Get Safe Deposit Box Inventory Sheet
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Safe Deposit Box Inventory Sheet online
The Safe Deposit Box Inventory Sheet is a vital document for recording the contents of your safe deposit box. This guide provides clear and detailed instructions for filling out the form online, ensuring that you accurately document your assets and comply with required standards.
Follow the steps to complete the inventory sheet online.
- Click the ‘Get Form’ button to access the Safe Deposit Box Inventory Sheet and open it in your preferred editor.
- Enter the box number in the designated field to identify the specific safe deposit box being inventoried.
- Fill in the date on which you are completing the inventory to ensure the record is up to date.
- State the reason for the inventory. This could be for personal records, estate planning, or legal requirements.
- Provide the name of the bank where the safe deposit box is located.
- Indicate the renter's information, which may include their name and contact details.
- List the quantity of each inventory item, ensuring to include miscellaneous papers, original signed wills, cash, coins, jewelry, and other items as specified.
- For securities, note the face value on the provided line and include any relevant issue names.
- If there are miscellaneous items, describe them in the space provided to clarify what they are.
- Once all fields are completed, you have options to save your changes, download the form for your records, print a hard copy, or share it as needed.
Take the next step in managing your assets by completing the Safe Deposit Box Inventory Sheet online.
Never put these items in a safe deposit box Original copy of wills and trust documents. Cash. Passports. Uninsured valuables. Firearms. Advanced health care directives. Burial instructions. Burial deeds.
Fill Safe Deposit Box Inventory Sheet
Submit inventory list to NCAOC no later than June 30th each year as part of fiscal year closeout activities. Enter the name and address of the financial institution where the safe deposit box is located. Also list the name of person making last entry along with the. And currency and their denominations). That I have inventoried the Safe-Deposit box decedent being Box No. Bank at. NOTE: (1) All information must be typed. No hand written forms will be accepted.
Industry-leading security and compliance
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.