Form 36: Statement of Transactions (Optional Prescribed Form) - Alberta Human Services - Government of Alberta

Form 36: Statement of Transactions (Optional Prescribed Form)

Download Form 36 (PDF, 167.5 KB)

Instructions

Use this form to report on transactions you have completed either since the first Court Order appointing you as trustee or since the most recent Court Order appointing you as trustee. This form may be used to report or you may compile your own form as long as the information provided to the Court shows what financial transactions have occurred. In any form you use you must include the court file number, court, judicial centre, name of adult, applicant and name of the document. You must also include the final signature lines.

If you use the provided form, please follow these instructions.

Enter the Court File Number from your original Order. Enter the judicial centre, the adult’s name, and your name as applicant. Please use the same information as was listed on your original application.

Enter the name of the trustee(s) and list each of their addresses. You must also indicate the start and end dates from the transactions information you are reporting on to the Court. Please read the statement under the dates carefully as you will be required to swear or affirm this document.


Section 1 – Bank Account Transactions

This section must disclose all transactions that increase or decrease the balance on any bank account administered by the trustee on behalf of the represented adult. If the trustee administers more than one bank account for the adult, transactions on each account should be listed separately. Please click “add more” to add more lines or attach a separate piece of paper with this section clearly marked.

Enter the name of the financial institution where the bank account is held along with the full account number. Enter the type of account e.g., checking, savings, joint, investment. For each transaction list the date, any reference number, a description of the transaction (e.g., purchase of clothing, food, GST cheque, rent, cab fare) and indicate if the amount was a withdrawal or deposit. Please note the balance will calculate automatically.

Section 2 – Investment Account Transactions

This section should list all transactions occurring in any investment account administered by the trustee on behalf of the represented adult. If the trustee administers more than one investment account, transactions on each account should be listed separately.

Enter the name of the financial institution where the bank account is held along with the full account number. Describe the account (e.g., investment savings, money market fund, GIC). For each transaction indicate the date, the nature of the transaction, and the amounts put in or taken out of the account.

Section 3 – Other Transactions

This section should record all transactions involving the acquisition, disposition, gifting or lending of property of the adult that are not recorded in Section 1 or Section 2. Record the number of transactions, the date, a description of what the transaction was (e.g., purchase of a wheelchair, gift to church), the name of the recipient if any and under what authority you made this transaction (e.g., section of Court Order).

Once you have completed this document you must take it to a Commissioner for Oaths in the province of Alberta where you will swear or affirm that its contents are true. The Commissioner will complete the box below. Please note that all lawyers in Alberta are Commissioners for Oaths. Some students-at-law (articling students) are also commissioners for oaths. Some real estate offices, financial institutions and some Registry offices may also have commissions for oaths on staff. There may be a cost so be sure to shop around and ask about any charges before having your documents commissioned.

Created:
Modified: 2015-12-15
PID: 16408

Contact this service

1-877-427-4525 (toll-free)

8:15 am - 4:30 pm (Monday to Friday, closed statutory holidays)