Instructions for Form DBO-506 Schedule U Report on Fiduciary Activities in California and Related Security Deposited With the State Treasurer of California - California

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Instructions for Form DBO-506 Schedule U Report on Fiduciary Activities in California and Related Security Deposited With the State Treasurer of California - California

This document contains official instructions for Form DBO-506 Schedule U, Report on State Treasurer of California - a form released and collected by the California Department of Financial Protection and Innovation. An up-to-date fillable Form DBO-506 Schedule U is available for download through this link.

FAQ

Q: What is Form DBO-506 Schedule U?A: Form DBO-506 Schedule U is a report used to disclose fiduciary activities in California and any related security deposited with the State Treasurer of California.

Q: Who needs to file Form DBO-506 Schedule U?A: Any entity engaged in fiduciary activities in California and has deposited related security with the State Treasurer of California needs to file Form DBO-506 Schedule U.

Q: What is the purpose of filing Form DBO-506 Schedule U?A: The purpose of filing Form DBO-506 Schedule U is to provide information about fiduciary activities and related security deposits.

Q: When is Form DBO-506 Schedule U due?A: Form DBO-506 Schedule U is due by June 30th of each year.

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Instruction Details:

  • This 3-page document is available for download in PDF;
  • Actual and applicable for the current year;
  • Complete, printable, and free.

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