Motion and Order to Transfer Funds and Close Conservatorship less than $4K - Oregon 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the case number at the top of the form. This is essential for identifying your specific conservatorship case.
3. In Section I, input the total value of the conservatorship assets, ensuring it does not exceed $4,000. Attach a recent account statement as proof.
4. For Section II, provide the account number from which funds will be transferred. This ensures clarity on where the funds are coming from.
5. In Section III, fill in details about the newly created UTMA account, including the financial institution's name and custodian's name.
6. Review Section IV carefully, confirming your agreement with all statements regarding fund ownership and usage for the Child’s benefit.
7. Finally, sign and date the form at the bottom. Ensure that any necessary consents are also signed if applicable.

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