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Yes! You can use AI to fill out Form MC 97, Protected Personal Identifying Information

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Form MC 97, Protected Personal Identifying Information, page 1
Moderate · 49/100Form Complexity Index

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What this form asks for

The AI fills all of it, from your answers or your documents.

Form MC 97 is a legal document required by Michigan courts to safeguard sensitive personal data in legal proceedings. It allows parties to file necessary information like dates of birth, Social Security numbers, and financial account details without making them part of the public record, in compliance with court rule MCR 1.109. 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 fields30
Pages1
Sections16
Tables and lists1
Form Complexity IndexModerate, 49/100

The AI checks your answers before you download

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

Case Identifier Presence

Checks that the 'Case Number' is provided and that at least one party identifier ('Plaintiff's/Petitioner's name' and 'Defendant's/Respondent's name', OR 'In the matter of') is filled. This is critical for associating the protected PII with the correct court case. A failure means the form cannot be correctly filed and will be rejected.

Associated Public Document Name Required

Validates that the 'Name of form/document that this MC 97 is being filed with' field is not empty. This field is essential as it links the confidential information on this form to the specific public document where the PII was redacted. Without this link, the court cannot process the filing correctly.

PII Row Name Requirement

Ensures that for any row in the PII section (rows 1-5) where data like DOB or SSN is entered, the corresponding 'Name (required)' field is also filled. This validation is crucial to correctly associate the sensitive information with the specific individual. A submission with PII but no associated name is ambiguous and unusable.

At Least One PII Field Completed

Verifies that the user has provided at least one piece of protected information in either the personal details section (rows 1-5) or the financial section (rows 6-9). Submitting a completely blank form serves no purpose and likely indicates a user error. This check prevents the submission of empty, useless forms.

Date of Birth Format and Plausibility

Checks that any entry in the 'Date of birth' field is a valid date in a recognized format (e.g., MM/DD/YYYY) and is logically plausible. The validation should flag dates that are in the future or unreasonably far in the past (e.g., more than 120 years ago). This ensures data quality and prevents typos from corrupting the official record.

SSN Last 4 Digits Format

Validates that the 'Last 4 digits of SSN' field contains exactly four numeric digits. The form layout 'XXX-XX-____' explicitly asks for the last four digits. This check prevents users from entering a full SSN, which would be a security risk, or incorrectly formatted data that would be unusable.

And 8 more checks
  • Financial Account Pair Completeness
  • Filer Signature and Date Presence
  • Filing Date Validity
  • Case Number Format Validation
  • Court Telephone Number Format
  • Logical Party Identification
  • PII Belongs to Correct Party Type
  • Paragraph Number Is Numeric

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How to Fill Out MC 97 Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the Michigan Form MC 97.
  2. Provide the court and case information at the top, including the case number, judge, and names of the parties.
  3. Specify the name of the public document that this MC 97 form is being filed with.
  4. For each piece of PII, enter the full name of the individual and the specific protected information required (e.g., date of birth, last 4 digits of SSN, driver's license number).
  5. If applicable, list financial institution names and account numbers in the designated section.
  6. Review all entered information for accuracy, then print your name and the date to certify the form.
  7. Download, print, or securely submit the completed form as required for your court filing.

Common Mistakes in Completing MC 97

The ones the AI is built to catch.

Using the Wrong Form for the Individual
This form, MC 97, is exclusively for the PII of a defendant, respondent, or decedent. A common mistake is using it for a plaintiff or petitioner, which requires form MC 97a. This error occurs from not reading the instructions carefully and results in the court rejecting the filing, causing significant delays. Always verify the role of the individual whose information is being filed to select the correct form.
Redundant Disclosure of Protected Information
A critical error is including the same sensitive data (like a birth date or account number) on both this protected form and the public-facing document. This completely defeats the form's purpose of shielding PII from the public record, potentially leading to identity theft. To avoid this, you must use the 'Ref. No.' from this form as a placeholder on the public document instead of the actual data.
Omitting the Associated Public Document Name
Filers often leave the 'Name of form/document that this MC 97 is being filed with' field blank. This happens when filers are in a hurry or don't understand its importance. Without this information, the court clerk cannot link the protected PII to the corresponding public motion or pleading, potentially causing the entire submission to be rejected or misfiled.
Incorrect or Missing Reference Number Usage
This form's system relies on using a reference number (e.g., 'Ref. No. 1') on the public document to point to the PII on this form. People frequently forget to insert the reference number on the public document or use a number that doesn't match the one on this form. This breaks the connection between the documents, making the public filing incomplete and confusing for the court.
Providing More PII Than Necessary
The instructions specify providing 'only the protected PII required for your particular case,' yet many people fill out every field. This over-sharing unnecessarily expands the scope of sensitive data stored in the court file. To prevent this, carefully review the public document you are filing and provide only the specific PII that it requires, leaving other fields on this form blank.
Incorrectly Formatting Social Security Numbers
The form explicitly asks for the 'Last 4 digits of SSN,' but filers often enter the full nine-digit number out of habit. This mistake significantly increases the risk of identity theft if the form is ever mishandled or inadvertently exposed. AI-powered form-filling tools like Instafill.ai can help prevent this by recognizing field requirements and automatically formatting data, such as masking all but the last four digits.
Incomplete Case Caption Information
The top section of the form, which includes the case number, judge, and party names, is often filled out incompletely. This can happen if the filer doesn't have all the information readily available. An incomplete caption can lead to the form being misfiled in the wrong case or delayed while court staff search for the correct file, stalling legal proceedings.
Ambiguous Financial Account Information
When listing financial details, people may write an informal bank name (e.g., 'My Bank') or provide an incomplete account number. This ambiguity makes it impossible for the court or other parties to uniquely identify the account in question. Always use the full, official name of the financial institution and the complete account number as it appears on statements to ensure clarity.
Forgetting to Link Financial Data with the Paragraph Number
The 'Paragraph number' field is designed to link a specific financial account to the exact paragraph where it is mentioned in a public document. Filers often overlook this field, especially in complex financial affidavits. Omitting this link can create confusion and require additional clarification, slowing down the case.
Failing to Complete the Filer's Attestation
It is a common oversight to leave the 'Printed name of individual completing form and date' field blank. This section serves as the filer's certification that the information is correct. An unsigned or undated form may be deemed invalid by the court, leading to its rejection and requiring the filer to resubmit the paperwork correctly.

Frequently Asked Questions About MC 97

 

Is it really free for 7 days?
Yes. You pay $0 today. Cancel before Nov 11 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your MC 97.
Can I fill other forms too?
This plan is for your MC 97: 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 97?
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 97, 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 97 to fill out?
MC 97 has a Form Complexity Index of 49 out of 100, in the moderate tier: 30 fillable fields across 1 page. 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 97, Protected Personal Identifying Information?
This form is used to securely provide sensitive personal information, like birth dates or account numbers, to the court without making it part of the public record. It ensures your private data is protected while still meeting court requirements.
Who needs to use this form?
You should use Form MC 97 to provide personal identifying information (PII) for a defendant, respondent, or decedent in a case. If you need to provide PII for a plaintiff or petitioner, you must use Form MC 97a instead.
Is the information I put on Form MC 97 public?
No, this form is nonpublic and is protected from public inspection under Michigan court rules. Its purpose is to keep your personal identifying information confidential and separate from the public case file.
How do I use this form with my other court documents?
Fill out the required personal information on this form, and then on the public document you are filing, write the corresponding 'Ref. No.' (e.g., 'Ref. No. 1') in the space where the personal information would normally go. This links the public document to the private information without exposing it.
Do I have to fill out every single field on the form?
No, you only need to provide the specific personal information that is required by the court for the public document you are filing. For example, if only a date of birth is needed, you only need to complete that field along with the person's name.
What is the difference between Form MC 97 and Form MC 97a?
Form MC 97 is used for the personal information of a defendant, respondent, or decedent. Form MC 97a is used for the personal information of a plaintiff, petitioner, or other individuals involved in the case.
What do I write in the 'Name of form/document that this MC 97 is being filed with' field?
In this field, you should write the title of the main public document you are submitting along with this form. For example, you might write 'Answer to Complaint' or 'Petition for Probate'.
How do I list financial account information?
In the bottom section, provide the name of the financial institution and the full account number. You can also list the paragraph number from your main document that references this account for clarity.
What if I need to list more information than the form allows?
If you run out of space for personal information or financial accounts, you can attach an additional MC 97 form. Simply continue the numbering sequence for your 'Ref. No.' and clearly label the second form as a continuation.
When and how do I submit this form?
You must file this form with the court at the same time you file the public document that requires the protected information. It should be submitted as a separate, nonpublic document alongside your main filing.
Can an AI tool help me fill out this form?
Yes, services like Instafill.ai use AI to help you accurately auto-fill form fields, which can save time and reduce errors. This is especially useful for correctly populating case information and personal details.
How can I fill out Form MC 97 online?
You can use a service like Instafill.ai to upload the form and fill it out online. The platform allows you to type directly into the fields, ensuring your entries are neat and legible before printing for submission.
The PDF version of this form I found isn't fillable. What can I do?
If you have a non-fillable or 'flat' PDF, you can use a tool like Instafill.ai. It can convert the non-fillable PDF into an interactive, fillable form that you can easily complete on your computer.
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