Yes! You can use AI to fill out Form MC 97, Protected Personal Identifying Information
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.
MC 97 is part of the
Michigan court forms category on Instafill.
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Form specifications
| Form name: | Form MC 97, Protected Personal Identifying Information |
| Number of fields: | 30 |
| Number of pages: | 1 |
| Language: | English |
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How to Fill Out MC 97 Online for Free in 2026
Are you looking to fill out a MC 97 form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your MC 97 form in just 37 seconds or less.
Follow these steps to fill out your MC 97 form online using Instafill.ai:
- 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.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
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Frequently Asked Questions About Form MC 97
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.
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.
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.
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.
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.
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.
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'.
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.
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.
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.
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.
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.
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.
Compliance MC 97
Validation Checks by Instafill.ai
1
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.
2
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.
3
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.
4
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.
5
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.
6
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.
7
Financial Account Pair Completeness
For each financial information row (6-9), this check ensures that if a 'Financial institution' name is provided, the corresponding 'Account number' is also provided, and vice versa. An institution name without an account number, or an account number without an institution, is incomplete and unusable information. This check enforces the submission of complete financial records.
8
Filer Signature and Date Presence
Verifies that the 'Printed name of individual completing form and date' field is filled out. This information is required for accountability and to record when the form was prepared. The validation should also ensure the date portion is a valid, properly formatted date.
9
Filing Date Validity
Specifically validates the date portion of the 'Printed name of individual completing form and date' field. It ensures the date is not in the future and is within a reasonable recent timeframe. This prevents accidental entry of an incorrect year or future date, which could cause confusion or legal challenges regarding the timing of the submission.
10
Case Number Format Validation
Checks if the 'Case Number' field conforms to the expected format for Michigan courts (e.g., YY-######-XX). While formats can vary, a pattern match can catch common errors and ensure the number is structured correctly for the court's electronic filing system. This helps prevent misfiling and ensures the document is routed to the correct case file.
11
Court Telephone Number Format
Validates that the 'Court telephone number' field follows a standard US phone number format, such as (XXX) XXX-XXXX or XXX-XXX-XXXX. This ensures the contact information for the court is entered correctly and is usable if contact is necessary. It improves data consistency and reduces the chance of entry errors.
12
Logical Party Identification
Ensures that the form does not contain conflicting party information. For example, if the 'In the matter of' field is filled out (typical for probate/decedent cases), the 'Plaintiff's/Petitioner's name' and 'Defendant's/Respondent's name' fields should ideally be empty, and vice versa. This check helps maintain the logical integrity of the case information based on the case type.
13
PII Belongs to Correct Party Type
Checks that the PII provided is for a defendant, respondent, or decedent as instructed at the top of the form. A system could flag if the name provided in the PII section matches the 'Plaintiff's/Petitioner's name' and prompt the user to confirm, reminding them to use form MC 97a instead. This enforces the form's specific purpose and prevents procedural errors.
14
Paragraph Number Is Numeric
Validates that if a value is entered in the 'Paragraph number' field for a financial account, it is a numeric or simple alphanumeric value (e.g., '5' or '5a'). This field is used to reference a specific paragraph in a public document. Ensuring it's a valid reference format prevents confusing or nonsensical entries.
Common Mistakes in Completing MC 97
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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