Notice Of Opening Or Changing A Guardianship Or Conservatorship Account
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Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Form. This is a California form and can be use in Sacramento Local County.
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Tags: Notice Of Opening Or Changing A Guardianship Or Conservatorship Account, 70, California Local County, Sacramento
CONFIDENTIAL
ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, state bar number, and address)
TELEPHONE NO.:
FOR COURT USE ONLY
FAX NO.: (Optional)
E-MAIL ADDRESS (Optional):
ATTORNEY FOR (Name):
SUPERIOR COURT OF CALIFORNIA, COUNTY OF
STREET ADDRESS:
MAILING ADDRESS:
CITY AND ZIP CODE:
BRANCH NAME:
CONSERVATORSHIP
OF THE
PERSON
OF (Name):
GUARDIANSHIP
ESTATE
NOTICE OF OPENING OR CHANGING A GUARDIANSHIP OR
CONSERVATORSHIP ACCOUNT
CASE NUMBER
NOTE TO FINANCIAL INSTITUTION
Financial Code Sections 765.5 and 6850.5 require a bank, trust company, or savings association to send the court having jurisdiction over a
probate guardianship or conservatorship a copy of the documents that evidence a guardian’s or conservator’s (1) opening of an account for
the guardianship or conservatorship estate, or (2) changing the name of an existing account to reflect the guardianship or conservatorship.
This form must accompany the documents.
1.
Account Information:
a. Depository (name):
(1) Branch:
(2) Address:
b. Name and title on account (specify):
c. Account number (specify):
d. Balance: $
e. Account status (check one):
(1)
This is a new account opened on (date): _____________. (This is not a previous account that was in the name of the minor
or conservatee.)
(2)
This was an existing account that was changed on (date) ____________ to the name of the guardianship or conservatorship.
(i)
(ii)
(iii)
2.
3.
Former name of account (specify):
Former account number:
Closing balance of previous account: $
Guardianship or Conservatorship (check one):
a.
The guardian presented Letters of Guardianship that identify the guardian as the guardian of the estate.
b.
The conservator presented Letters of Conservatorship that identify the conservator as the conservator of the estate.
Documents:
a. I have attached a copy of the documents that evidence (1) opening the new account, or (2) changing an existing
account.
b. Number of pages attached: ___________.
I certify that letters have been presented, that I am authorized to execute this notice, and that the information provided is correct to the best of
my knowledge.
Date:
_____________________________________________________
(Type or print name)
Title:
____________________________________________________
(Authorized signature)
Telephone No.:
NOTICE OF OPENING OR CHANGING A
GUARDIANSHIP OR CONSERVATORSHIP ACCOUNT
Local Form #70
7/1/2002
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