Get Bstatementb Of Trustee Coogan Blocked Btrustb Account - Bizparentz

Completing the statement of trustee for a Coogan blocked trust account is a straightforward process that ensures compliance with California Family Code Section 6753. This guide will provide clear instructions to help you navigate the form effectively and efficiently, enabling you to fulfill your responsibilities as a trustee for a minor's trust account.

Follow the steps to complete the form accurately online.

1. Press the ‘Get Form’ button to access the statement of trustee form and open it in your online document editor.
2. In the recipient section, provide the minor's employer's name, address, city, state, and zip code.
3. In the section acknowledging the establishment of the blocked trust account, fill in the name of the beneficiary (minor) and the official name of the account.
4. Enter the name of the trustee, who is typically the parent or guardian of the minor.
5. List the name of the financial institution where the trust account is held.
6. Include the full address and phone number of the financial institution.
7. Fill in the account number designated for the blocked trust account.
8. Sign the form in the trustee signature section, ensuring that all information is correct and complies with California Family Code.
9. Indicate the date of execution of the statement.
10. Make sure to include the deposit instructions for the minor's employer, specifying the first and any subsequent deposits to be sent to the financial institution, including its name, branch, address, phone number, account number, routing number, and name of the account.
11. Review all entries for accuracy, then proceed to save, download, print, or share the completed form as needed.

Start filling out the statement of trustee form online to ensure proper management of the trust account.