California taking possession 2026

1. Click ‘Get Form’ to open the California Taking Possession document in the editor.
2. Begin by filling in the personal information section. Enter the name of the minor or conservatee and the guardian or conservator of the estate.
3. Next, provide institution information. Include 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 or estimated value as required.
5. Confirm that you have presented Letters of Guardianship or Conservatorship that identify you as such for the minor or conservatee.
6. Finally, an authorized officer must sign and date the form, ensuring all provided information is accurate under penalty of perjury.

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