INSTRUCTIONS: CALIFORNIA SCHEDULE C, DISBURSEMENTS, INVESTMENT EXPENSES — STANDARD ACCOUNT (Form GC-400(C)(6))

The form discussed in this article is used by California guardianships and conservatorships to document investment expenses. This document can be obtained from the website maintained by the California Judicial Board.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 1: If filing on behalf of a conservatorship, check the first box.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 2: If filing on behalf of a guardianship, check the second box.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 3: Enter the name of the conservatee or minor.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 4: If you have entered the name of a conservatee, check the third box.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 5: If you have entered the name of a minor, check the fourth box.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 6: Enter the case number where indicated.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 7: In the first column of the table provided, enter the month, date and year of each payment.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 8: In the second column, enter the check number of each payment.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 9: In the third column, enter the name of each payee and the purpose of each payment.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 10: In the fourth column, enter the amount of each payment.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 11: Complete additional pages as necessary for complete documentation of investment expenses.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 12: Enter the total of all investment expenses at the bottom of the table.

California Schedule C, Disbursements, Investment Expenses — Standard Account GC-400(C)(6) Step 13: Include the total value of all investment expenses in the total disbursements documented on line 8 of the Summary of Account form.