Note: It is important to complete all steps in this procedure.

Instructions:

1. Scan the Involuntary Petition.
2. Log into CM/ECF.
3. Select Bankruptcy.
4. Select Open Involuntary BK Case.
   • Do not enter a case number.
   • Select appropriate chapter (7 or 11).
   • Joint Petition defaults to "n."
   • Origin defaults to original.
   • There is not an option to list Deficiencies.
     Note: If an Order for Relief is entered, the debtor will be ordered to file schedules.
5. Search for a debtor screen:
   • If provided, enter Social Security Number/tax identification number to search for debtor name in the ECF database; otherwise, enter last name/business name.
     Note: If complete SSN and/or EIN is unknown, enter all zeroes.
   • Party search results:
     • If debtor name appears, select the name from the list and verify debtor information (pop up window).
     • If debtor information is the same, click on “Select name from list” button.
     • If debtor name does not appear, or is not an exact match, click on “Create new party.”
6. Debtor Information screen:
   This screen appears for selected name or creating new party.
   • Complete/Update all appropriate fields for the debtor.
     • If creating a new party, enter complete name.
     • If creating a new party, enter complete Social Security Number/Tax Identification Number.
       Note: If complete SSN or EIN is unknown, enter all zeroes.
       Note: PDF copy of Petition must contain redacted Social Security Number.
     • Enter/update mailing address and County.
       Note: When the debtor(s) currently reside out of district, but resided within the district for the majority of the last 180 days, enter the county that matches their current (out of district) mailing address.
   • Do not add attorney for debtor.
   • Select the “Alias” button if debtor has alias.
     • Complete all appropriate fields for alias(es).
     • Select appropriate Role for alias(es) (aka, dba, fdba, fda).
   • Review debtor information once more before submission; Click Submit.
7. Search for petitioning creditor screen:
   • Enter last name (upper and lower case) to search for first Petitioning Creditor in the ECF database.
     Note: You will add remaining petitioning creditors later.
   • Party search results:
     • If name appears, select the name from the list and verify information (pop up window).
     • If information is the same, click on “Select name from list” button.
     • If name does not appear, or is not an exact match, click on “Create new party.”
8. Petitioning Creditor Information screen:
   This screen appears for selected name or creating new party.
   • Complete/Update all appropriate fields for the debtor.
     • Enter complete name.
     • Include mailing address.
   • Select the "Attorney" button to add attorney for petitioning creditor.
   • Review petitioning creditor information once more before submission.
   • Repeat steps 7 and 8 to enter ALL petitioning creditors. When all petitioning creditors have been added, click End petitioning creditor selection.
9. Refer to jurisdictional map to determine Office. Eau Claire or Madison.
10. Statistical Information Screen:
    • Fee status will default to "paid."
    • Select “consumer” or “business” for Nature of debt.
    • Select “Type of Debtor” such as individual, corporation, etc.
    • Select Nature of business if Nature of debt is business.
    • Review information; Click Next.
11. Browse to select the Involuntary Petition (pdf file)
    Important: PDF copy of Involuntary Petition must contain the redacted Social Security Number.
12. To pay via credit card, leave the receipt field blank and select NEXT to continue filing. Court will enter payment type, (e.g., "check," "cash," or "cc").
13. Warning!! Verify filing entry is correct before submitting the “Final Docket Text.”
14. Save the Notice of Electronic Filing.
15. Court: Write the case number on the original Petition and on any copies to return.
16. Court: Change debtor role to Alleged Debtor [Utilities > Edit Case Participants ]; select modify party; select debtor; change role to Alleged Debtor.
17. Court: If complete SSN or EIN is unknown, enter all zeroes [Utilities > Edit Person Data].
18. Court: Add Judge to case [Bankruptcy > Court Events > Add Judge].
    • If office code is Eau Claire, assign Judge Furay. Exception: Add Judge Ludwig to La Crosse cases.
    • If office code is Madison, assign Judge Furay.
19. Court: Continue to instructions for Issuing the Summons. The Summons is issued the same day the case is filed, if at all possible.
20. Court: Give the check (along with the Petition/file) to the cashier for receipting.

UPDATES:

12/05/18 Under Court: Add Judge to case, corrected "Add Judge Ludwig to La Crosse cases."