ERISA Case Management Report (PDF); Notice, Consent, and Reference of a Civil Action to a Magistrate Judge (PDF); Court Tags (Use White Paper) (PDF); Defendant Tags (Use Yellow Paper) (PDF); Exhibit List (PDF); Government Tags (Use Blue Paper) (PDF); Joint Tags (Use Green Paper) (PDF); Notice to Pro

=== ERISA Case Management Report (PDF) ===

UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA Choose division Enter name(s), Plaintiffs, v. Enter name(s), Defendants. ___________________________ Case No. Enter case number Case Management Report (ERISA Cases) The goal of this case management report is to “secure the just, speedy, and inexpensive determination of” the action. See Fed. R. Civ. P. 1. Pursuant to Local Rule 3.02(d), this Case Management Report should be used instead of the Uniform Case Management Report. 1. Date and Attendees The parties may conduct the planning conference “in person, by telephone, or by comparable means[.]” See Local Rule 3.02(a)(1). The parties conducted the planning conference on enter date. Enter names attended the conference. 2. Deadlines and Dates The parties request these deadlines and dates: Action or Event Date Deadline for filing of the administrative record (recommended: two months after case management meeting) Enter a date. Deadline for Plaintiff’s Opening Brief (recommended: five months after case management meeting) Enter a date. Deadline for Defendant’s Response Brief (recommended: one month after Plaintiff’s Opening Brief) Enter a date. Deadline for Plaintiff’s Reply Brief (recommended: one month after Defendant’s Response Brief) Enter a date. Deadline for participating in mediation. See Local Rules, ch. 4. (recommended: no later than one month after Plaintiff’s Reply Brief) Enter mediator’s name, address, and phone number. Enter a date. 3. Disclosure Statement Each party as filed a disclosure statement using the required form. ☐ 4. Related Action The parties acknowledge their continuing duty under Local Rule 1.07(c) to ☐ notify the judge of a related action pending in the Middle District or elsewhere by filing a “Notice of a Related Action.” No notice need be filed if there are no related actions as defined by the rule. 5. Consent to a Magistrate Judge “A United States magistrate judge in the Middle District can exercise the maximum authority and perform any duty permitted by the Constitution and other laws of the United States.” Local Rule 1.02(a). With the parties’ consent, a district judge can refer any civil matter to a magistrate judge for any or all proceedings, including a non-jury or jury trial. 28 U.S.C. § 636(c). The Court asks the parties and counsel to consider the benefits to the parties and the Court of consenting to proceed before a magistrate judge. Consent can provide the parties certainty and flexibility in scheduling. Consent is voluntary, and a party for any reason can decide not to consent and continue before the district judge without adverse consequences. See Fed. R. Civ. P. 73(b)(2). The parties do consent and file with this case management report a completed ☐ Form AO 85 “Notice, Consent, and Reference of a Civil Action to a Magistrate Judge,” which is available on the Court’s website under “Forms.” The parties do not consent. ☐ 2 Request for Special Handling The parties do not request special handling. ☐ The parties request special handling. Specifically, describe requested special ☐ handling. Enter party’s name unilaterally requests special handling. Specifically, describe ☐ requested special handling. 6. Certification of familiarity with the Local Rules The parties certify that they have read and are familiar with the Court’s Local ☐ Rules. 7. Signatures Add name of party or counsel If counsel, add name of client Add date of signature Add name of party or counsel If counsel, add name of client Add date of signature Add name of party or counsel If counsel, add name of client Add date of signature Add name of party or counsel If counsel, add name of client Add date of signature Add name of party or counsel If counsel, add name of client Add date of signature Add name of party or counsel If counsel, add name of client Add date of signature 3

=== Notice, Consent, and Reference of a Civil Action to a Magistrate Judge (PDF) ===

AO 85 (Rev. 02/17) Notice, Consent, and Reference of a Civil Action to a Magistrate Judge UNITED STATES DISTRICT COURT for the __________ District of __________ Plaintiff v. Defendant Civil Action No. NOTICE, CONSENT, AND REFERENCE OF A CIVIL ACTION TO A MAGISTRATE JUDGE Notice of a magistrate judge’s availability. A United States magistrate judge of this court is available to conduct all proceedings in this civil action (including a jury or nonjury trial) and to order the entry of a final judgment. The judgment may then be appealed directly to the United States court of appeals like any other judgment of this court. A magistrate judge may exercise this authority only if all parties voluntarily consent. You may consent to have your case referred to a magistrate judge, or you may withhold your consent without adverse substantive consequences. The name of any party withholding consent will not be revealed to any judge who may otherwise be involved with your case. Consent to a magistrate judge’s authority. The following parties consent to have a United States magistrate judge conduct all proceedings in this case including trial, the entry of final judgment, and all post-trial proceedings. Printed names of parties and attorneys Signatures of parties or attorneys Dates IT IS ORDERED: This case is referred to a United States magistrate judge to conduct all proceedings and order the entry of a final judgment in accordance with 28 U.S.C. § 636(c) and Fed. R. Civ. P. 73. Reference Order Date: District Judge’s signature Printed name and title Note: Return this form to the clerk of court only if you are consenting to the exercise of jurisdiction by a United States magistrate judge. Do not return this form to a judge.

=== Court Tags (Use White Paper) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida COURT’S EXHIBIT COURT’S EXHIBIT COURT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: Case Number: v. Date Identified: Date Admitted: v. Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida COURT’S EXHIBIT COURT’S EXHIBIT COURT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted:

=== Defendant Tags (Use Yellow Paper) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida DEFENDANT’S EXHIBIT DEFENDANT’S EXHIBIT DEFENDANT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: Case Number: Case Number: v. v. Date Identified: Date Admitted: Date Identified: Date Admitted: v. Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida DEFENDANT’S EXHIBIT DEFENDANT’S EXHIBIT DEFENDANT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted:

=== Exhibit List (PDF) ===

UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA ORLANDO DIVISION Plaintiff(s)/Government, v. Defendant(s). ___________________________________/ Case No.:  Evidentiary  Trial  Other ________________________________ Exhibit No. Date Identified Date Admitted Witness Description of Exhibit Case No. _____________________ Page ____ of ____ Pages EXHIBIT LIST—CONTINUATION SHEET Exhibit No. Date Identified Date Admitted Witness Description of Exhibit Case No. ______________________ Page ____ of ____ Pages

=== Government Tags (Use Blue Paper) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida GOVERNMENT’S EXHIBIT GOVERNMENT’S EXHIBIT GOVERNMENT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: Case Number: v. v. Date Identified: Date Admitted: Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida GOVERNMENT’S EXHIBIT GOVERNMENT’S EXHIBIT GOVERNMENT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: Case Number: Case Number: v. Date Identified: Date Admitted: v. Date Identified: Date Admitted: v. Date Identified: Date Admitted:

=== Joint Tags (Use Green Paper) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida JOINT EXHIBIT JOINT EXHIBIT JOINT EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida JOINT EXHIBIT JOINT EXHIBIT JOINT EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: Case Number: Case Number: v. v. Date Identified: Date Admitted: Date Identified: Date Admitted: v. Date Identified: Date Admitted:

=== Notice to Pro Se Plaintiff (PDF) ===

NOTICE TO PRO SE PLAINTIFF If you are proceeding in a case without the benefit of a lawyer, please read this notice to ensure that you are aware of the rules that you must follow. Your failure to comply with the rules or any court order could result in sanctions, including dismissal of your case. 1. Complying With Rules As an initial matter, you should know that the rules apply to all parties regardless of whether they have a lawyer. See Moon v. Newsome, 863 F.2d 835, 837 (11th Cir. 1989). Those rules are the Federal Rules of Civil Procedure (“Fed. R. Civ. P.”) and the Local Rules of the United States District Court for the Middle District of Florida (“Local Rules”). You can find the Local Rules on the Court’s website, https://www.flmd.uscourts.gov/LocalRules.htm, or in the Clerk’s Office, 801 North Florida Avenue, Tampa, Florida, 33602. Some of the commonly applicable rules are highlighted below. Because other rules also apply, however, you should not rely on this notice as The Court’s website, www.flmd.uscourts.gov, includes additional information for proceeding without a lawyer, including a Guide for Proceeding Without a Lawyer. that you have the duties this case. limiting in 2. Serving the Complaint The service-of-process rules, which are simply the rules that ensure that a defendant has timely received a copy of the complaint (and thus notice that you are suing him), are found in Federal Rule of Civil Procedure 4 and Local Rule 1.07. You must serve each defendant with a copy of the complaint within ninety (90) days after you have filed the complaint. It is your responsibility to timely comply with that rule, and if you do not, your case might be dismissed. If the Court has entered an order allowing you to proceed in forma pauperis under 28 U.S.C. § 1915, the United States Marshals Service will serve the complaint on each of the defendants for you. It is, however, still your responsibility to fill out blank summons forms and send completed ones to the Clerk’s Office so that the Clerk can then give them to the United States Marshals Service. If you have not already received summons forms, you can find them on the Court’s website or by calling the Clerk’s Office, 813-301-5400. If you do not timely send the completed forms to the Clerk, your case might be dismissed. 3. Filing Documents With the Court All of the documents that you file with the Court have to be in the form of a pleading, a motion, a response, or a notice. A pleading is the complaint and any amended complaint, as well as the answer to the complaint and any amended answer to the complaint. A motion is any document in which you ask the Court for something. A response is any document responding to a motion by another party or an order directing a response to a matter. A notice is any document in which you provide pertinent information without asking the Court for something. All of the documents that you file with the Court have to be in separate documents (except for motions and memoranda of law; those must be together in one document). And all of the documents that you file with the Court have to include the following: a. a caption at the top of the first page that has the name of the Court (United States District Court, Middle District of Florida, Tampa Division), the names of the parties, and the case number; b. a title that describes the document (and, if it is a motion, whether the defendant(s) oppose(s) it and whether it is dispositive), starting with your party designation (for example, “Plaintiffs Unopposed Motion for Extension of Time to Respond to Defendant’s Summary Judgment Motion”); c. within any motion (not as a separate document), a legal memorandum with citations to authority that supports your request; d. a certificate (i) stating that you had conferred with the defendant(s) in a good-faith effort to try to resolve the matter before filing the motion; and (ii) explaining whether the defendant(s) agree(s) on the relief that you are requesting in the motion; e. your full name and your original signature; f. a certificate of service certifying that you sent the document to the defendant(s) and specifying the date that you sent the document, how you sent the document (for example, by United States Mail, Federal Express, or hand delivery), and the address to which you sent the document. For more information on filing documents with the Court, please see Federal Rules of Civil Procedure 5–11, and Local Rules 1.05, 1.06, and 3.01. 4. Responding to Motions You must timely respond to any motion filed by any of the defendants unless you do not oppose the relief requested in the motion. If you do not respond to a motion, the Court will assume that you do not oppose the relief requested in the motion. Under Local Rule 3.01(b), you must file any response within fourteen (14) days after it is served. If you miss a filing deadline, you must file a motion asking the Court to allow you to file your response late. 5. Directly Corresponding With the Court Prohibited You may not directly correspond with the Court (or any individual judge) in the form of letters or similar documents. Instead, everything that you submit for the Court’s consideration must be filed through the Clerk’s Office. The Court will not respond to anything that is not filed through the Clerk’s Office, will strike it from the case file, and will return it to you. 6. Legal Assistance Program The Tampa Chapter of the Federal Bar Association operates a Legal Information Program on Tuesdays from 11:00 a.m. to 12:30 p.m. on the second floor (next to the Clerk’s Office) of the Sam M. Gibbons United States Courthouse, 801 North Florida Avenue, Tampa, Florida 33602. - 2 - Through that program, pro se litigants may consult with a lawyer on a limited basis for free. More information at program https://www.flmd.uscourts.gov/pro_se/docs/pro-seLegal_Assist.htm. the Court’s website available about the on is - 3 -

=== Plaintiff Tags (Use Blue Paper) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida PLAINTIFF’S EXHIBIT PLAINTIFF’S EXHIBIT PLAINTIFF’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: Case Number: v. Date Identified: Date Admitted: v. Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida PLAINTIFF’S EXHIBIT PLAINTIFF’S EXHIBIT PLAINTIFF’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: Case Number: Case Number: v. v. v. Date Identified: Date Admitted: Date Identified: Date Admitted: Date Identified: Date Admitted: