About Restricted Account Report
Reports the balance and activity of restricted accounts held for a protected person during a specified reporting period.
When you'd use it: Filed annually (or as final report) by fiduciaries managing restricted accounts for minors or other protected persons under court supervision.
Where to get the official form
The official version of Restricted Account Report is published as a PDF by the Colorado courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:
Verified official PDF
Download Restricted Account Report (PDF) →
Source: coloradojudicial.gov
Link last checked: May 30, 2026
How to file Restricted Account Report in Colorado
- Step 1 — Confirm you have the correct formUse Restricted Account Report (JDF 896) when filed annually (or as final report) by fiduciaries managing restricted accounts for minors or other protected persons under court supervision. Double-check it's the right form for your situation — Colorado probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
- Step 2 — Complete every required fieldFill out Restricted Account Report carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
- Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
- Step 4 — File it with the correct courtSubmit Restricted Account Report to the probate court or county clerk handling the estate — usually in the Colorado county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).