receipts, the disbursements, and the bank balance the books state, with the source page. Do not complete a report form.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not generate a look-alike of Form 11-MOR or Form 425C. Use the official form.
- The Program does not operate in every district. The lawyer confirms whether this case is in a United States Trustee district or a Bankruptcy Administrator district.
- A chapter 7 trustee’s report is a different duty. Section 1106 was opened for a chapter 11 trustee and is not this form.

## Sources

- [U.S. Trustee Program, chapter 11 operating reports (28 C.F.R. § 58.8 and Forms 11-MOR, 11-PCR, and 425C)](https://www.justice.gov/ust/chapter-11-operating-reports) (checked 2026-10-22)
- [Federal Rule of Bankruptcy Procedure 9011](https://www.law.cornell.edu/rules/frbp/rule_9011) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [ASIC Form 5601: statutory report by a liquidator to creditors](https://ailawframework.com/precedents/insolvency-restructuring-and-bankruptcy/form-asic-5601-statutory-report-creditors.md) | Form | Yellow | Link to ASIC Form 5601. The form page says it lodges a copy of the liquidator's statutory report to creditors, at the same time as the report is given to creditors. |
| [ASIC Form 5602: annual administration return](https://ailawframework.com/precedents/insolvency-restructuring-and-bankruptcy/form-asic-5602-annual-administration-return.md) | Form | Yellow | Link to ASIC Form 5602. The form page says it shows administration progress and is lodged within three months after the end of the return period. |
| [ASIC Form 5603: end of administration return](https://ailawframework.com/precedents/insolvency-restructuring-and-bankruptcy/form-asic-5603-end-of-administration-return.md) | Form | Yellow | Link to ASIC Form 5603. The form page says it lists receipts and payments at the end of the administration and is lodged within one month after that end. |

Signed-in accounts can read the full text of each one.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*