Safe Deposit Box Inventory Form. Inventory form for safe deposit box contents 2025

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Accessing the safe deposit box then requires adherence to state probate laws. Eligible individuals include spouses, parents, adult descendants, or those named as personal representatives. Only specific documents, such as wills and life insurance policies, can be accessed before Letters of Administration are issued.
The Safe Deposit Box Inventory (DFS-UP-155) form must be used to inventory the contents for a safe deposit box. The form must be sent along with the remittance of the safe deposit contents. Safe deposit contents must be received by the Department 120 to 180 days after the report due date.
Certain itemssuch as firearms, explosives, or illicit substancesmay violate bank policies or legal regulations if stored in a safe deposit box, says McGuinn. However, banks do not verify the contents of your safe deposit box when items are placed inside or taken out privately, making the restrictions unenforceable.
The number of deposit boxes in the U.S. has dropped significantly, in tandem with a decades-long decline in bank branches exacerbated by the pandemic. Many large banks are scaling back or even eliminating the service, citing high maintenance costs and reduced demand.
Good things to store in your safe deposit box are important items you wont need frequent access to, including: Personal papers, such as original birth certificates, adoption papers, marriage licenses, and citizenship papers. Copiesbut not the only copiesof wills and powers of attorney.

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Youll also want to leave out any items that are uninsured or perishable in nature. Firearms or Explosives. Drugs. Hazardous Materials. Items Banned in Your State. Uninsured Valuables. Perishable Goods.

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