APPELLATE/TRIAL COURT
CONFIDENTIAL
DOCUMENT FORM
CASE RECORDS
Rev. 12/2017
Public Access Policy of the Unified Judicial System of Pennsylvania:
Case Records of the Appellate and Trial Courts
_______________________________ _________________________________
(Party name as displayed in case caption) Docket/Case No.
Vs.
___________________________________ _____________________________________
(Party name as displayed in case caption) Court
This form is associated with the pleading titled ___________________________, dated _________________, _____.
Pursuant to the Public Access Policy of the Unified Judicial System of Pennsylvania: Case Records of the Appellate and Trial Courts, the
Confidential Document Form shall accompany a filing where a confidential document is required by law, ordered by the court, or is
otherwise necessary to effect the disposition of a matter. This form shall be accessible to the public, however the documents attached will
not be publicly accessible, except as ordered by a court. The documents attached will be available to the parties, counsel of record, the
court, and the custodian. Please only attach documents necessary for the purposes of this case. Complete the entire form and check all
that apply. This form and any additional pages must be served on all unrepresented parties and counsel of record.
Type of Confidential Document
Paragraph, page, etc. where the confidential
document is referenced in the filing:
Financial Source Documents
Tax Returns and schedules
W-2 forms and schedules including 1099 forms or similar documents
Wage stubs, earning statements, or other similar documents
Credit card statements
Financial institution statements (e.g., investment/bank statements)
Check registers
Checks or equivalent
Loan application documents
Minors’ educational records
Medical/Psychological records
Children and Youth Services’ records
Marital Property Inventory and Pre-Trial Statement as provided in Pa.R.C.P. No. 1920.33
Income and Expense Statement as provided in Pa.R.C.P. No. 1910.27(c)
Agreements between the parties as used in 23 Pa.C.S. §3105
I certify that this filing complies with the provisions of the Public Access Policy of the Unified Judicial System
of Pennsylvania: Case Records of the Appellate and Trial Courts that require filing confidential information and
documents differently than non-confidential information and documents.
____________________________________
Signature of Attorney or Unrepresented Party
Date
Name:
Attorney Number: (if applicable) _________________
Address:
Telephone: __________________________________
______________________________________
Email: ______________________________________
204 Pa. Code § 213.81
www.pacourts.us/public-records
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CONFIDENTIAL APPELLATE/TRIAL COURT
DOCUMENT FORM CASE RECORDS
Rev. 12/2017
Instructions for Completing the Confidential Document Form
The following documents are confidential and shall be filed with a court or custodian with the
“Confidential Document Form”:
1. Financial Source Documents as listed on the form
2. Minors’ educational records
3. Medical/Psychological records are defined as “records relating to the past, present,
or future physical or mental health or condition of an individual”
4. Children and Youth Services records
5. Marital Property Inventory and Pre-Trial Statement as provided in Pa.R.C.P. No.
1920.33
6. Income and Expense Statement as provided in Pa.R.C.P. No. 1910.27(c)
7. Agreements between the parties as used in 23 Pa.C.S. §3105
Please only attach documents necessary for the purposes of this case.
Complete the entire form and check all that apply.
This form, and any additional pages, must be served on all unrepresented parties and counsel
of record.
A court or custodian is not required to review or redact any filed document for compliance with the
Public
Access Policy of the Unified Judicial System of Pennsylvania
: Case Records of the Appellate and Trial
Courts. A party’s or attorney’s failure to comply shall not affect access to case records that are otherwise
accessible.
If a filed document fails to comply with the above referenced policy, a court may, upon motion or its own
initiative, with or without a hearing, order the filed document sealed, redacted, amended or any combination
thereof. A court may impose sanctions, including costs necessary to prepare a compliant
document for filing in
accordance with applicable authority.
For each confidential document, list the paragraph, page, etc. where the document is referenced in the
filing. Please note, this form does not need to be filed in types of cases that are sealed or exempted from
public access pursuant to applicable authority (e.g. juvenile, adoption, etc.)