Get Proof Of Restricted Account From Depository Or Financial Institution ; Pbc91f. Proof Of Restricted

This guide provides clear, step-by-step instructions on how to complete the PROOF OF RESTRICTED ACCOUNT form online. By following these instructions, users can ensure accurate and efficient completion of this important document.

Follow the steps to fill out the PROOF OF RESTRICTED form effectively.

1. Click the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by filling out the 'Person Filing' section. Include your name, address (if not protected), city, state, zip code, telephone number, email address, lawyer’s bar number, and licensed fiduciary number as applicable.
3. Indicate whether you are representing yourself without a lawyer or if you are an attorney for the petitioner or respondent.
4. In the next section, specify the name of the protected person for whom the conservatorship is being created. Include the case number as assigned by the court.
5. Complete the 'Name of Depository' and 'Address of Depository' sections by providing the relevant financial institution’s information.
6. List the account(s) opened for the protected person. Specify the type of account and provide the last four digits of the account number, noting other digits as 'X'. Include the balance for each account.
7. Acknowledge that withdrawals of principal, income, or interest require a certified order from the Superior Court, and note any conditions for reinvestment and release of funds, especially concerning minors.
8. Date the form and include your printed name and title. If applicable, record the state and county where the document is being notarized.
9. After completing the form, save your changes. You may choose to download, print, or share the completed form as needed.

Complete the PROOF OF RESTRICTED ACCOUNT form online to ensure compliance with court requirements.