The Motion to Release Account Information is a court form for the Probate/Mental Health Division of the Circuit Court of the Ninth Judicial Circuit in and for Orange County, Florida, and the Orange County Clerk of Courts publishes it. An interested party in a probate case uses it to ask the court for an Order directing a financial institution or other entity to release information about a decedent's accounts or policies. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; it is a case filing, not a tax or property record.
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What is Motion to Release Account Information – Orange County, FL?
The Motion to Release Account Information is a motion filed in the Orange County, Florida probate court asking it to order a financial institution or entity to release a decedent's account information to the person who files it.
The heading printed on the form is "Motion to Release Account Information to Party." It carries the caption of the Circuit Court of the Ninth Judicial Circuit in and for Orange County, Florida, Probate/Mental Health Division, with lines for the decedent's name ("In Re: ... Deceased") and the case number.
The motion is written as eight numbered paragraphs. In them the filer:
- identifies the decedent by name, date of birth and the last four digits of the Social Security number;
- explains why he or she is an interested party in the case;
- states a belief that the decedent left only personal property exempt under Fla. Stat. 732.402 and nonexempt property worth less than the preferred funeral expenses and the reasonable and necessary medical and hospital expenses of the last 60 days of the last illness;
- names up to three institutions or entities, with their locations and the name on the accounts or policies they hold or may hold;
- lists the information sought: account numbers, total balances or current value, designated beneficiaries and other identifying or ownership information;
- states that the request is not made to harass and is limited to matters directly related to the proceeding.
The filer, called the Petitioner, swears or affirms the motion is true and correct, and a Certificate of Service follows. The form is not a property tax document and does not itself release any records: it asks the court to enter an Order.
Who needs to file Motion to Release Account Information – Orange County, FL?
An interested party in a probate case in the Circuit Court of the Ninth Judicial Circuit in and for Orange County, Florida, Probate/Mental Health Division, who needs a decedent's account information from a financial institution or other entity, files this motion. Paragraph 2 asks you to state why you are an interested party in the case.
The form is built around a specific belief, stated in paragraph 3: that the decedent left only personal property exempt under Fla. Stat. 732.402, plus nonexempt property worth less than the preferred funeral expenses and the reasonable and necessary medical and hospital expenses of the last 60 days of the last illness. Because you swear or affirm that the motion is true and correct, it fits only a filer who can truthfully make that statement.
The motion also must be limited to matters directly related to the proceeding, and it must not be made for harassment (paragraph 8). It has room for up to three institutions or entities. The form does not describe who may sign on behalf of someone else; it provides signature and printed-name lines for the Petitioner only.
When to file Motion to Release Account Information – Orange County, FL
File this motion once a probate case exists for the decedent, because the form is captioned with the case number and the decedent's name. It prints no deadline of its own.
The Certificate of Service asks for the day, month and year on which the copy was filed with the Clerk of the Court and served, so complete that date when you file. Before you file, have ready the decedent's date of birth, the last four digits of the Social Security number, and the name, location and account-holder name for each institution or entity you list.
How to fill out Motion to Release Account Information – Orange County, FL
Complete the case caption
At the top, enter the decedent's name on the 'In Re: ... Deceased' line and the CASE NO. The caption already names the Circuit Court of the Ninth Judicial Circuit, Orange County, Probate/Mental Health Division.
Name the movant and the institution
In the opening 'COMES NOW' line, enter your name, then the name of the Financial Institution/Entity the Order should direct to release account information.
Identify the decedent in paragraph 1
Enter the decedent's name, date of birth and the last four digits of the Social Security number in the spaces provided.
Explain your interest in paragraph 2
Use the two lines to state why you are an interested party in the case.
Confirm the statement in paragraph 3
Paragraph 3 is printed text about property exempt under Fla. Stat. 732.402 and expenses of the last 60 days of the last illness. Make sure it reflects your belief before you swear to the motion.
List each institution in paragraphs 4 to 6
For each entity, enter its name, its location, and the name in which it holds or may hold accounts or policies. The form has one paragraph for each of up to three entities.
Review paragraphs 7 and 8
These are printed: they list the information sought (account numbers, balances or current value, designated beneficiaries, other identifying or ownership information) and state the request is not for harassment.
Sign as Petitioner
Sign on the Petitioner line beneath the swear/affirm statement and write your name on the Printed Name line.
Complete the Certificate of Service
Enter the day, month and year of filing, the name of the person who filed on the 'by' line, and sign as Petitioner.
Review and download the completed PDF
Check the caption, dates and names, then download or print the completed PDF from FillingPDF and file and serve it as described under How to submit.
How to submit Motion to Release Account Information – Orange County, FL
The form points to two steps: filing with the Clerk of the Court and serving a copy on all attorneys and interested parties.
- Filing with the Clerk: the Certificate of Service states that a true copy was filed with the Clerk of the Court on the date you enter. The form prints no street address, portal or fee, so check the Orange County Clerk of Courts, which publishes the form, for how it accepts filings in the Probate/Mental Health Division.
- Service: the Certificate of Service says a copy is served on the same day to all attorney(s) and interested parties. Enter the day, month and year, name the person who filed on the line after "by," and sign as Petitioner.
Put the case number at the top before filing. The form can be downloaded from the Clerk's official link: https://www.myorangeclerk.com/sites/default/files/2026-08/Motion-to-Release-Account-Information.pdf. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Swearing to the motion without checking that paragraph 3, about exempt property and the funeral and last-illness expenses, matches what you believe about the decedent.
- Writing the decedent's full Social Security number; paragraph 1 asks only for a number that ends in four digits.
- Listing an institution without its location or without the name in which the accounts or policies are held in paragraphs 4 to 6.
- Leaving the paragraph 2 explanation of why you are an interested party blank.
- Omitting the case number or the decedent's name in the caption at the top.
- Signing as Petitioner but leaving the Printed Name line empty, or the reverse.
- Completing the motion but not the Certificate of Service date, the 'by' line or the Petitioner signature beneath it.
- Requesting material unrelated to the case; paragraph 8 limits the motion to matters directly related to the proceeding.
Frequently asked questions
What is the Motion to Release Account Information?
It is a motion filed in the Orange County, Florida probate court asking the judge to order a financial institution or entity to release a decedent's account information to the filer, called the Petitioner. The form lists account numbers, balances, beneficiaries and other ownership information as the items sought.
Is this an Orange County Florida property tax form?
No. It is a probate court filing in the Circuit Court of the Ninth Judicial Circuit, Orange County, Probate/Mental Health Division. It concerns a decedent's accounts or policies and has no connection to property tax assessments or bills.
Who can file this motion?
An interested party in the probate case. Paragraph 2 asks you to explain why you are one, and paragraph 3 asks you to swear to a belief about the decedent's exempt property and the funeral and last-illness expenses, so you should file it only if that applies.
What information about the decedent do I need?
You need the decedent's name, date of birth and the last four digits of the Social Security number, plus the case number. For each institution you list, you need its name, location and the name in which it holds or may hold accounts or policies.
Do I write the full Social Security number on the motion?
No. Paragraph 1 asks for a Social Security number that ends in four digits, with four blanks shown. Enter only those last four digits.
How many financial institutions can I list?
The form has three numbered paragraphs, 4 through 6, each with space for an entity's name, its location and the name on the accounts or policies. Each paragraph says the entity holds or may hold accounts or policies.
Do I have to serve a copy on anyone?
The Certificate of Service says a copy is served on the day of filing to all attorney(s) and interested parties. Complete the date, the 'by' line and your signature on that certificate.
Where do I file the Motion to Release Account Information?
The form says the copy is filed with the Clerk of the Court, but it prints no address or portal. Check the Orange County Clerk of Courts, which publishes the form, for how it accepts filings in the Probate/Mental Health Division.
Can I fill out this motion online on FillingPDF?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service and does not file the motion with the court or serve it; you file and serve it through the Clerk's channels.
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