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Administrative Procedures

United States Bankruptcy Court
Eastern District of Wisconsin
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Case Management/Electronic Case Filing
Administrative Procedures
January 27, 2017

 

United States Bankruptcy Court
Eastern District of Wisconsin
 
Case Management/Electronic Case Filing
Administrative Procedures
  1. DESIGNATION OF CASES, PASSWORDS AND REGISTRATION
    1. Designation of Cases
    2. Passwords
    3. Registration
  2. FILING DOCUMENTS
    1. Manner of Filing
    2. Effect of Electronic Filing
    3. Statement of Social Security Number(s) (Local Form B21)
    4. Petitions
    5. Non-Filing Spouse
    6. Creditor Matrix
    7. Exhibits
    8. Filing Documents Under Seal
    9. Tax Documents
  3. NOTICE AND SERVICE OF DOCUMENTS
    1. Notice of Electronic Filing
    2. Consent to Electronic Service and Effect of Notice
    3. Conventional Service
    4. Certificate of Service
    5. Service of Summons
  4. SIGNATURES
    1. Original Signatures
    2. Format
    3. Retention
  5. FEES
    1. Credit or Plastic Cards
    2. Delinquent Fees
    3. Filing Fee Applications
    4. Refund Policy
  6. ORDERS
    1. Manner of Submission - Electronic Filing
    2. Entry of Orders and Service
  7. APPEALS
    1. Documents Required for Appeal - Electronic Filing
  8. PUBLIC ACCESS TO THE CM/ECF SYSTEM
    1. Internet Access with a Password
    2. "Free Look"
    3. Public Access at the Court
    4. Conventional Copies and Certified/Exemplified Copies
    5. Restricted Viewing of Documents

 

ATTACHMENTS

 

CM/ECF
Administrative Procedures

 

  1. DESIGNATION OF CASES, PASSWORDS AND REGISTRATION
    1. Designation of Cases
      The provisions in these Administrative Procedures and any amendments thereto apply to documents filed or submitted on or after February 23, 2004. Revisions have been made in June of 2006 to incorporate updates from the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005. They also govern access to, and use of, the United States Bankruptcy Court for the Eastern District of Wisconsin's Case Management/Electronic Case Filing System ("CM/ECF System" or "System").
    2. Passwords
      Attorneys, United States Trustees, private trustees, and others may register as Filing Users. Registration will permit the user to electronically file and retrieve pleadings and other documents. A user’s password, combined with the user’s login, constitutes the user's signature on any document or pleading submitted electronically through the System.
    3. Registration
      1. Registration Form. Each user must submit a completed ECF Registration Form. A copy of the registration form is attached to these procedures. Registration forms are to be submitted to the Clerk at: Attention: CM/ECF Registration, 517 East Wisconsin Avenue, Room 126, Milwaukee, Wisconsin 53202. Registration can also be made online at the court's website (www.wieb.uscourts.gov). Locate the section titled Information for Attorneys - Training.
      2. Obtaining Login and Password and Maintaining Account. After a user successfully completes ECF training and/or qualifying exercises, the Clerk will issue the user an assigned login and password. Upon receipt, the user should change the assigned password in the System using the "Utilities" feature by selecting "Maintain Your ECF Account." Users are responsible for maintaining their accounts. The Clerk may require users to attend refresher courses or receive additional training after issuance of a password.
      3. Use and Protection of Login. Any login issued for the System should be used exclusively by the registered user or by persons authorized by the registered user. Registered users should not knowingly permit a login to be used by anyone who is not authorized to use the login, and no person should knowingly use another user's login unless such person is so authorized.
      4. Password Security. If a user has reason to suspect the login and password have been compromised, it is the user's duty to change the password through the "Change Your Password" option under the "Utilities" function of the ECF System and to inform the Clerk of the suspected compromise, if necessary.
      5. Email Address. Once registered, a user must maintain a current and primary email address to receive e-mail notification from the System in either the primary or additional email address fields. These fields can be modified using the "Utilities" feature by selecting "Maintain Your ECF Account." The Clerk may terminate access to the System for failure to maintain a primary email address.
      6. Bounced E-mail Addresses.
        If an attorney's secondary e-mail address in CM/ECF is bouncing for more than a 48-hour period:
        1. We will delete the secondary email address; and
        2. Notify the attorney by e-mail to the attorney's primary e-mail address that the secondary e-mail address in CM/ECF is invalid and was deleted.
        If an attorney's primary e-mail address in CM/ECF bounces:
        1. As soon as administratively possible, the Clerk's office will contact the attorney or a staff member and notify them of the problem. The Clerk's office will make best efforts to speak directly to the attorney, but will otherwise leave a voicemail message.
        2. We will give the attorney approximately seven (7) days to fix the e-mail address.
        3. If seven days pass and the attorney's primary e-mail address is still bouncing:
          1. We will send a letter notifying the attorney that his/her CM/ECF account will no longer receive electronic notices; and
          2. We will delete the bad primary e-mail address.
      7. Withdrawal from System. A user may withdraw from the System by providing the Clerk with written notice of such withdrawal. Upon receipt of the written notice, the Clerk will cancel the user’s login. Terminating access to the System does not constitute an attorney's withdrawal as the attorney of record for his/her client.
  2. FILING DOCUMENTS
    1. Manner of Filing
      1. Electronic Filing. Electronic Filing is filing through the ECF System by registered users.
      2. Conventional Filing. Conventional Filing is filing documents in paper format, on a floppy diskette, or on a CD-ROM.
    2. Effect of Electronic Filing
      1. Entry on Docket. Electronic transmission of a document to the System, confirmed by the Court's transmission of its Notice of Electronic Filing, constitutes filing a document for purposes of the Federal Rules of Bankruptcy Procedure and the Rules of this Court, and constitutes entry of the document on the docket kept by the Clerk of Court under Fed. R. Bankr. P. 5003.
      2. Official Record. The official record of a document filed or scanned by the Clerk after February 23, 2004, is the electronic record of the document as stored by the Clerk.
    3. Statement of Social Security Number(s) (Local Form B21)
      1. Electronic Filing. The information contained on the form is submitted to the Clerk as part of the process to open a case. There is no need to submit the form.
      2. Amended Statement of Social Security Number(s). When amending, file electronically using the event "Amended Form 21" (the document will be restricted).
      3. No Social Security or Tax ID Number. The social security or tax id number information can be bypassed during the case opening process if the party does not have a number.
    4. Petitions
      Bookmarks. The initial bankruptcy petitions and supporting documents filed must be tagged with bookmarks, clearly labeled, and generated by PDF software to permit navigation to particular documents and schedules.
    5. Non-Filing Spouse
      A specific event has been created to add the name, address and social security number of a non-filing spouse. The event is called Add Non-Filing Spouse and it can be found on the "Bankruptcy" menu, under "Miscellaneous/Other Events."
    6. Creditor Matrix
      Whether filed conventionally or electronically, the creditor matrix must be prepared and filed in accordance with LR 1007 and the Appendix to the Local Rules - Requirements for Filing a Master List (Matrix). Paper matrices are only accepted in extenuating circumstances in U.S. Bankruptcy Court, Eastern District of Wisconsin CM/ECF Administrative procedures accordance with the Appendix to the Local Rules.
    7. Exhibits
      1. Pleadings. For the convenience of the filer and other parties, documents and claims that reference voluminous exhibits, including but not limited to leases, mortgages, promissory notes and the like, may be submitted in summary form. The summary need only include a brief description of the exhibits that are directly germane to the matter under consideration by the Court. The summary should be submitted as part of the document. The actual exhibits must be available to counsel and the Court upon request. The actual exhibits must also be available in the courtroom at any time they are intended to be used as evidence. A sample Exhibit Summary and Certificate of Service is attached to this document (Attachment A-2).
      2. Trial. Exhibits for trial (on an adversary or contested matter) should not be filed with the Clerk. Except as provided in a pretrial order, exhibits should be listed on an Exhibit Summary and delivered to the Judge’s chambers and opposing counsel in paper format at least three business days prior to trial.
    8. Filing Documents Under Seal
      Documents may be filed under seal on motion to the Court. Movant is required to electronically submit two separate filings. Filing (1) consists of a Motion to File Documents Under Seal (example: http://www.wieb.uscourts.gov/index.php/forms/links) and is filed using Motion to Seal (Bankruptcy/Adversary → Motions/Applications → Seal). Filing (2) consists of the actual documents the movant intends to seal and should be filed using Sealed Document (Bankruptcy/Adversary → Motions/Applications → Sealed Document). The documents in (2) are immediately restricted to authorized court personnel only. If the Motion is denied by the Court, the movant will have the opportunity to withdraw the document before the court grants public access to the document. If the Motion is granted, the Court will sign an order confirming the electronic sealing of the document.
    9. Tax Documents
      No tax information filed with the bankruptcy court or otherwise provided by the debtor will be available to the public via the Internet, PACER, or CM/ECF. To file tax information in the system, use the event "Tax Information" which can be found on the "Bankruptcy" menu, under "Other Events" or "Miscellaneous." Local Rule 1007 specifies the information that may be required to be filed with either the court or the case trustee prior to discharge. Debtors providing tax information under 11 U.S.C. § 521 should redact personal information as set forth in the Judicial Conference’s Policy on Privacy and Public Access to Electronic Case Files.
      1. Social Security Numbers. If an individual's social security number is included, only the last four digits of that number should appear.
      2. Names of Minor Children. If a minor child(ren) is/are identified by name, only the child(ren)'s initials should appear.
      3. Dates of Birth. If an individual's date of birth is included, only the year should appear.
      4. Financial Account Numbers. If financial account numbers are provided, only the last four digits of these numbers should appear.
  3. NOTICE AND SERVICE OF DOCUMENTS
    1. Notice of Electronic Filing
      When a document is filed electronically, or filed conventionally and docketed electronically by the Clerk, the System will automatically transmit a "Notice of Electronic Filing" by email to all registered users in the case. The Notice of Electronic Filing will indicate the time of filing the name of the filing party and user, the type of document filed, and the text of the docket entry. The Notice will also contain a hyperlink to the document, allowing the e-mail recipient to view, print, and download the document without fee. A list of those persons who will receive the document electronically through the System and a list of those to whom it will not be sent electronically is also provided in the Notice.
      It is the filer's responsibility to serve by conventional methods any persons required to receive the document, who have not received the document electronically. For example, it is not anticipated that consumer debtors will receive e-mail notification of documents filed in their cases. If the Bankruptcy Rules require the debtor to be served with a document, the filer should use conventional service methods, such as first class mail, to serve the debtor.
    2. Consent to Electronic Service and Effect of Notice
      Pursuant to Fed. R. Civ. P. 5(b)(2)(D), and Fed. R. Bankr. P. 9036, with the exception of service of process under Fed. R. Bankr. P. 7004, registration to file electronically constitutes
      the user’s consent to receive notice and service by electronic means and is a written waiver of service by other means (e.g., first-class mail). For registered users, notice through the ECF System constitutes service of the documents referenced in the Notice of Electronic Filing.
    3. Conventional Service
      When documents are filed conventionally, the filer must serve all documents via firstclass mail or as otherwise permitted by the Federal Rules of Bankruptcy Procedure upon all persons entitled to notice or service.
    4. Certificate of Service
      The certificate of service should indicate on whom the document was served and the manner of service. If service is made through the ECF System, it is sufficient for the certificate of service to state that service was made by the ECF Notice of Electronic Filing and to show the names of those served without listing each user's e-mail address. When service is made through the System on some parties, and by mail, or otherwise on others, the names and manner of service must be delineated.
    5. Service of Summons
      Nothing herein should be construed to eliminate the necessity of serving a summons and complaint in accordance with the Federal Rules of Civil Procedure and the Federal Rules of Bankruptcy Procedure.
  4. SIGNATURES
    1. Original Signatures
      1. Petitions and Other Documents. The user login and password required to submit documents to the System serve as the registered user's signature on the petition and other documents. Their login and password also serve as a signature for the purposes of Fed. R. Bankr. P. 9011, for the rules of this Court, and for any other purpose for which a signature is required in connection with proceedings before the Court. The CM/ECF Login and Password constitutes signature and is fully described in Local Rule 1008.
    2. Format
      1. Electronic Filing
        1. Petitions and Other Documents. The Court does not require "/s/" or other indicia of signature for the attorney and the debtor. The attorney’s login and password serve as the attorney’s signature on the petition and other documents.
      2. Conventional Filing. Documents filed in paper format or on floppy diskette/CDROM must contain signatures.
    3. Retention
      Pursuant to Local Rule 5005.1, documents which must contain original signatures of the debtor(s) or other entities, including those which are: signed under penalty of perjury; require verification under Fed. R. Bankr. P. 1008; or contain an unsworn declaration as provided in 28 U.S.C. § 1746, must be maintained by the filer of the document for a period of five years after the closing of the case unless the Court orders a different period. On request of the Court or when the signature is at issue, the filer must provide original documents for review.
  5. FEES
    1. Credit or Plastic Cards
      Payments will only be accepted through Pay.gov for electronic filers. Detailed information is contained in the Pay.gov Attorney/Trustee Manual.
    2. Delinquent Fees
      When a fee is required with any pleading or document filed electronically, and the fee is not paid with a credit or plastic card, the filer must pay the required fee within 24 hours or the CM/ECF user privileges will be temporarily suspended. If suspended, the user would see a notice and instructions on how to unlock CM/ECF the next time he/she logs onto CM/ECF. The Court may dismiss the case or deny the subject pleading for failure to pay the required fee and the Clerk may revoke the user’s login.
    3. Filing Fee Applications
      When permitted in an individual case, an Application to Pay Filing Fee in Installments or an Application for Waiver of the Chapter 7 Filing Fee may be filed electronically to address the filing fee required for new petitions.
    4. Refund Policy
      Refunds will not be issued for overpayments of less than $10.00. This does not apply to Pay.gov payments.
  6. ORDERS
    1. Manner of Submission - Electronic Filing
      The System will allow electronic submission of all proposed orders through the "Proposed Order" event located in the "Miscellaneous" sub-menu (Bankruptcy or Adversary). Detailed instructions can be found here. These orders must be PDF documents with a three inch margin at the top of the first page for the signature stamp. Further, the PDF order should not contain a signature line and should have five pound signs "#####" centered immediately after the last line of text in the order (see Attachment A-4).
    2. Entry of Orders and Service
      1. Entry. Orders and judgments of the Court will be docketed electronically by the Court in accordance with these procedures. Any order docketed by the Court and transmitted through the ECF System without the original signature of the Judge has the same force and effect as if the Judge had affixed his or her signature to a paper copy of the order.
      2. Service. Upon the entry of an order or judgment, the System will electronically transmit a Notice of Electronic Filing to registered users in the case. The Clerk will serve a copy of the order to the contesting parties and to other entities as the court directs pursuant to Rule 9022. It is the responsibility of the filer to serve any other parties.
  7. APPEALS
    1. Documents Required for Appeal - Electronic Filing
      As with all documents, a notice, certification, or request for certification of an appeal must be filed in PDF format and linked to the order or judgment being appealed. The appellant must also file the designation of record and statement of issues on appeal within the time required by the Federal Rules of Bankruptcy Procedure. If items were entered on the docket prior to February 23, 2004, the appellant and appellee are responsible for delivering paper copies of all documents designated, such as pleadings, exhibits, and transcripts to the Bankruptcy Clerk.
  8. PUBLIC ACCESS TO THE CM/ECF SYSTEM
    1. Internet Access with a Password
      Any person with a valid PACER login and password may access the System at https://ecf.wieb.uscourts.gov/. However, this access is limited to viewing information, as PACER privileges do not constitute filing privileges. A PACER login and password can be obtained by contacting the PACER Service Center at 1-800-676-6856 or online at http://pacer.uscourts.gov.
    2. "Free Look"
      Registered users will not be charged for one "free-look" (i.e., initial retrieval, download, viewing and printing of a document) when a document is accessed directly from the email Notice of Electronic Filing. Users are encouraged to download or print the notice and underlying documents because the link to those documents from the e-mail will only operate once.
    3. Public Access at the Court
      The public will have electronic access to view bankruptcy records at no charge at the Bankruptcy Clerk’s Office (517 E. Wisconsin Ave., Suite 126, Milwaukee, Wisconsin) during regular business hours. A fee will be charged for printed copies.
    4. Conventional Copies and Certified/Exemplified Copies
      Conventional copies and certified/exemplified copies of electronically filed documents may be obtained at the Clerk's Office. The fee for copying, certification, and/or exemplification will be in accordance with the fees imposed by 28 U.S.C. §1930(b).
    5. Restricted Viewing of Documents
      1. No tax information filed with the bankruptcy court or otherwise provided by the debtor will be available to the public via the Internet, PACER, or CM/ECF.
      2. To gain access to a debtor's tax information under 11 U.S.C. § 521(f), the United States trustee, trustee, or party in interest, including a creditor, must follow the procedures set forth below.
        1. A written request that a debtor file copies of tax returns with the court pursuant to 11 U.S.C. § 521(f) shall be filed with the court and served on the debtor and debtor's counsel, if any.
        2. In order to obtain access to debtor's tax information that is filed with the bankruptcy court, the movant must file a motion with the court, which should include:
          1. a description of the movant's status in the case, to allow the court to ascertain whether the movant may properly be given access to the requested tax information,
          2. a description of the specific tax information sought,
          3. a statement indicating that the information cannot be obtained by the movant from any other sources, and
          4. a statement showing a demonstrated need for the tax information.

 

United States Bankruptcy Court
Eastern District of Wisconsin
ELECTRONIC CASE FILING (ECF) SYSTEM
USER REGISTRATION FORM
AND AGREEMENT

The undersigned (hereinafter “user”) agrees to the following conditions for filing electronic documents:

  1. Fed. R. Bankr. P. 9011 requires that every pleading, motion, and other paper (except lists, schedules, statements or amendments thereto) filed with the court be signed by at least one attorney of record or, if the party is not represented by an attorney, by the party. The unique password issued to a user of the ECF system identifies that user to the court each time the user logs on to the ECF system. The use of a user’s password serves as and constitutes the signature of the user, for purposes of Fed. R. Bankr. P. 9011 and all applicable laws, rules of ethics, and standards of conduct, on any document or pleading filed electronically using that user's password. Therefore, the user must protect and secure the password issued by the court. If any reason exists to suspect the password is compromised in any way, it is the duty and responsibility of the user to notify the court immediately. The court will thereafter delete that password from the electronic filing system and issue a new password, if appropriate.
     
  2. The password is a privilege granted solely by the United States Bankruptcy Court for the Eastern District of Wisconsin. At no time will any property interest vest in the user or any other person.
     
  3. Any electronic filing which requires a fee identified in the Bankruptcy Court Miscellaneous Fee Schedule will be collected in a manner detailed in the Administrative Procedures. The user agrees to pay fees timely by the method detailed in the procedures.
     
  4. A user's registration constitutes consent and a request to receive notice by electronic transmission through the CM/ECF system pursuant to Fed. R. Civ. P. 5(b)(2)(D) and Fed. R. Bankr. P. 9036 and 7004. Moreover, the user has not waived the right to object if the electronic service is defective (mis-labeled, unreadable, blank, empty, etc).
     
  5. The user may withdraw this agreement at any time by delivery of a letter of withdrawal to the clerk of the bankruptcy court.
     
  6. The user agrees to abide by the most recent set of Administrative Procedures promulgated by the Court, and all technical and procedural requirements set forth therein.
Type of ECF User: Attorney Trustee Claims Filer Auditor
 
Are you a registered CM/ECF user in another district?: Yes No
     
Name (Please print or type)   Telephone number
     
Signature   Firm/Company name
     
E-mail address(Please print or type)   Mailing address
     
Date   City, State and Zip Code
 
Send completed form to:   Attn: CM/ECF Registration
U.S. Bankruptcy Court
517 East Wisconsin Avenue, Suite 126
Milwaukee, WI 53202

ATTACHMENT A-1

 

UNITED STATES BANKRUPTCY COURT
EASTERN DISTRICT OF WISCONSIN

In re DEBTOR NAME

Debtor(s).

                                      )                        
)
)
)
Case no. ___-________-____
Chapter ____

EXHIBIT SUMMARY AND CERTIFICATE OF SERVICE

The following exhibits are referenced in support of __________________________________________________________ (the motion, pleading, or claim to be filed). These exhibits are available on request:

1 __________________________
2 __________________________
3 __________________________

Signature Block Copy of the summary served this ________
day of ____________, _____, on:

[respondent(s) - motion]
[debtor's attorney and trustee, if claim]

ATTACHMENT A-2

 

United States Bankruptcy Court
Eastern District of Wisconsin

CM/ECF PDF SPECIFICATIONS

Requirements for documents submitted electronically:

  1. Document must be in PDF format.
  2. Only certain fonts are acceptable.
    1. To view Document Fonts, type CTRL/ALT/F. You must click List All Fonts to see Embedded fonts.
    2. Documents should be prepared using the Arial, Courier, Helvetica, Times, Symbol, Times New Roman, or ZapDingbat font (regular, bold, italic, and bold italic).
    3. Other fonts will not process correctly through the BNC.
    4. To view Document Summary, type CTRL/D.
  3. Security must be turned off on PDF.
  4. Page size must be 8.5 inch x 11 inch.
  5. Page orientation must be vertical.
  6. Document must be under 21.5 Megabytes.
  7. Document cannot be password protected.
  8. Document cannot contain embedded links to external websites or documents.
  9. Our system will reject any document containing Remote Approach tracking tags.
    1. Remote Approach is a software program that performs document distribution measurement of PDF files. The software allows document distributors to add special tags to their PDF documents to determine if their PDF documents are being read, downloaded, or forwarded. Remote Approach sends the document distributor a notice each time a document is viewed.

ATTACHMENT A-3

 

United States Bankruptcy Court
Eastern District of Wisconsin

CM/ECF E-FILING OF ELECTRONIC ORDERS

  1. Format of E-Order
    1. Professional quality
      1. Use the proper caption.
      2. Maintain an adequate margin on each page.
      3. Provide adequate line spacing for readability.
      4. Clearly delineate paragraphs.
    2. Document must be in PDF format.
      1. A three inch space must be present at the top of the first page of the order to accommodate the judge's signature, court seal and date.
      2. Center five #'s on the line immediately after the last line of text in the proposed order to indicate the end of the order. For example:

                                                                                                                      #####
         

      3. Only certain fonts are acceptable:
        • (1)  To view Document Fonts, type CTRL/ALT/F. You must click List All Fonts... to see Embedded fonts.
          • (a)  If the order is produced using Adobe Acrobat Writer versions 3 or 4, orders should be prepared using the Courier, Helvetica, or Times New Roman font (regular, bold, italic, and bold italic).
          • (b)  If the order is produced using Adobe Acrobat Writer version 5, orders should be prepared using the Arial, Courier, or Times New Roman font (regular, bold, italic, and bold italic).
          • (c)  Other fonts will not process correctly through either E-Orders or BNC.
        • (2)  To view Document Summary, type CTRL/D
      4. Security must be turned off on pdf.
      5. Page Size must be 8.5 in x 11 in.
      6. E-Orders can not stamp documents which have been created with Adobe Distiller 6.0 default settings. See the steps below to adjust the particular parameters to make Adobe Distiller 6.0 produce a "signable" PDF file:
        • (1)  In Adobe Distiller 6.0
          • (a)  Click Settings.
          • (b)  Click Edit Adobe PDF Settings {A new screen appears}
          • (c)  Click File Options {There will be a line called: Object Level Compression. It will have a drop down menu. There will be two choices Off and Tags Only}
          • (d)  CHOOSE OFF
      7. Page orientation must be vertical.

ATTACHMENT A-4

 

United States Bankruptcy Court
Eastern District of Wisconsin
CM/ECF CASE UPLOAD SPECIFICATIONS

Field Description
1 Record type = stat
2 Company Name (Vendor Software)
3 Version
4 Date Filed
5 Form of Origin (I=individual, c=corporation, p=partnership, o=other)
6 Nature of Business
7 Joint Petition
8 Chapter
9 Fee Status (i=installment, p=pay in full, w=in forma pauperis)
10 Nature of Debt (c=consumer, b=business, o=other)
11 Voluntary/Involuntary (v,i)
12 Reopened (not used at this time, leave blank)
13 Asset Notice (y, n, u)
14 Number of Creditors (A=1-49, B=50-99, C=100-199, D=200-999, E=1,000-5,000, F=5,001-10,000, G=10,001-25,000, H=25,001-50,000, I=50,001-100,000, J=More than 100,000
15 Estimated Assets (A=$0-50,000; B=$50,000-$100,000, . . . )
16 Estimated Liabilities (A=$0-50,000; B=$50,000-$100,000, . . . )
17 Small Business (y,n) - Chapter 11 only
18 Section 1121 (currently ignored)
19 Missing Schedules (reserved for future use)
20 Certification (reserved for future use)
21 Presumption (y,n)
22 Liquidated Debts (y,n)
23 Main/Non-Main (m,n, a)
24 Prior filing within last 8 years (y,n)
25 A/B - Total Real Property
26 A/B - Total Personal Property
27 D - Total Secured Claims
28 E/F - Total Priority Unsecured Claims
29 E/F - Total Non-Priority Unsecured Claims
30 I - Monthly Income
31 J - Monthly Expenses
32 Currently Monthly Income
33 Total Nondischargeable Debt
34 Prepackaged (Y,P,B, or Null)
35 Total Value of Claimed Exemptions
36 Monthly gross wages, salary, commissions for Debtor
38 Monthly Payroll Deduction Debtor
37 Monthly gross wages, salary, commissions for Spouse
39 Monthly Payroll Deduction Spouse
Field Description
40 Monthly Net Income
41 Veteran's Declaration
42 Declaration of Non-consumer Debts
43 Marital/Filing Status (a=unmarried; b=married, not filing jointly, with declaration of separate households; c=married not filing jointly, without declaration of separate households; d=married, filing jointly; null=none of the above
44 Total Currently Monthly Income Debtor
45 Total Currently Monthly Income Spouse
46 Applicable Median Family Income
47 Debtor's Household Size
48 Adjusted Current Monthly Income
49 National Standards: food, clothing, and other items
50 National Standards: health care for persons under 65
51 National Standards: health care for persons 65 or older
52 Local Standards: housing and utilities; nonmortgage/rent expenses
53 Local Standards: housing and utilities; net mortgage/rent expenses
54 Obsolete
55 Local Standards: transportation; vehicle operations/public transportation expense
56 Local Standards: additional transportation expenses
57 Local Standards: local transportation expenses - number of vehicles
58 Local Standards: Net Vehicle 1 ownership or lease expense
59 Local Standards: Net Vehicle 2 ownership or lease expense
60 Expense allowed under IRS expense allowances
61 Education Expenses for Dependent Children
62 Additional Food and Clothing Expense
63 Total Additional Expense Deductions
64 Total Deductions for Debt Payment
65 Total of all Deductions Allowed
66 Monthly Disposable Income
67 60-month Disposable Income
68 Initial Presumption Determination (y,n,u)
69 Total Non-priority Unsecured Debt
70 25% of Total Non-priority Unsecured Debt
71 Secondary Presumption Determination (y,n)
72 Related Case Number
73 Office Code of the Related Case (2=WIEB)
74 Investment Company (y, null)
75 Investment Advisor (y, null)
76 NAICS Code
77 Required to File Periodic Reports (y, null)
78 Shell Company (y, null)

Debtor Record

Field Description
1 Record type = debt
2 Party Role (db, jdb, nfs)
3 First Name
4 Middle Name
5 Last Name
6 Title
7 Generation
8 SSN/ITIN
8 Tax ID/EIN
10 Office Code (2)
11 Address 1
Field Description
12 Address 2
13 Address 3
14 City
15 State
16 Zip
17 County
18 Country
19 Phone Number
20 Pro Se
21 Party Text

Alias Record (one per alias)

Field Description
1 Record type = debt
2 Party Role
3 Alias Type (aka, dba, fka, fdba)
4 First Name
Field Description
5 Middle Name
6 Last Name
7 Title
8 Generation

ATTACHMENT A-5

 

CM/ECF FOR DEBTORS’ ATTORNEYS

Option #1 - Training Class

This Training Class is recommended if you are not currently electronically filing in other bankruptcy districts. These sessions are conducted by the Court Trainer and can be attended either 1) in person at the Clerk’s Office, U.S. Bankruptcy Court, Eastern District of Wisconsin, or 2) via Web Conference. The sessions are free of charge and last approximately 2 hours. After participation in the class, and the successful completion of a hands-on exercise, a login and password for the LIVE database will be issued.  Training is generally conducted on Tuesdays and Thursdays. Contact an Operations Supervisor (Erin Bareis - erin_e_bareis@wieb.uscourts.gov or 414-290-2719 or Amanda Sippel - amanda_e_sippel@wieb.uscourts.gov or 414-290-2710) directly to schedule a training session.

Option #2 - File Documents in the Training Database

If Option #1 is not applicable, we ask that you demonstrate your ability to navigate through CM/ECF proficiently by successfully docketing the following items in our courts TRAINING database located at https://ecf-train.wieb.uscourts.gov/.

Debtors’ Attorneys (using Bankruptcy Preparation Software w/one-touch filing feature):

  1. Open a Chapter 7 case (use Milwaukee County for residence) for an individual debtor (list at least one creditor);
  2. Add a non-filing spouse;
  3. Run the Judge/Trustee Assignment;
  4. File a Certificate of Credit Counseling;
  5. File an Amended Schedule F to add a new creditor (don't forget to add also add the creditor to the mailing matrix);
  6. File a Motion to Dismiss Case with Notice of Motion and Certificate of Service;
  7. File an Affidavit of No Objection; and
  8. Docket a proposed Order (see ATTACHMENT A-4 for formatting requirements).

Debtors' Attorneys (NOT using Bankruptcy Preparation Software):

  1. Open a Chapter 7 case (use Milwaukee County for residence) for an individual debtor (list at least one creditor);
  2. Add a non-filing spouse;
  3. Upload at least one creditor;
  4. Run the Judge/Trustee Assignment;
  5. File a Certificate of Credit Counseling;
  6. File an Amended Schedule F to add a new creditor (don't forget to add also add the creditor to the mailing matrix);
  7. File a Motion to Dismiss Case with Notice of Motion and Certificate of Service;
  8. File an Affidavit of No Objection; and
  9. Docket a proposed Order (see ATTACHMENT A-4 for formatting requirements).

After completion of the hands-on exercise, please contact one of the following individuals:

ATTACHMENT A-6

 

CM/ECF FOR CREDITOR ATTORNEYS

Option #1 - Training Class

This Training Class is recommended if you are not currently electronically filing in other bankruptcy districts. These sessions are conducted by the Court Trainer and can be attended either 1) in person at the Clerk’s Office, U.S. Bankruptcy Court, Eastern District of Wisconsin, or 2) via Web Conference. The sessions are free of charge and last approximately 2 hours. After participation in the class, and the successful completion of a hands-on exercise, a login and password for the LIVE database will be issued. Training is generally conducted on Tuesdays and Thursdays. Contact an Operations Supervisor (Erin Bareis - erin_e_bareis@wieb.uscourts.gov or 414-290-2719 or Amanda Sippel - amanda_e_sippel@wieb.uscourts.gov or 414-290-2710) directly to schedule a training session.

Option #2 - File Documents in the Training Database

If Option #1 is not applicable, we ask that you demonstrate your ability to navigate through CM/ECF proficiently by successfully docketing the following items in our courts TRAINING database located at https://ecf-train.wieb.uscourts.gov/. Our intent is to verify CM/ECF proficiency, not to critique the substance of the sample documents. (Hint: Create Word documents with the following titles and then convert them to PDF documents for filing).

Training documents may be filed in case number 17-24000.

  1. File a Motion for Relief from Stay and Abandonment with Notice of Motion and Certificate of Service.
  2. File an Affidavit of No Objection.
  3. Docket a proposed Order (see ATTACHMENT A-4 for formatting requirements).

After completion of the hands-on exercise, please contact one of the following individuals:

ATTACHMENT A-7

 

CM/ECF FOR LIMITED CREDITOR FILERS

Option #1 - Training Class

This Training Class is recommended if you are not currently electronically filing in other bankruptcy districts. These sessions are conducted by the Court Trainer and can be attended either 1) in person at the
Clerk’s Office, U.S. Bankruptcy Court, Eastern District of Wisconsin, or 2) via Web Conference. The sessions are free of charge and last approximately 2 hours. After participation in the class, and the
successful completion of a hands-on exercise, a login and password for the LIVE database will be issued. Training is generally conducted on Tuesdays and Thursdays. Contact an Operations Supervisor (Erin Bareis - erin_e_bareis@wieb.uscourts.gov or 414-290-2719 or Amanda Sippel - amanda_e_sippel@wieb.uscourts.gov or 414-290-2710) directly to schedule a training session.

Option #2 - File Documents in the Training Database

If Option #1 is not applicable, we ask that you demonstrate your ability to navigate through CM/ECF proficiently by successfully docketing the following items in our courts TRAINING database located at
https://ecf-train.wieb.uscourts.gov/. File samples of documents applicable to the documents you actually expect to file in our court's LIVE database.

Training documents may be filed in case number 17-24000.

Depending on what you intend to file in our district, please choose from the following:

  1. Proof of Claim Form
  2. Amended Proof of Claim Form
  3. Reaffirmation Agreement

After completion of the hands-on exercise, please contact one of the following individuals:

PLEASE NOTE: If your filings are limited to only Proofs of Claim, it is not necessary to register for a CM/ECF account. Creditors are able to file Proof of Claim forms for all chapters electronically without a CM/ECF login and password. Please refer to the "Information for Creditors" section of our court's home page located at www.wieb.uscourts.gov. Then click on the option entitled "File a Claim On-Line."

ATTACHMENT A-8