Proposed Order to Release Account Info – Orange County, FL

The Proposed Order to Release Account Info, printed as Order on Motion to Release Account Information, is a draft order for the Orange County, Florida probate court directing a named party to release account information.

The document carries the caption of the Circuit Court of the Ninth Judicial Circuit in and for Orange County, Florida, Probate/Mental Health Division, with a case number and an "In Re" line for the deceased person. Its opening paragraph says the Court considered a motion asking for an order directing a named holder to release certain account information relevant to the case.

The order itself has three lettered paragraphs, a through c. Each states who shall release information, to whom, and regarding which account(s) or policy(ies) and which person they are associated with. A list then names the kinds of information covered:

• Account number(s)
• Total balance(s) or current value
• Designated beneficiaries
• Any other relevant identifying or ownership information

A further paragraph sets the number of days, counted from receipt of the order, within which the information must be provided, and where it may be delivered directly. The judge signs the order with an electronic signature, and a Certificate of Service follows. The form is a court order, not a tax, assessment or payment form.

The form is for people who have a case in the Probate/Mental Health Division of the Orange County, Florida circuit court that concerns a deceased person, and who have filed a motion asking the court to direct a party to release account or policy information. The order is written to follow that motion: its first paragraph refers to the motion of a named person.

The blanks also show who is involved:

• The person who made the motion, named in the opening paragraph.
• The holder of the account or policy, such as the party directed to release information in paragraphs a, b and c.
• The recipient of the information, named after "shall release to" and again in the delivery line.

The judge completes the order by signing it electronically on the CIRCUIT COURT JUDGE line, and the Certificate of Service is signed by a judicial assistant or the judge. The form gives no rule about who else may prepare it, and it does not say it is for any other kind of case.

The order is used after a motion to release account information has been made in the probate case, since its first paragraph states that the Court considered that motion. The form prints no filing deadline of its own.

One timing blank is built into the order itself: the information must be provided within a number of days, filled in on the form, counted from receipt of the order. The order is dated by the judge's electronic signature, and the Certificate of Service refers to filing with the Clerk of the Court on that same date.

The Certificate of Service on the form names one channel: filing with the Clerk of the Court through the Florida Courts E-Filing Portal System.

• E-filing: the certificate states that the order is filed with the Clerk of the Court on the date shown on the electronic signature, using the Florida Courts E-Filing Portal System.
• Service: a copy is served on the same day to the attorney(s) and interested parties on the ePortal Electronic Service List, through Notices of Electronic Filing generated by the ePortal System.

The form prints no mailing address, office address or fee. For questions about filing, contact the Orange County Clerk of Courts through its website. FillingPDF lets you fill out and download the PDF; submission follows the channels above.