General Civil Case Cover Sheet - Preparation Worksheet - Montana

MONTANA CIVIL COURT AND FORM LOCATOR WORKSHEET

DO NOT FILE THIS WORKSHEET.

The current Montana Judicial Branch civil-forms portal organizes forms by court level and proceeding. It does not identify one statewide general civil cover sheet that can be used across District Court, Justice Court, City Court, Municipal Court, small claims, probate, family, and specialty proceedings.

Use this worksheet to locate and transcribe the form or electronic fields accepted for the specific court and case.

1. Court identification

Official locator: Montana Court Locator

Do not select a court from the amount, claim label, or party preference alone. Record the authority, current order, or clerk/counsel confirmation supporting the selection.

Court-selection authority or confirmation: [________________________________]

Checked by / date: [________________________________] / [__/__/____]

2. Proceeding and filing stage

This classification is for locating the accepted form. It does not establish jurisdiction, venue, entitlement to relief, arbitration treatment, or a filing deadline.

3. Current official or local form

Start with the Montana Judicial Branch Civil Forms page, then check the selected court's local rules and clerk instructions.

• ☐ Downloaded the form from the official court or clerk source.
• ☐ Confirmed that the form applies to this court and filing stage.
• ☐ Checked for a newer revision, replacement form, or local cover sheet.
• ☐ Did not treat this worksheet as the court-issued form.

4. Caption and party transfer

Copy information from the pleading and controlling case record into the accepted form.

5. Accepted category and code transfer

Do not use the former template's invented tort, contract, property, family, probate, and arbitration menu. Enter only a category or code appearing on the current accepted form or filing system.

6. Filing-control checklist

Each item above requires its own current authority or clerk instruction. This worksheet supplies no default deadline, fee, service method, arbitration threshold, email-service consent, or privacy rule.

7. Privacy and sensitive information

• ☐ Reviewed the selected court's current privacy and public-access rules.
• ☐ Removed or protected sensitive information as those rules require.
• ☐ Used a current official sensitive-data form if the court requires one.
• ☐ Confirmed whether the sensitive-data form is filed, lodged, sealed, or handled separately.

Do not place protected identifiers in this worksheet.

8. Final handoff

• ☐ Correct court and clerk confirmed.
• ☐ Current accepted form or system fields confirmed.
• ☐ Caption and parties match the pleading.
• ☐ Only official or local categories and codes were used.
• ☐ Filing method, fee, deadline, process, and service were separately verified.
• ☐ Privacy review completed.
• ☐ This worksheet will not be filed.
• ☐ Montana counsel or the clerk reviewed unresolved items.

Prepared by: [________________________________]

Reviewed by: [________________________________]

Review date: [__/__/____]

Unresolved filing questions:

[____________________________________________________________]

Official starting points

• Montana Judicial Branch — Civil Forms
• Montana Judicial Branch — Court Locator
• Montana Judicial Branch — E-Filing Instructions

END OF NONFILING WORKSHEET