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Click ‘Get Form’ to open the Safe Deposit Box Inventory (REV-485) in the editor.
Begin with SECTION I: Enter the decedent's last name, first name, middle name, and county file number.
Move to SECTION II: Fill in the requester information including name, address, and signature. Ensure you date this section.
In SECTION III: Provide details about the financial institution where the safe deposit box is located. Include the box number and names of individuals with access.
Proceed to SECTION IV: Indicate if a will is present in the box and list all items found within it. Attach additional sheets if necessary for detailed descriptions.
Finally, complete SECTION V: Certify your inventory by signing and providing your contact information before printing.

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Who has access to your safe deposit box?

The renter and any authorized signers on the rental agreement lease can access your safe deposit box. It is usually a good idea to have someone you trust to be an authorized signer; in case you need them to enter when you cant.

Which financial document should not be kept in a safe deposit box?

Your rental agreement specifies who has access to the box. Anyone else, such as the agent under your power of attorney, will require a court order to gain access. Your power of attorney is only valid during your lifetime.

How do I give someone access to my safe deposit box?

Visit the bank: To give someone access to your safety deposit box, you need to bring them to the bank where your box is located. Sign the contract: Your loved one or friend will then need to sign the banks rental contract as a joint renter.

pa deposit safe box inventory form

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Who owns the contents of a safe deposit box?

As a result, most safe deposit box agreements only govern the use of the box; they do not govern the ownership of its contents. Thus, even if a co-tenant is listed on the safe deposit box agreement, it does not automatically vest ownership of the contents to the survivor, upon the death of one co-lessee.

What documents should be kept in a safe deposit box?

What Should NOT Go in a Safe Deposit Box? Cash. We recommend you keep your money in a savings account, CD or another type of account that can collect interest. Living Wills, Durable Powers of Attorney, Medical Directives Trust Documents.

Does power of attorney give access to a safe deposit box?

The executor or administrator of the estate, or someone with docHubd limited power of attorney to represent the executor or administrator, must be present at the inventory. If the decedent and a surviving joint owner owned the box, the surviving owner should be present.

What happens to a safe deposit box when a person dies?

With a joint bank account, the surviving co-owner automatically inherits the funds. But this is not the case for safe deposit boxes rented by two people. According to federal law, the rental contract terminates upon an owners death. Access and ownership rights must now go through probate court.

Safe Deposit Box Inventory (REV-485) Forms Publications 2026