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Yes! You can use AI to fill out Form MC-350EX, Petition for Expedited Approval of Compromise of Claim or Action or Disposition of Proceeds of Judgment for Minor or Person With a Disability

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Form MC-350EX, Petition for Expedited Approval of Compromise of Claim or Action or Disposition of Proceeds of Judgment for Minor or Person With a Disability, page 1
Complex · 79/100Form Complexity Index

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What this form asks for

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Form MC-350EX is a California court form used by attorneys to petition for expedited approval of a settlement or judgment proceeds for a minor or a person with a disability. It serves as a faster alternative to the standard Form MC-350, allowing for approval without a court hearing if specific criteria, such as the settlement amount and nature of the claim, are met. This process ensures the settlement is fair and in the best interest of the vulnerable party. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields200
Pages13
Sections85
Tables and lists1
Questions that depend on earlier answers27
Form Complexity IndexComplex, 79/100

The AI checks your answers before you download

12 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Validates Claimant's Age Against Date of Birth

This check ensures the 'Age' entered in item 2c is the correct calculation based on the 'Date of birth' provided in item 2b. It is important for verifying the claimant's legal status as a minor or an adult, which affects how the case is handled. If the age and date of birth do not correspond, the form submission will be flagged for correction to ensure data accuracy.

Ensures All Conditions for Expedited Approval are Met

This validation verifies that all required checkboxes in item 3 (specifically 3a, 3b, 3c, 3d, 3e, 3f, and either 3g(1) or 3g(2)) are marked. These conditions are mandatory for using the expedited MC-350EX form. If any condition is not met, the petitioner is ineligible for expedited approval and must use the standard MC-350 form, so the submission would be rejected.

Verifies Completion of Disability-Specific Fields

If the 'Person with a disability' box is checked in item 2d, this validation confirms that checkboxes 2e ('Has the capacity...to consent') and 2f ('Does not have a conservator') are also completed. This information is critical for determining if the claimant's personal consent is legally required under Probate Code § 3613. An incomplete section prevents the court from making necessary findings and will result in the petition being returned.

Validates Consistency of Total and Itemized Settlement Amounts

This check confirms that the 'Total amount offered' in item 11a is equal to the sum of the individual amounts listed for each defendant in item 11b. This ensures mathematical accuracy and transparency in the settlement figures presented to the court. A discrepancy indicates a data entry error and must be corrected for the petition to be considered.

Verifies Settlement Summary Calculation Accuracy

This validation ensures the arithmetic in the summary section (item 17) is correct. It verifies that item 17e (Total fees and expenses) is the sum of 17b, 17c, and 17d, and that item 17f (Balance for claimant) is the result of subtracting 17e from 17a (Gross amount). This check is vital for the court's review; incorrect calculations will lead to rejection and require resubmission.

Ensures Disposition Amounts Match Net Balance

This check validates that the sum of all monetary amounts entered across the various sub-options in item 19 ('Disposition of balance') equals the 'Net balance of proceeds' specified in item 16 and 17f. This is a critical cross-reference to ensure the entire net settlement is accounted for in the proposed disbursement plan. Any mismatch will halt the approval process until the funds are fully and correctly allocated.

And 6 more checks
  • Confirms Attachment for Attorney's Fees Declaration
  • Verifies Required Documentation for Medicare/Medi-Cal Reimbursement
  • Validates Claimant Signature Requirement for Capable Adults
  • Validates Settlement Amount Against Expedited Approval Cap
  • Ensures Case Number Consistency Across All Pages
  • Requires Petitioner Relationship Specification

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How to Fill Out MC-350EX Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload the MC-350EX form, or select it from a library of court documents.
  2. Provide essential case information, including the court, case name, and case number in the header section.
  3. Identify the petitioner and claimant, specifying their relationship and the claimant's status as a minor or person with a disability.
  4. Carefully complete the 'Qualification for Expedited Approval' section, and provide details about the incident, injuries, and medical treatment received.
  5. Enter the financial details of the settlement, including the total amount, a breakdown of medical expenses, attorney's fees, and other costs.
  6. Specify the proposed disposition of the net proceeds for the claimant, selecting the appropriate options for how the funds will be managed (e.g., blocked account, annuity).
  7. Review the entire completed petition for accuracy, attach all required documents like medical reports and lien agreements, then e-sign and download the final document for court filing.

Common Mistakes in Completing MC-350EX

The ones the AI is built to catch.

Using the Expedited Form (MC-350EX) Improperly
Petitioners often use the expedited MC-350EX form when their case does not meet the strict qualifying criteria outlined in Item 3, such as having a settlement over $50,000, unresolved liens, or placing proceeds into a trust. This mistake happens due to a misunderstanding of the form's purpose. The consequence is an automatic rejection of the petition by the court clerk, causing significant delays and requiring the petitioner to refile using the standard, longer MC-350 form and attend a mandatory hearing.
Inconsistent Financial Calculations Across Sections
A frequent error is inconsistency in the financial figures. For example, the total settlement in Item 11a may not equal the sum of amounts in 11b, or the summary in Item 17 (Gross Amount, Fees, Net Balance) does not arithmetically match the detailed breakdowns in Items 11, 13, and 14. These errors occur from manual calculation mistakes and lead to the court rejecting the petition for correction, delaying the approval and disbursement of funds. AI-powered tools like Instafill.ai can prevent this by performing automatic calculations and cross-field validation to ensure all financial figures are consistent.
Failing to Match Net Proceeds with Disposition Plan
The net balance calculated for the claimant in Item 16 must perfectly match the sum of all amounts being disbursed or deposited in the various options under Item 19. Petitioners often miscalculate or forget to account for all funds, creating a discrepancy. Even a one-cent difference will cause the court to return the petition, halting the process until the figures are reconciled and refiled.
Incomplete or Missing Medical Lien Documentation
Item 13 requires a detailed breakdown of medical expenses and liens, but petitioners often fail to attach the required supporting documents. This includes forgetting the final demand letters from Medicare or Medi-Cal (Item 13b/13c) or neglecting to attach statements from providers (Item 13g). Without this proof, the court cannot verify that all liens have been properly resolved, which is a prerequisite for approval, leading to rejection and requests for further information.
Submitting an Inadequate Attorney's Fee Declaration
The form requires more than just stating the attorney's fee amount in Item 14a; it mandates an attached declaration that explains the basis for the fee, discusses factors from Cal. Rules of Court 7.955(b), and includes the fee agreement. Attorneys frequently overlook this requirement or provide a declaration that is not sufficiently detailed. This will cause the court to question the reasonableness of the fees and delay the petition's approval until a compliant declaration is submitted.
Forgetting to List and Attach All Necessary Documents
The petition references numerous potential attachments for things like doctor's reports (Attachment 9), settlement terms (11c), and medical bills (13g). A common mistake is failing to attach a required document or forgetting to list the total number of attached pages in Item 23. This administrative oversight is a frequent reason for the court clerk to reject the filing outright, forcing the petitioner to reassemble and resubmit the entire package.
Inconsistent Case Header Information
The Case Name, Case Number, and Court information must be entered identically on the top of every single page of the petition and on all associated forms (MC-351, MC-355, MC-356). People often use autofill features that populate old information or make typos on one of the pages. This creates confusion and can lead to documents being misfiled or rejected, delaying the legal process. Using a tool like Instafill.ai ensures this core data is entered consistently across all pages and related forms.
Incorrectly Completing the Proposed Order (MC-351)
The petitioner's attorney typically prepares the Order (MC-351) for the judge to sign. A critical mistake is having any discrepancy between the financial details on the Order and the approved Petition (MC-350EX). All amounts—from the gross settlement to attorney's fees and the final net balance—must match perfectly. A judge will not sign an order that contains inconsistencies, requiring the attorney to correct and resubmit the form.
Failing to File the Blocked Account Receipt (MC-356) on Time
After the court approves the petition and the funds are deposited into a blocked account, the Order (MC-351, Item 9b) requires the petitioner to file the 'Receipt and Acknowledgment' (MC-356) with the court within 15 days. This is a crucial follow-up step that is often forgotten in the post-settlement process. Failure to file this receipt places the petitioner in non-compliance with a court order and can create future legal and administrative problems when trying to access the funds.
Using a Non-Fillable PDF Version of the Form
Many people find these forms online as flat, non-fillable PDFs, leading them to print and fill them out by hand. This often results in illegible handwriting, calculation errors, and missed fields, which are common grounds for court rejection. It also makes correcting a mistake difficult, often requiring the entire form to be filled out again. Tools like Instafill.ai can convert these non-fillable PDFs into interactive, fillable forms, which helps prevent legibility issues and data entry errors.

Frequently Asked Questions About MC-350EX

 

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Yes. You pay $0 today. Cancel before Nov 12 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your MC-350EX.
Can I fill other forms too?
This plan is for your MC-350EX: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
How do I cancel?
From your account, in two clicks, any time. No email, no call.
How does the AI fill out MC-350EX?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of MC-350EX, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is MC-350EX to fill out?
MC-350EX has a Form Complexity Index of 79 out of 100, in the complex tier: 200 fillable fields across 13 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of Form MC-350EX?
Form MC-350EX is used to request expedited, or faster, court approval for a legal settlement or judgment on behalf of a minor or a person with a disability. This streamlined process may allow the court to approve the petition without a formal hearing.
Who is eligible to use the expedited Form MC-350EX?
You can only use this form if you are represented by an attorney and the case meets several strict criteria listed in Item 3. Key requirements include that the settlement is $50,000 or less (or a policy-limit settlement), no funds are going into a trust, and there are no unresolved lien disputes.
What is the difference between Form MC-350EX and Form MC-350?
MC-350EX is for expedited approval without a hearing, but only for qualifying cases represented by an attorney. If your case does not qualify for the expedited process, you must use the standard Form MC-350, which requires a scheduled court hearing for approval.
What happens if the settlement is for more than $50,000?
You may still qualify for expedited approval if the settlement represents the full liability insurance policy limits and the defendants are proven to be judgment-proof otherwise. If not, you must use the standard Form MC-350 and attend a hearing.
What key documents must be attached to this petition?
You must attach several documents, including medical reports detailing the claimant's injuries and recovery (Attachment 9), a copy of your attorney fee agreement and a declaration supporting the fees (Attachment 14a), and final demand letters from lienholders like Medicare or Medi-Cal (Attachment 13).
What is a 'blocked account' and why is it required?
A blocked account is a court-protected, insured bank account that holds the settlement funds for the minor or person with a disability. Funds cannot be withdrawn without a specific court order, which safeguards the money until the minor turns 18 or the court authorizes its use.
What are forms MC-351, MC-355, and MC-356?
Form MC-351 is the Order the judge signs to approve the settlement. Form MC-355 is the Order to Deposit Money into a Blocked Account, which you provide to the bank. Form MC-356 is the receipt the bank completes to confirm the deposit, which you must then file with the court.
Can I use Form MC-350EX if the settlement money is being placed into a special needs trust?
No, you cannot use the expedited form if any portion of the settlement proceeds is to be placed in a trust. In that situation, you are required to use the standard Form MC-350 and seek approval at a court hearing.
How do I report medical expenses and liens in Section 13?
You must list all medical expenses, specify any amounts paid by insurers, and detail any negotiated reductions. It is crucial to attach copies of final demand letters or agreements from lienholders like Medi-Cal, Medicare, or private health plans showing the final reimbursement amount.
What information is required for the attorney's fees section (Item 14)?
You must state the total fee amount and attach a declaration from your attorney that explains the basis for the fee, along with a copy of the signed attorney fee agreement. The declaration should discuss the relevant factors listed in the California Rules of Court.
Can AI tools help me fill out Form MC-350EX?
Yes, services like Instafill.ai use AI to auto-fill form fields accurately and save time. These tools can help you and your attorney populate the form with information from your case files, reducing the risk of errors.
How can I fill this form out online using Instafill.ai?
To fill out the form online, you can upload the PDF to a platform like Instafill.ai. The service will make the document interactive, allowing you to easily type in all the required information before printing the completed form for filing.
The PDF of the form I downloaded is not fillable. What can I do?
If you have a non-fillable or 'flat' PDF, you can use a service like Instafill.ai to help. It can convert the static document into an interactive, fillable form so you can easily complete it on your computer.
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