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Notice of Opening or Changing a Guardianship or Conservatorship Account or Safe Deposit Box

Notice of Opening or Changing a Guardianship or Conservatorship Account or Safe Deposit Box

 

INSTRUCTIONS: CALIFORNIA NOTICE OF OPENING OR CHANGING A GUARDIANSHIP OR CONSERVATORSHIP ACCOUNT OR SAFE-DEPOSIT BOX (Form GC-051)

 

 

The form discussed in this article must be filed by a California financial institution whenever a guardian or conservator of the estate of a person opens or changes the name on an account or safe-deposit box. This document can be obtained from the website maintained by the California Judicial Branch.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 1: In the first blank box, enter the name and title of the declarant, as well as the institution's name, address and telephone number. Providing a fax number is optional.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 2: In the second blank box, enter the county in which the court is located, as well as its street address, mailing address, city, zip code and branch name.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 3: Indicate whether this concerns a guardianship or a conservatorship with a check mark.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 4: Enter the name of the minor or conservatee.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 5: Indicate whether you entered the name of a minor or a conservatee with a check mark.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 6: Where indicated, enter the case number.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 7: On line 3a, enter the name of the financial institution.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 8: On line 3b, enter the name of the branch, as well as its street address, city, zip code and telephone number.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 9: On line 4, indicate the account status with a check mark next to the applicable statement.

 

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 10: Complete the rest of the form as instructed.

 

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