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

What Is Form DBO-506 Schedule U?

This is a legal form that was released by the California Department of Financial Protection and Innovation - a government authority operating within California. Check the official instructions before completing and submitting the form.

Form Details:

  • Released on April 1, 2020;
  • The latest edition provided by the California Department of Financial Protection and Innovation;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form DBO-506 Schedule U by clicking the link below or browse more documents and templates provided by the California Department of Financial Protection and Innovation.

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Download 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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STATE OF CALIFORNIA – DEPARTMENT OF BUSINESS OVERSIGHT
SCHEDULE U | REPORT ON FIDUCIARY ACTIVITIES IN CALIFORNIA AND
DBO-506 (Rev. 4-20)
RELATED SECURITY DEPOSITED WITH THE STATE TREASURER OF CALIFORNIA
SAVE RESET
Name of Institution
DBO File Number
Report as of (Date)
Primary Regulator
Home State
Primary Internet Web Address
Address of Principal Place of Business
City
Zip
Street Address
Does the population of this city exceed 100,000 persons?
Contact Information
To Whom Inquiries May Be Directed
Title
Email Address
Phone Number
Extension
City
State Zip
Contact's Street Address
Trust Business for Which Money or
(Column A)
(Column B)
Court Trusts
Private Trusts
Securities Are on Deposit with the State
As defined by Section 1581 of
As defined by Section 1581 of
the California Financial Code
Treasurer of California
the California Financial Code
Thousands of Dollars
Thousands of Dollars
Total Value of Trust Funds and Property Held in the
P1
0
0
P1
Institution's California Trust Business
Less: Real Property Held in the Institution's
P2
0
P2
California Trust Business
Trust Funds and Property Held for Which Security is
P3
0
0
P3
Required
Amount of Security Required To Be Deposited With
the State Treasurer of California by Sections 1570
P4
0
0
P4
and 1571 of the California Financial Code
Market Value of Money and Securities on Deposit
P5
0
0
P5
With the State Treasurer of California
P6 Excess or Deficiency
0
0
P6
CERTIFICATION
The undersigned of the above named trust company each declares, for himself/herself alone and not for the other:
I have personal knowledge of the matters contained in this report and I believe that each statement in said
report is true.
Each of the undersigned, for himself/herself alone and not for the other, certified under penalty of perjury that the
foregoing is true and correct.
Name
Title
Executed on
in the County of
in the State of
Signature
Name
Title
Executed on
in the County of
in the State of
Signature
STATE OF CALIFORNIA – DEPARTMENT OF BUSINESS OVERSIGHT
SCHEDULE U | REPORT ON FIDUCIARY ACTIVITIES IN CALIFORNIA AND
DBO-506 (Rev. 4-20)
RELATED SECURITY DEPOSITED WITH THE STATE TREASURER OF CALIFORNIA
SAVE RESET
Name of Institution
DBO File Number
Report as of (Date)
Primary Regulator
Home State
Primary Internet Web Address
Address of Principal Place of Business
City
Zip
Street Address
Does the population of this city exceed 100,000 persons?
Contact Information
To Whom Inquiries May Be Directed
Title
Email Address
Phone Number
Extension
City
State Zip
Contact's Street Address
Trust Business for Which Money or
(Column A)
(Column B)
Court Trusts
Private Trusts
Securities Are on Deposit with the State
As defined by Section 1581 of
As defined by Section 1581 of
the California Financial Code
Treasurer of California
the California Financial Code
Thousands of Dollars
Thousands of Dollars
Total Value of Trust Funds and Property Held in the
P1
0
0
P1
Institution's California Trust Business
Less: Real Property Held in the Institution's
P2
0
P2
California Trust Business
Trust Funds and Property Held for Which Security is
P3
0
0
P3
Required
Amount of Security Required To Be Deposited With
the State Treasurer of California by Sections 1570
P4
0
0
P4
and 1571 of the California Financial Code
Market Value of Money and Securities on Deposit
P5
0
0
P5
With the State Treasurer of California
P6 Excess or Deficiency
0
0
P6
CERTIFICATION
The undersigned of the above named trust company each declares, for himself/herself alone and not for the other:
I have personal knowledge of the matters contained in this report and I believe that each statement in said
report is true.
Each of the undersigned, for himself/herself alone and not for the other, certified under penalty of perjury that the
foregoing is true and correct.
Name
Title
Executed on
in the County of
in the State of
Signature
Name
Title
Executed on
in the County of
in the State of
Signature