Establishing secure connection…Loading editor…Preparing document…

Oregon Judicial Segregated Information Sheet

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Instructions for the UTCR 2.100 Forms

These instructions contain basic information about the UTCR 2.100 forms. These forms appear in many of the packets on the Optional Statewide Family Law Forms website ( www.ojd.state.or.us/familylaw).

WHAT UTCR 2.100 FORM TO USE

Oregon law requires that Social Security numbers be given but kept confidential from the public in dissolution, separation and annulment proceedings filed after January 1, 2004 (ORS 107.840).

SHORT VERSION: The “short version” of the UTCR 2.100 forms are the way in which you comply with this requirement if you do not want to keep other information about yourself confidential (see “Long Version” below).

LONG VERSION: The long version of the UTCR 2.100 forms allows you to protect personal identifying information from disclosure in addition to your social security number. For example, you can protect credit card numbers, bank or other financial account numbers and locations, driver license numbers, maiden names, birth dates, and birthplace. You cannot protect “contact information” such as telephone numbers, personal or business addresses, e-mail addresses, or employer identification and addresses by using this form. IF YOU FEAR FOR YOUR OR YOUR CHILDREN’S SAFETY, you may use a “contact address” or you may be eligible for an order of nondisclosure (see Packet #8).

FILLING OUT THE “SHORT FORM” VERSION OF THE UTCR 2.100 FORM

Page 1 - Affidavit

• On page 1 of the Short Form, in the box under “A. Protected Personal Information” check those boxes for the social security numbers you are protecting. Your social security number, and that of the other party’s, if you know it, and of your child/ren should be protected if you know them.

• Check the appropriate box that applies to you under the “Certificate of Document Preparation.”

• Date, sign and print your name on the bottom of page 1. The “OSB #” will be provided by your attorney if you have one.

Page 2 - Segregated Information Sheet

• You are the “requestor.” Fill out the lines for your name, address, and telephone number. Mark the box for whether you are the “petitioner” or “respondent”. If you are not called the “petitioner” or “respondent” in your other court papers, put what you are called on the “other” line.

• Provide names and social security numbers on the appropriate lines.

FILLING OUT THE “LONG FORM” VERSION OF THE UTCR 2.100 FORM

• Page 1 - Affidavit: In the column marked “A”, describe the TYPE of personal information you want protected BUT DO NOT WRITE THE ACTUAL INFORMATION. For example, if you want to protect your driver’s license number, write “my driver’s license number” but do not write the actual number itself.

Page 1 - Affidavit (Form Entry Fields)

A. Protected Personal Information

Row 1:

Row 2:

Row 3:

Row 4:

Certificate of Document Preparation

Prepared by self

Prepared by non-attorney

Prepared by attorney

Date:

Print Name:

OSB #:

Signature:

• Page 1 - Affidavit: In the column marked “B”, put the applicable law that permits you to keep this information confidential, if you know it.

NOTE: In most cases, you may simply write “Oregon Public Records Law.” The Oregon Public Records Law provides that “[i]nformation of a personal nature such as but not limited to that kept in a personal, medical or similar file....” may be exempt from disclosure if showing this information to the public would be “an unreasonable invasion of privacy.” ORS 109.502(2)

• Page 2 - Affidavit: Write your initials for each of Paragraphs 1 through 6 as follows:

1. Required - Initial #1 and make sure you fill out and give the court clerk the form called “UTCR 2.100 (LONG FORM) SEGREGATED INFORMATION SHEET.”

2. Required - Initial #2 because you will be filing other documents with the court clerk where you or the form itself has the words “Provided by UTCR 2.100 Affidavit” (or something similar to that) in it.

3. Not required - If you want the court clerk to send you a postcard informing you of the court’s response to your request to keep information about yourself confidential, you should initial #3 (not required) AND PROVIDE THE COURT WITH POSTCARD ADDRESSED TO YOURSELF AND STAMPED.

4. Required - Initial #4 showing that you understand that, even though you have requested certain information about yourself be kept confidential, it may still be provided to certain persons and government agencies as required by other Oregon laws, in particular UTCR 2.100(7).

5. May not be required - Initial #5 (may not be required) if you or someone who is not an attorney prepared the UTCR 2.100 Long Form AND ATTACH A “CERTIFICATE OF DOCUMENT PREPARATION.”

6. Required - Initial #6 and mail or deliver a copy of ONLY the “UTCR 2.100 AFFIDAVIT (LONG FORM) REQUEST TO SEGREGATE PROTECTED PERSONAL INFORMATION FROM CONCURRENTLY FILED DOCUMENT” to the other party in your case.

• Page 2 - Affidavit: Date, sign and print your name in the middle of page 2. The “OSB #” will be provided by your attorney if you have one. DO NOT FILL OUT THE BOTTOM PART OF PAGE 2. It is reserved for court use.

• Page 3 - Segregated Information Sheet: You are the “requestor.” In Paragraph #1, fill out the lines for your name, address, and telephone number, and on the line called “Relationship to case”, write whether you are the “petitioner” or “respondent.” If you are a party who is not called the “petitioner” or “respondent” in the court papers, write down what you are called. If you are not a party to the case, indicate why you are involved in the case on this line.

Page 3 - Requestor Information

Requestor Name:

Address:

Telephone Number:

Relationship to case:

• Page 4 - Segregated Information Sheet: In Paragraph #2, in the table provided, write the following:

1. In the column called “Row number used to identify on affidavit” - Go back to page 1 to the box under the column called “A.” For each row marked with a number that you have filled out, put the same number in this column on page 4.

2. In the column called “General - Description of the protected personal information” - Go back to page 1 to the box under the column called “A.” Write the same description for the same row number on page 4.

3. In the column called “Related to (Person’s Name)” - Write the name of the person whose information it is.

4. In the column that begins with “The following is the specific Protected Personal Information to be segregated....” - Write down the actual information, such as the actual social security number, the actual bank account number, the actual birthdate, the actual driver’s license number.

• Page 4 - Segregated Information Sheet: In Paragraph #3, put an “X” if there are additional sheets attached beyond page 4 to your UTCR 2.100 Long Form.

Page 4 - Segregated Information Table

Additional sheets attached:

SUBMITTING THE UTCR 2.100 FORM TO THE COURT

Submit either the UTCR 2.100 SHORT FORM or LONG FORM to the court clerk together with your other court documents.

IMPORTANT: In your court papers, where a social security number or other item of personal information that should be protected appears, write in the phrase:

“Provided by UTCR 2.100 Affidavit.”

Date:

Signature:

Printed Name:

OSB #:

Enter text✕

What the Oregon Judicial Segregated Information Sheet Is

The Oregon Judicial Segregated Information Sheet is a standardized form used to collect case-specific administrative and contact data while isolating sensitive information for limited distribution. It organizes party names, counsel, case numbers, and confidentiality flags so court staff and judges can route and process matters without exposing restricted details to unrelated parties.

Why this form matters in Oregon court workflows

Using a Segregated Information Sheet reduces administrative errors, clarifies who must receive case materials, and minimizes exposure of confidential details during initial case processing and internal routing.

Why this form matters in Oregon court workflows

Who typically prepares and relies on this sheet

Courts, attorneys, and self-represented litigants use the form to ensure accurate administrative handling and controlled disclosure of sensitive information.

  • Court clerks and administrative staff who intake filings and control public access to case records.
  • Attorneys and paralegals who must provide accurate contact and service details while flagging confidential information.
  • Self-represented litigants filing pro se who need to identify which details are restricted from public view.

Proper completion helps clerks route filings, supports judicial staff review, and preserves confidentiality required by local rules or protective orders.

Primary roles that interact with the sheet

Court Clerk

Court clerks use the sheet to verify case metadata, ensure required fields are present, and apply access controls in the court record. Accurate entries reduce processing delays and prevent inadvertent public disclosure.

Attorney

Attorneys complete the sheet to provide service addresses, designate counsel of record, and indicate whether filings include confidential exhibits requiring restricted handling under local rules or protective orders.

Required data elements at a glance

Case Number: Court case identifier
Party Names: Full legal names
Counsel Information: Firm, bar number
Service Address: Street, city, state
Confidential Flag: Yes or No
Filing Date: MM/DD/YYYY

Consequences of incomplete or inaccurate entries

Missed Deadlines: May delay case processing
Misidentification: Wrong party service
Privacy Breach: Unprotected disclosure risk
Invalid Filing: Clerk may reject submission
Fee Exposure: Additional filing charges possible
Evidentiary Issues: Documents may be excluded

Common preparation pitfalls to avoid

  • Using informal or abbreviated names that do not match other case documents, which can cause mismatched records and service problems.
  • Failing to flag confidential exhibits or information, leading to unintended public access and potential protective-order violations.
  • Entering inconsistent addresses for the same party across filings, increasing the risk of service failures or returned mail.
  • Overlooking required counsel details such as bar number or firm name, which may delay calendaring and judge assignment.

Core sections included in a professional sheet

A complete Segregated Information Sheet groups administrative fields, service contacts, confidentiality markers, document indexing, routing instructions, and signatures or attestations.

Administrative Fields

Includes case number, court department, filing date, and short case caption to ensure consistent recordkeeping across the docket and internal systems.

Party and Counsel Details

Captures full legal names, mailing and service addresses, email addresses, phone numbers, and counsel bar numbers for accurate service and notice.

Confidentiality Markers

Flags whether portions of a filing are sealed or redacted and identifies which exhibits require restricted handling or in-camera review.

Document Indexing

Lists attachments, exhibit descriptions, and Bates ranges where applicable so clerks and parties can quickly identify and retrieve referenced materials.

Routing Instructions

Specifies whether documents should be sent to chambers, assigned to a calendar, or routed to a specific judicial assistant for in-person or e-file review.

Signature and Attestation

Includes the preparer’s name, contact details, signature line, and date to confirm who completed the sheet and to support accountability in case processing.

Step-by-step: completing and submitting the sheet

Follow these sequential steps to prepare, verify, and submit the Segregated Information Sheet to the correct court office or e-filing portal.

  • 01
    Gather Information: Collect case number, party names, counsel details, and exhibits before starting.
  • 02
    Mark Confidential: Identify and flag confidential exhibits and attach supporting orders.
  • 03
    Verify Entries: Double-check names, addresses, and dates for consistency across filings.
  • 04
    Submit: File with the clerk or upload via the court’s e-filing system and retain a stamped receipt.

Where to send the completed sheet

Submit according to court-specific practice: either deliver to the court clerk’s intake desk, include with a paper filing, or upload through the court’s e-filing portal where available.

  • Clerk Intake: Deliver paper or in-person submission at the court clerk’s office during business hours.
  • E-Filing Portal: Upload via the county or statewide e-file system when electronic filing is permitted.
  • Chambers Routing: If requested, route confidential materials directly to chambers per judge’s instruction.
  • Service Copies: Provide service copies to opposing counsel or parties as required by local rules.

Configuring a digital workflow for the sheet

Standardize an electronic workflow to capture fields, authenticate signers, and route copies to court staff and counsel automatically.

Field Configuration
Authentication Email verification or SMS code for submitter
Routing Auto-send to clerk and counsel after signature
Confidential Handling Apply restricted access flag and store separately
Audit Trail Capture timestamps, IPs, and signer identity

How to share and distribute the sheet securely

Choose delivery methods that comply with court rules and protect confidential data during transmission.

  • Email Delivery: Use encryption for confidential attachments
  • E-Filing Systems: Upload through court-authorized portals
  • Secure File Storage: Store documents in access-controlled repositories

Timing considerations and typical deadlines

Deadlines for providing segregated information vary by proceeding and local rule. Confirm specific timeframes in the court’s rules or local administrative orders.

Initial Filing:

Provide the sheet at time of initial case opening or with the first substantive filing.

Response Window:

Check the applicable rule; many civil responses fall between 14 and 30 days.

Sealing Motions:

File confidentiality requests promptly to avoid premature public disclosure.

Post-Order Updates:

Update the sheet when counsel or contact details change.

Retention Start:

Retention begins on the filing or event date; follow recordkeeping rules.

Key milestones from preparation to archival

Track these milestones to ensure correct processing, protection of confidential materials, and consistent record retention.

01

Prepare Sheet

Complete all fields and attach required supporting documents.

02

Verify and Sign

Confirm accuracy and complete any required attestation or signature.

03

File with Court

Submit via clerk or e-filing portal according to local practice.

04

Archive and Retain

Store final copy in controlled records and follow retention schedule.

How this sheet differs from a standard case information form

Compare the Segregated Information Sheet with a routine case information form to understand confidentiality and routing differences.

Criteria Segregated Info Sheet Standard Case Info
Notarization Required
Contains Confidential Flag
eFile Friendly
Intended Distribution restricted public

eSignature vendor comparison for completing and submitting the sheet

Common eSignature solutions differ by price, bulk send capability, audit trail, HIPAA support, and envelope or session limits; signNow is listed first for direct comparison.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently asked questions about the sheet

Answers to common questions about completion, confidentiality, e-signing, and correcting entries when preparing the Oregon Judicial Segregated Information Sheet.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users