Matrix - Uploading Creditors

Note:  If you are uploading creditors because of an amendment to schedules - DO NOT DOCKET MATRIX

Instructions for Amendments

STEP 1   Click on BANKRUPTCY on the CM/ECF Menu Bar or place the mouse on Bankruptcy on the CM/ECF Menu Bar to receive the cascading menu selections.  

STEP 2   Select CREDITOR MAINTENANCE , Upload a list of creditors file

STEP 3   The UPLOAD A FILE screen displays.
                Enter the case number in yy-nnnnn format, including the hyphen.

                NOTE:     If the system prompts that you have entered an invalid case number, click the browser’s [Back] button and enter the correct number.

                Click [Next] to continue.
 

STEP 4   The LOAD CREDITOR INFORMATION screen will display.

                 Use the Browse feature to navigate to the appropriate directory and file of the creditor matrix file. To do this:

                 Click on the [Browse] button to display the FILE UPLOAD screen.

                 Click in the Look In box and select the appropriate drive name.

                 Change Files of type: to Text (*.txt) or All Files.

                 Highlight the appropriate text file with a click of the mouse.

                 For quality assurance, right-click with the mouse and select Open from the pick-list that is displayed. Review the file to verify the below items. Refer to the documentation “CM/ECF Formatting Standards” for more details on these issues.

  • SINGLE COLUMN document.
  • LEFT justified
  • DO NOT use headers, footers or page numbers.
  • Always include CREDITOR NAME, FULL ADDRESS and ZIP CODE.
  • Acceptable typestyles:
    • TIMES NEW ROMAN
    • COURIER
    • COURIER NEW
    • UNIVERSAL 12 POINT
       
  • Use ALL CAPITAL LETTERS
  • DO NOT have any blank spaces before any line of the creditor name or address.
  • CREDITOR NAME should be contained to ONLY the FIRST LINE.
  • CREDITOR ADDRESS can be up to 5 lines with a maximum of 40 characters per line.
  • One BLANK line should exist between parties.
  • Example:
    CREDITOR ONE NAME        (No more than 50 characters and/or spaces)
    CREDITOR ADDRESS LINE #1           (No more than 40 characters and/or spaces)
    CREDITOR ADDRESS LINE #2           (No more than 40 characters and/or spaces)
    CREDITOR ADDRESS LINE #3           (No more than 40 characters and/or spaces)
    CREDITOR ADDRESS LINE #4           (No more than 40 characters and/or spaces)
    CREDITOR ADDRESS LINE #5           (No more than 40 characters and/or spaces)
       ***** ONE BLANK LINE*****
    CREDITOR TWO NAME                   (No more than 50 characters and/or spaces)
    CREDITOR ADDRESS LINE #1           (No more than 40 characters and/or spaces)
    CREDITOR ADDRESS LINE #2           (No more than 40 characters and/or spaces)
    CREDITOR ADDRESS LINE #3           (No more than 40 characters and/or spaces)
    CREDITOR ADDRESS LINE #4           (No more than 40 characters and/or spaces)
    CREDITOR ADDRESS LINE #5           (No more than 40 characters and/or spaces)

  • CITY, STATE AND ZIP should be formatted as below. 
    NOTE: Use Postal Service regulations to determine punctuation except the requirement of a comma after the city, which is a court requirement.

  • A comma after the city, 1 space, two-letter state abbreviations (no period), 1 space, zip code.

  • Zip Code can be entered with or without a hyphen for the Zip + 4.
    Example:
    WILKES-BARRE, PA 18701
    WYOMING, PA 18644
    MENASHA, WI 54952

  • DO NOT list ACCOUNT, PHONE or FAX numbers on the matrix.

  • Do NOT use LINED matrix guides.

  • CITY, STATE AND ZIP should be on the last line. If the address is a country other than the United States, the City, State and Zip should be moved up one line and the country should be on the last line.

  • Do not use symbols. (such as ?, #, @, %)

    HANDY HINT: Use the SHIFT key together with the arrow keys to highlight text or empty lines and spaces you wish to delete. After it is highlighted, press the DELETE key. (There should be 1 blank line between creditor records.) Remove ALL additional blank lines between addresses. Failure to do so may cause important address information to be omitted resulting in non-service of time sensitive documents.
     

                Close by clicking on the “X” in the upper right-hand corner. If you have made any corrections/changes make sure you save the file.

                Double-click the TXT file to select it or click on the [Open] button to select the matrix file which contains the creditor data for the bankruptcy case.

                Click on [Next] to continue.
 

STEP 5   The TOTAL CREDITORS ENTERED screen appears.
                 If the total number of creditors entered is not the same as the total number of creditors you intended to enter, click the browser’s [Back] button and research the error. If the total number of creditors displayed is correct, click on the [Submit] button.
 

STEP 6   The CREDITOR RECEIPT screen displays.
                The information displayed confirms the number of creditors added to the case.
                The program will automatically add the U.S. Trustee as a party to the appropriate chapter cases. 

STEP 7   Proceed to Instructions “Docketing Matrix” (unless you are merely uploading creditors because of an amendment to schedules - then DO NOT DOCKET MATRIX).