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Fill and Sign the Of Restricted Account Report Form

Fill and Sign the Of Restricted Account Report Form

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JDF 866SC R6/1 9 ORDER FOR DEPOSIT OF FUNDS TO RESTRICTED ACCOUNT AND ANNUAL FILING OF RESTRICTED ACCOUNT REPORT Page 1 of 2  District Court  Denver Probate Court __________________ County, Colorado Court Address: I n the Interest of: Protected Person/Minor COURT USE ONLY Case Number: Division: Courtroom : ORDER FOR DEPOSIT OF FUNDS TO RESTRICTED ACCOUNT AND ANNUAL FILING OF RESTRICTED ACCOUNT REPORT T he court finds the limited nature of the protected person’s account does not justify the establishment of a conservatorship. It is therefore ordered that ________________________________________ (name of fiduciary ) must open an insured account in a financial or brokerage institution for the sole benefit of the m inor/ protected person. The account must be opened on behalf of the minor/protected person. The account must be opened using the sample title, “____ ( Name of Fiduciary ) as Next Friend/Parent for _____ ( Nam e of Minor/ Protected Person)”. The fiduciary shall deposit $ _______________________ and funds received subsequently into the account. This person may make internal transfers of funds in order to take advantage of changes in interest rates. I t is ordered that, except for internal transfers, the financial institution must not permit withdrawals from the account(s), except by separate certified o rder of this court. I t is ordered that a n A cknowledgment of Deposit of Funds to Restricted Account (JDF 867) must be returned to the court within 45 days. The court further orders that the fiduciary shall file a Motion to Withdraw Funds from Restricted Account (JDF 868) prior to any disbursement of funds. No attorney fees may be paid in this case until the Ack nowledgment form is signed and returned to the Court. I t is further ordered that the fiduciary must file a Restricted Account Report (JDF 896) along with a copy of the most recent bank statement for the restricted account each year on  the minor’s /p rotected person’s birthday __________________________________(date) or  ______________________________(date) . Failure to file an annual Restricted Account Report and bank statement may result in the imposition of sanctions by the court which could include removal of the fiduciary from further duties and an order freezing the restricted account until further order of the court. The court may also order the appointment of a professional fiduciary. JDF 866SC R6/1 9 ORDER FOR DEPOSIT OF FUNDS TO RESTRICTED ACCOUNT AND ANNUAL FILING OF RESTRICTED ACCOUNT REPORT Page 2 of 2 The court further orders: __________________________________________________________________________________________ __________________________________________________________________________________________ ____________________________________________________________________________________ ______ Copies of all future court filings will be provided to the following interested persons: Name Relationship to minor /protected person Minor/ protected person when 12 years or older Parent or adult nearest in kinship Other : Dated: __________________________ ___________________________________________  Judge  Magistrate

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Follow this detailed guide:

  1. Access your account or register for a free trial with our service.
  2. Hit +Create to upload a document from your device, cloud storage, or our form repository.
  3. Open your ‘Of Restricted Account Report’ in the editor.
  4. Select Me (Fill Out Now) to complete the form on your section.
  5. Add and designate fillable fields for others (if necessary).
  6. Proceed with the Send Invite settings to ask for eSignatures from others.
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