INSTRUCTIONS: CALIFORNIA SCHEDULE A, RECEIPTS, PENSIONS, ANNUITIES, AND OTHER REGULAR PERIODIC PAYMENTS — STANDARD ACCOUNT (Form GC-400(A)(3))

The form discussed in this article is used to document pensions, annuities and other regular periodic payments made to a California conservatorship or guardianship. This document can be obtained from the website of the California Judicial Branch.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 1: Check the first box if filing for a conservatorship.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 2: Check the second box if you are filing for a guardianship.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 3: Enter the name of the conservatee or minor.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 4: Check the third box if you entered the name of a conservatee.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 5: Check the fourth box if you entered the name of a minor.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 6: Enter the case number where indicated.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 7: In the first column of the table provided, enter the month, date and year of each receipt.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 8: In the second column, enter a description of each receipt. Report receipts from each source separately.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 9: In the third column, enter the amount of each receipt.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 10: Use additional pages if necessary to document additional receipts. Enter the total of all receipts at the bottom of the table.

California Schedule A, Receipts, Pensions, Annuities, And Other Regular Periodic Payments — Standard Account GC-400(A)(3) Step 11: Include the total on line 3 of the Summary Of Account form.