Form Gc 051 PDF Details

Managing the financial affairs of someone under guardianship or conservatorship involves meticulous documentation and communication with the court. This requirement is embodied in the GC-051 form, a critical document used within the California judicial system. It serves as a notice for when a guardianship or conservatorship account or safe-deposit box is opened or undergoes changes. Financial institutions play a significant role in this process. They are responsible for submitting a detailed statement to the court, which outlines information about any new or modified accounts or safe-deposit boxes under a guardian or conservator's name. This includes the initiation, changes in account details, and even the individuals granted access. The form ensures transparency and provides a layer of security for the financial assets of the ward or conservatee, requiring declarations under penalty of perjury by an authorized officer of the institution. It reflects a system of checks and balances, reinforcing the court's oversight in guardianship and conservatorship cases.

QuestionAnswer
Form NameForm Gc 051
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesgc 051 form, gc051, ca opening changing latest, how to complete a gc 051 form

Form Preview Example

GC-051

 

DECLARANT (Name):

TITLE:

FOR COURT USE ONLY

 

 

 

 

INSTITUTION (Name):

 

 

 

ADDRESS:

 

 

 

TELEPHONE:

FAX (Optional):

 

SUPERIOR COURT OF CALIFORNIA, COUNTY OF

STREET ADDRESS:

MAILING ADDRESS:

CITY AND ZIP CODE:

BRANCH NAME:

GUARDIANSHIP

 

CONSERVATORSHIP OF

(Name):

MINOR

 

CONSERVATEE

NO FILING FEE

CASE NUMBER:

NOTICE OF OPENING OR CHANGING A GUARDIANSHIP OR

CONSERVATORSHIP ACCOUNT OR SAFE-DEPOSIT BOX

NOTE TO FINANCIAL INSTITUTION: When a guardian or conservator of the estate of a person opens or changes the name on an account or a safe-deposit box in a “financial institution” (a bank, a trust, a savings and loan association, a savings bank, an industrial bank, or a credit union), the institution must file a statement with the court having jurisdiction over the proceeding and identified in the Letters of Guardianship or Letters of Conservatorship. The statement must contain the information specified below concerning each new or existing account or safe-deposit box in the institution. The statement must be signed by an authorized officer of the institution.

1.I am an officer of the financial institution identified in this statement, and I am authorized to sign this statement on its behalf.

2.The guardian or conservator presented Letters of Guardianship or Letters of Conservatorship identifying the guardian or conservator of the estate of the ward or conservatee named above.

3.a. Financial institution (name):

b.Branch (name):

 

 

 

 

 

(street address):

 

 

 

 

 

 

(city and zip code):

(telephone):

4.

 

 

Account status (check one; identify additional new or existing accounts on Attachment 4):

 

 

 

 

 

 

 

 

 

 

 

a.

 

 

(1)

New account opened on (date):

reflecting the guardianship or conservatorship.

 

 

 

(2)

Account number:

 

 

b.

 

 

(1)

Existing account changed on (date):

to reflect the guardianship or conservatorship.

 

 

 

 

(2)

Account number: Before change:

After change:

 

 

(3)

Name on account before change (state each name):

 

5.

c. Opening balance of new account or balance of existing account immediately after change: $

 

 

Safe-deposit box status (check one. Identify additional safe-deposit boxes on Attachment 5):

a.

 

 

 

New box rented on (date):

 

reflecting the guardianship or conservatorship.

 

 

 

 

 

 

 

 

 

b.

 

 

 

Existing box rental changed to reflect the guardianship or conservatorship on (date):

c. New safe-deposit box number or current number after change:

d.

This institution

 

has

 

has not

been given access to the safe-deposit box identified above.

 

 

 

(If you checked "has," complete item 5e.)

 

e.

 

 

 

The contents of the safe-deposit box identified above are as follows (list the contents in general terms, such as "currency,

 

 

 

 

 

 

 

coins, jewelry, tableware, insurance policies or certificates, stock certificates, bonds, deeds, and wills"):

6. Name of each person who opened or whose name was added to above-identified account or safe-deposit box (state each name):

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date:

(TYPE OR PRINT NAME OF AUTHORIZED OFFICER)

(SIGNATURE OF AUTHORIZED OFFICER)

Page 1 of 1

Form Adopted for Mandatory Use

Judicial Council of California GC-051 [Rev. July 1, 2005]

NOTICE OF OPENING OR CHANGING A GUARDIANSHIP OR CONSERVATORSHIP ACCOUNT OR SAFE-DEPOSIT BOX

Probate Code, § 2892

www.courtinfo.ca.gov

(Probate—Guardianships and Conservatorships)

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Step 1: Hit the orange "Get Form" button above. It is going to open our editor so that you can start filling out your form.

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In order to complete this form, make sure you provide the information you need in every area:

1. Before anything else, while completing the gc 051, beging with the form section that features the subsequent fields:

gc051 conclusion process shown (step 1)

2. Soon after filling out this step, go to the next stage and enter the necessary particulars in these blank fields - I am an officer of the financial, Financial institution name Branch, street address city and zip code, telephone, Account status check one identify, New account opened on date Account, reflecting the guardianship or, to reflect the guardianship or, Opening balance of new account or, Safedeposit box status check one, a b, c d, New box rented on date Existing, reflecting the guardianship or, and New safedeposit box number or.

Opening balance of new account or, c d, and New account opened on date Account inside gc051

3. Completing Date, cid, TYPE OR PRINT NAME OF AUTHORIZED, SIGNATURE OF AUTHORIZED OFFICER, Form Adopted for Mandatory Use, Judicial Council of California GC, NOTICE OF OPENING OR CHANGING A, CONSERVATORSHIP ACCOUNT OR, ProbateGuardianships and, Page of, and Probate Code wwwcourtinfocagov is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Filling in part 3 of gc051

You can easily make errors when completing your CONSERVATORSHIP ACCOUNT OR, for that reason you'll want to look again before you finalize the form.

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