Notice of Opening or Changing a Guardianship or Conservatorship Account or Safe Deposit Box
California · Judicial Council of California · Effective July 1, 2005
This form is used by a financial institution to tell the court when a guardian or conservator opens a new bank account or changes an existing one, or when they change a safe deposit box. It requires the bank's authorized officer to sign the statement.
The court describes it as: A financial institution uses this to tell the court when a guardian or conservator opens or changes the bank account or safe deposit box of a minor or conservatee.
Where this fits in a case
General & infoInformation / general use — not tied to one step of a case
This form is used by a bank or other financial institution when they are dealing with an account or safe deposit box belonging to a minor or conservatee under a guardian or conservator.
Prepared by the court or clerk.
Official instructions
How-to guides published by the court for this form.
Common questions
- Who fills out this form?
- The form must be filled out and signed by an authorized officer of the financial institution. Great care must be taken to include the required information about the account or box. Great care must be taken to include the required information about the account or box.
- What does this form tell the court?
- It tells the court if a guardian or conservator has opened or changed an account or safe deposit box. It records details like account numbers, dates, and the names involved.
- Is there a filing fee?
- The form text indicates that there is no filing fee.
Revision history
No changes recorded since we started tracking this form on October 9, 2026. The current version took effect July 1, 2005.
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