Each petitioner, unless the petitioner is a bank or other entity entitled to conduct the business of a trust company, must submit to the court with the petition for appointment of conservator a completed Confidential Supplemental Information statement (form GC-312). In addition, each proposed conservator, except a bank or other entity entitled to conduct the business of a trust company, or a public guardian, must submit a completed Confidential Conservator Screening Form (form GC-314).
The information on the Confidential Conservator Screening Form is used by the court and by persons or agencies designated by the court to assist the court in determining whether a proposed conservator should be appointed.
The Confidential Conservator Screening Form, the Confidential Supplemental Information statement, and the information contained on these forms are confidential. The clerk must maintain these forms in a manner that will protect and preserve their confidentiality.
Cal. R. Ct. 7.1050