Custodial Account Forms

Creating a Custodial Account

Generally

Form Number Form Name
ePC-EGT-1.GM Motion for Release of Assets to be Deposited with a Custodian In Lieu of Bond(PDF, 78KB)
ePC-EGT-1.GME Proposed Entry for Release of Assets to be Deposited with a Custodian In Lieu of Bond(PDF, 133KB)
PC-G-15.5A Guardian's Inventory(PDF, 33KB)

Dispensing with Guardianship

Form Number Form Name
ePC-G-16.0A Application for Dispensing With Appointment of Guardian(PDF, 68KB)
PC-G-16.0B Proposed Entry Dispensing With Appointment of Guardian and Ordering Deposit(PDF, 15KB)

Requesting Distributions from a Custodial Account

Generally

Form Number Form Name
PC-15.7 Household Resource Worksheet(PDF, 173KB)
ePC-G-15.7A Application for Authority to Expend Funds (from Custodial Account) Guardianship(PDF, 194KB)
ePC-G-15.7Ae Proposed Entry for Authority to Expend Funds (from Custodial Account) Guardianship(PDF, 207KB)

From a Trust

Form Number Form Name
PC-15.7 Household Resource Worksheet(PDF, 173KB)
ePC-T-25.9ac Application for Authority to Expend Funds (from Custodial Deposit) Trust(PDF, 167KB)
ePC-T-25.9ce Proposed Entry for Authority to Expend Funds from Custodial Deposit Trust(PDF, 189KB)

Closing a Custodial Account

Generally

Form Number Form Name
ePC-EGT-15.4D Application to Terminate Custodial Account(s)(PDF, 160KB)
ePC-EGT-15.4De Proposed Entry to Terminate Custodial Account(PDF, 161KB)

Ending a Guardianship

Form Number Form Name
PC-15.4B Application to Terminate Guardianship(PDF, 140KB)
PC-15.4Be Proposed Entry Terminating Guardianship(PDF, 139KB)
PC-15.4Cr Receipt and Release of All Claims(PDF, 111KB)

Forms for Financial Institutions

Form Number Form Name
PC-EGT-22.3A Verification of Receipt and/or Deposit of Custodian(PDF, 125KB)
PC-EGT-1.V Custodial Year End Report(PDF, 3MB)
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