Claims Register Report

 The Claims Register report can be generated from the Reports hyperlink on the CM/ECF Main Menu.
The Claims Register can be displayed and printed using a variety of parameters.

        STEP 1    Click on Reports on the CM/ECF Main Menu. (See Figure 1.)
 
 Figure 1

 

       STEP 2     The Report Menu will then be displayed. (See Figure 2A for attorney filers.)
                                                                                                  (See Figure 2B for limited filing users.)


  Figure 2A.


Figure 2B.

  • Select the Claims Register hyperlink.

 

        STEP 3     If appropriate, the PACER Login screen will display. (See Figure 3.)

PACER_login_screen.jpg (83977 bytes)
Figure 3

Note: This screen will display only if you are not already logged-in to PACER.

  • This screen is for you to enter your PACER login and password. If you do not have a PACER account, please refer to the PACER documentation for CM/ECF.
  • Enter your PACER Login and Password - the Client code is optional.
  • Click on the [Login] button to continue.

 

        STEP 4     The Claims Register information screen displays next. (See Figure 4.)

Reports_claims_register_fig4_parms.jpg (29392 bytes)
Figure 4

  • The Claims Register can be requested by and limited by:
  • Case number,
  • Creditor type        (if they are defined in this case),
  • Creditor number,
  • Creditor name      (be careful and spell correctly),
  • Claim number or number range,
  • Filed or Entered date or date range - note calendar button on date fields.
    (Defaults: from 2 weeks prior to last day of current year.)
  • To view all claims activity for a case, enter only the case number.
  • Claims can be sorted by one or more values:
  • Claim Number,
  • Creditor Name,
  • Filed Date.
  • You can specify a primary and, if desired, a secondary sort field.
  • Click on the [Run Report] button to generate the Claims Register report.

NOTE:    Creditor numbers are assigned by the system when the records are added to the database. They are used internally and also identify creditors on BNC certificates of service.

 

        STEP 5     The Claims Register is displayed. (See Figure 5.)

Reports_claims_register_fig5.jpg (197916 bytes)
Figure 5

(Note: Figure 5 above has a break in the report, indicated by red lines, to show highlights of the report.)

  • The register has two parts; at the beginning is the Claims Register Detail and at the end is the Claims Register Summary.

The Detail section includes:

  • Basic identifying data about the claim:
    • Last Date to File Claims -  Claims bar date set at the §341 Meeting setting or trustee’s asset notice.
    • Last Date to File (Govt) -  Governmental claims bar date set when the petition was filed.
    • Chief Judge, Office and Trustee for the case.
    • Creditor filing claim
    • Claim No:
    • Current Status of the claim - in this case, a Transfer of Claim has been filed and can be viewed by clicking on the Document No. displayed as a hyperlink.
    • Claimant History - will show the originating creditor and any subsequent creditors who may have owned the claim.
  • A new History Section displaying displaying, among other items:
    • A link to the actual claim document (as a hyperlink to the PDF file and any supporting attachments).
    • Any subsequent events that impact the claim - in this case, reference to a Transfer of Claim.

    Note: The hyperlink to the creditor "Acme Party Favors" links to a history for the creditor currently "owning" the claim - including any address changes for that creditor. (See Figure 5b.)


Figure 5b

The Summary section includes:

  • Some additional information including:
    • Total Number Of Claims meeting the parameters used to run this report.
    • Total Amount Claimed for each of the 5 claim categories.
    • The Total amount claimed.
  • To print the Claims Register report, click on the Print icon on the browser toolbar.
  • A register can also be saved by clicking on the Browser's File Menu and selecting Save As...

 

Return to the Topics in Alphabetical Order page.