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Get Petition For Authority To Open Safety Deposit Box
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How to fill out the PETITION FOR AUTHORITY TO OPEN SAFETY DEPOSIT BOX online
This guide provides clear instructions on how to effectively fill out the PETITION FOR AUTHORITY TO OPEN SAFETY DEPOSIT BOX online. Users will find step-by-step guidance tailored to meet their needs, ensuring they can complete the process with confidence.
Follow the steps to fill out the petition correctly.
- Press the ‘Get Form’ button to access the form and open it in your browser or document editor.
- Begin by entering the county where the petition is being filed at the top of the form.
- In the first blank, provide the name of the petitioner, which can be an individual or entity. Fill in the postal address in the subsequent field.
- State the name of the person who has been declared legally incompetent or has passed away. Provide their legal domicile address.
- Indicate the date of death or declaration of incompetency in the specified field.
- Identify the financial institution where the safety deposit box is located, ensuring to fill in the complete name of the institution.
- List the documents you believe are contained within the safety deposit box.
- Clarify your relationship to the deceased or incompetent person by specifying your role in the provided space.
- Select the appropriate proof of death by checking the box next to either a death certificate, obituary, or another document, and provide details if necessary.
- Sign the form where indicated and include the attorney's information if applicable. If the petitioner is self-represented, they will sign in the designated area.
- Complete the verification section to affirm that the petition is truthful and accurate by having the petitioner sign and providing their contact information.
- After filling out all sections, save the completed document, and you can choose to download, print, or share the petition as needed.
Start filling out your PETITION FOR AUTHORITY TO OPEN SAFETY DEPOSIT BOX online today!
Banks will often seal a safe deposit box following the death of an owner (or co-owner). Pursuant to SCPA 2003, An interested party (e.g., spouse, beneficiary, fiduciary) may access the box for certain purposes, (e.g.: inspection of assets, and retrieval of a Last Will and Testament, life insurance, or burial plot).
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