California taking possession 2026

1. Click ‘Get Form’ to open the California Taking Possession document in the editor.
2. Begin by filling out the personal information section. Enter the name of the minor or conservatee in the designated field, followed by the names of their guardian or conservator.
3. Next, move to the institution information section. Provide the name and type of institution, along with its address.
4. In the asset information section, input the account, policy, or identification number. Specify the type of asset and its value as known on the date Letters of Guardianship or Conservatorship were issued.
5. Ensure that you confirm that Letters of Guardianship or Conservatorship have been presented by checking the appropriate box.
6. Finally, an authorized officer must sign and date the form. Include their printed name, title, and telephone number in the respective fields.

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