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Yes! You can use AI to fill out Form SH-001, Confidential Information Form Under Code of Civil Procedure Section 367.3

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Form SH-001, Confidential Information Form Under Code of Civil Procedure Section 367.3, page 1
Basic · 38/100Form Complexity Index

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What this form asks for

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California Form SH-001, the Confidential Information Form, is a crucial legal document for participants in the state's Safe at Home address confidentiality program. It allows them to file civil court documents using a pseudonym (like Jane Doe) to protect their identity and safety, while confidentially providing their true name and any redacted information to the court and other parties. This process ensures privacy without impeding legal proceedings. 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 fields52
Pages2
Form Complexity IndexBasic, 38/100

The AI checks your answers before you download

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

Ensures Case Number Consistency Across Pages

This check verifies that the 'CASE NUMBER' entered in the header of page 1 is identical to the 'CASE NUMBER' entered in the footer of page 2. Maintaining consistency is crucial for correct document association and filing within the court's case management system. A mismatch could lead to the form being rejected or misfiled, causing delays in the legal proceedings.

Ensures Short Title Consistency Across Pages

This validation confirms that the 'SHORT TITLE' of the case on page 1 matches the 'SHORT TITLE' on page 2. The short title is a key identifier for the case, and consistency ensures that all pages of the document are correctly recognized as belonging to the same filing. Inconsistent titles can cause confusion and potential filing errors.

Mandatory Document Type Selection

Validates that one of the options under item 1, 'The document that this form is being filed with is a (check one):', has been selected. This information is required to contextualize the confidential data for the court clerk and other parties. Failure to select a document type will result in an incomplete form and likely rejection by the court clerk.

Conditional Requirement for 'Other' Document Description

If the 'Other (describe):' option is checked in item 1, this validation ensures that the corresponding text field is not empty. The description is necessary for the court to understand the nature of the accompanying document when it doesn't fit the standard categories. An empty description makes the 'Other' selection meaningless and the filing incomplete.

Conditional Requirement for 'Other' Party Type Description

This check ensures that if the 'Other (describe):' option is selected for the party type in item 2.b, the associated description field is filled out. This clarifies the party's role in the case when it is not a standard plaintiff or defendant. Without this description, the party's standing is ambiguous, which can complicate proceedings.

Validates State Bar Number Format

This check verifies that the 'STATE BAR NUMBER' field contains only numeric characters. A valid State Bar number is essential for identifying and verifying the credentials of the attorney of record. Submitting an invalid or improperly formatted number can lead to rejection of the filing and delays while the attorney's information is corrected.

And 7 more checks
  • Validates Email Address Format
  • Declaration Requirement for Pseudonymous Party
  • Consistency of True Name
  • Validates Signature Date
  • Redacted Information Row Completeness
  • Attachment Count for Additional Redactions
  • Validates 'Attorney For' Field Content

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How to Fill Out SH-001 Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the SH-001 form.
  2. Provide the court and case details, including the county, branch, case number, and short title.
  3. Enter your attorney or personal contact information in the designated section.
  4. Specify the true name of the party, the pseudonym being used, and the type of document this form accompanies (e.g., complaint, answer).
  5. If applicable, list all redacted information by detailing the page, line number, and the exact text that was blacked out on the main document.
  6. Complete the declaration section if you are the party using the pseudonym, including your signature and Safe at Home ID number.
  7. Review all AI-populated fields for accuracy, then download the completed, confidential form for filing with the court.

Common Mistakes in Completing SH-001

The ones the AI is built to catch.

Publicly Filing the Confidential Form
The most critical error is filing this form as a standard public document. The form is explicitly marked 'CONFIDENTIAL' and contains the very information (true name, redacted details) being protected. Publicly filing it completely defeats the purpose of the Safe at Home program's legal protections and can place the participant in danger. To avoid this, filers must follow specific court procedures for submitting confidential documents, which often involves filing under seal. AI-powered tools like Instafill.ai can flag confidential forms and guide users on proper filing protocols to prevent such catastrophic errors.
Omitting the Actual Redacted Text
In Section 3, under 'INFORMATION REDACTED,' filers sometimes describe the type of information removed (e.g., 'phone number') instead of providing the actual text that was blacked out (e.g., '(555) 123-4567'). The purpose of this section is to confidentially provide the court and parties with the exact information that is missing from the public document. Failing to provide the specific text makes the form useless and can lead to court rejection or requests for clarification. Double-check that the exact redacted words, numbers, or phrases are transcribed into this confidential form.
Improper Declaration Signature
The declaration in Section 5 must be signed by the actual party who is a participant in the Safe at Home program, not their attorney or another individual. This declaration is a personal statement made under penalty of perjury confirming their program status. An incorrect signature invalidates the declaration and can jeopardize the party's ability to proceed pseudonymously. The participant must personally sign, date, and print their true name on the form.
Failing to File Concurrently with a Redacted Document
This form is not a standalone document; it must be filed and served alongside a primary document (like a complaint or motion) that contains redactions. People often mistakenly file the redacted document alone, leaving the court and other parties without the necessary confidential information. This leads to confusion and non-compliance with the statute. Always ensure Form SH-001 is prepared and filed simultaneously with any document from which identifying information has been blacked out.
Vague Location of Redacted Information
In Section 3, the form requires the 'page, and item or line number' for each redaction. A common mistake is to provide a vague location, such as 'page 2' or 'in the second paragraph.' This is insufficient and forces the court and opposing counsel to guess where the information was removed. This can delay proceedings and may result in the form being rejected. Always provide a precise location to ensure clarity.
Confusing True Name and Pseudonym
In Section 2, filers may accidentally enter the party's pseudonym (e.g., 'Jane Doe') in the 'True name of party' field. This section is meant to confidentially link the pseudonym to the person's legal name. This error undermines the form's function and can create significant confusion in the court record. The true legal name must be entered in field 2a, and the chosen pseudonym (Jane Doe, John Doe, etc.) selected in field 2c.
Forgetting to Differentiate Multiple 'Doe' Parties
In cases with more than one pseudonymous party (e.g., a mother and child), filers often forget to use an identifying number as instructed in Section 2d. Both parties might be listed simply as 'Jane Doe,' making it impossible to distinguish them in filings. The correct procedure is to assign identifiers, such as 'Jane Doe #1' and 'Jane Doe #2,' and use them consistently. This prevents confusion and ensures the record is clear.
Using the Form in an Ineligible Case
This form is exclusively for cases where a party is an active participant in the California Secretary of State's Safe at Home program under C.C.P. § 367.3. It is sometimes mistakenly used by parties who simply wish to be anonymous for general privacy reasons. Using this form incorrectly can lead to immediate rejection by the court clerk and may require the filer to start over with the proper legal procedure for seeking anonymity, such as a motion to seal or file under a pseudonym for other reasons.
Inconsistent Case Information
Filers often neglect to ensure the 'SHORT TITLE' and 'CASE NUMBER' are filled out identically on both page 1 and page 2 of the form, and that they match the main redacted document being filed. Any discrepancy can cause the confidential form to be misfiled or detached from the main case file, potentially leading to its accidental public disclosure or being lost by the clerk's office. Using a tool like Instafill.ai can prevent this by auto-populating consistent case information across all pages of a document.
Exposing the True Name in the Attorney Section
In the top 'ATTORNEY FOR' field, an attorney might inadvertently list their client's true name instead of their court-approved pseudonym. The instructions explicitly permit using the pseudonym in this section to maintain confidentiality on the first page. This mistake can compromise the party's identity on the first page of a document intended to protect them. The pseudonym (e.g., 'Jane Doe') should always be used in this field once the party is proceeding under C.C.P. § 367.3.

Frequently Asked Questions About SH-001

 

Is it really free for 7 days?
Yes. You pay $0 today. Cancel before Nov 10 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your SH-001.
Can I fill other forms too?
This plan is for your SH-001: 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 SH-001?
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 SH-001, 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 SH-001 to fill out?
SH-001 has a Form Complexity Index of 38 out of 100, in the basic tier: 52 fillable fields across 2 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 SH-001?
This form is used to confidentially provide the court and other parties with the true name and other private information of a party who is enrolled in the 'Safe at Home' address confidentiality program and is using a pseudonym (like Jane Doe) in a civil case.
Who needs to fill out this form?
A Safe at Home participant using a pseudonym must file this form. Additionally, any other party in the case who files a document with information redacted to protect the participant's identity must also file this form.
What is the 'Safe at Home' program mentioned on the form?
The Safe at Home program is an address confidentiality program run by the California Secretary of State. It helps protect victims of domestic violence, stalking, and other crimes by providing a secure substitute address for legal purposes.
When do I need to file Form SH-001?
This form must be filed and served each time a party files a court document that uses a pseudonym or has identifying information blacked out (redacted) to protect a Safe at Home participant.
What kind of information should be redacted from court documents?
You must redact the participant's name, address, age, marital status, phone number, email, and any other 'identifying characteristics' from which their identity could be learned. This redacted information is then listed on Form SH-001.
Is the information I put on this form public?
No, this form is marked 'CONFIDENTIAL'. The information on it is not for public viewing and parties who receive it are legally required to keep the information private.
I am not the Safe at Home participant. What do I do after receiving this form?
You are legally required to keep the participant's true name confidential, use their pseudonym in all future court filings, and redact their identifying information from any documents you file with the court.
How do I fill out Section 3, 'Redacted Information'?
In this section, you must list the specific information that was blacked out from the main document you are filing. You also need to note the page and line number where each redaction occurs.
What if the participant's true name is already in a document that was filed before they used a pseudonym?
The Safe at Home participant must file a separate motion (a formal request) asking the court to seal the records that contain their true name or other identifying information.
Who signs the declaration in Section 5?
Only the party who is an active participant in the Safe at Home program and is using a pseudonym must sign and date the declaration on page 2.
Can I use AI to 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 help prevent mistakes.
How can I fill out Form SH-001 online?
You can use a service like Instafill.ai to upload the form. Its AI-powered platform allows you to fill in the required information accurately and efficiently directly from your web browser.
The PDF of this form I downloaded is not fillable. What should I do?
You can use a tool like Instafill.ai, which can convert flat, non-fillable PDFs into interactive forms that you can complete and save online.
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