Financial Account Information

Where to get the official form

The official version of Financial Account Information is published as a PDF by the District of Columbia 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:

How to file Financial Account Information in District of Columbia

1. Step 1 — Confirm you have the correct formUse Financial Account Information (Form 27) when when filing probate or estate administration documents in the DC Probate Division to disclose bank and financial institution account details associated with the decedent, minor, adult ward, or custodian. Double-check it's the right form for your situation — District of Columbia probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
2. Step 2 — Complete every required fieldFill out Financial Account Information 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.
3. 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.
4. Step 4 — File it with the correct courtSubmit Financial Account Information to the probate court or county clerk handling the estate — usually in the District of Columbia county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).