TITLE:

FOR COURT USE ONLY

GC-051

DECLARANT (Name):

INSTITUTION (Name):

ADDRESS:

STREET ADDRESS:

MAILING ADDRESS:

CITY AND ZIP CODE:

BRANCH NAME:

(Name):

TELEPHONE: 

FAX (Optional):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF

GUARDIANSHIP

CONSERVATORSHIP     OF 

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

CASE NUMBER:

MINOR

CONSERVATEE

NO FILING FEE

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.

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

Financial institution (name):
Branch (name):

(street address): 
(city and zip code):

(telephone):

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

(1)
(2)
(1)
(2)
(3)

New account opened on (date): 
Account number:
Existing account changed on (date): 
Account number:  Before change:
Name on account before change (state each name):

reflecting the guardianship or conservatorship.

to reflect the guardianship or conservatorship.
After change:

c.

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

5.

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

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

reflecting the guardianship or conservatorship.

New safe-deposit box number or current number after change: 
This institution 
(If you checked "has," complete item 5e.)

has

has not    been given access  to the safe-deposit box identified above. 

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.

(TYPE OR PRINT NAME OF AUTHORIZED OFFICER)

(SIGNATURE OF AUTHORIZED OFFICER)

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—Guardianships and Conservatorships)

Page 1 of 1

Probate Code, § 2892
www.courtinfo.ca.gov

(cid:96)

1.
2.

3.

4.

a.

b.

a.
b.

c.
d.

e.

Date: