Restricted Accounts

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About restricted accounts

In a guardianship or conservatorship, the judge could order that the protected person's money be deposited in a restricted account.

A restricted account will not let anyone withdraw money without a court order. Getting a court order takes time - this arrangement works best when the protected person has other money to pay for regular expenses. 

Setting up the restricted account - get an acknowledgement from the bank

Contact the bank and tell them about the requirement to set up the restricted account. When you set up the account, ask the bank to sign an acknowledgement saying they are aware of the restriction. You can use the 1 form below:

  • 1189XX - Acknowledgement of Restricted Account

1 File this with the court after the bank representative signs it. 

How to access the money - file a motion

If you are the guardian or conservator, you can ask the court to access the money by filing a motion. Follow the steps below:

Step 1 - fill out the 1 papers and file them with the court
Fill out the following:

  • 1192XX - Motion to Withdraw or Transfer Funds in a Restricted Account
  • 1193XX - Order on Motion to Withdraw or Transfer Funds in a Restricted Account
    • Only fill out the case information at the top of the order

Step 2 -  1 file your papers with the court
Get help with how on our filing page.

Step 3 - 1 send copies of the papers
Send copies to:

  • The protected person
  • The guardian or conservator
  • Anyone else who asked for notice

How to send copies: follow the instructions on our serving other papers page.

Step 4 - go to the hearing

  • The court will tell you when to go to court for the hearing.
  • Important: Go to the hearing.
  • Get ready - visit our going to court page.

After the hearing

  • The judge will decide on your motion.
  • Mediation: If someone disagrees, the court might send your case to mediation (a way to try and agree outside of court). For more about mediation, see the explanation page.
  • Court Visitor: The court might ask a court visitor to look into the case and give the court more information. For more, see the court visitor program page.

Need more help with your motion?
Visit our page on motions