CA Prob Code Section 5303


(a)

The provisions of Section 5302 as to rights of survivorship are determined by the form of the account at the death of a party.

(b)

Once established, the terms of a multiple-party account can be changed only by any of the following methods:

(1)

Closing the account and reopening it under different terms.

(2)

Presenting to the financial institution a modification agreement that is signed by all parties with a present right of withdrawal. If the financial institution has a form for this purpose, it may require use of the form.

(3)

If the provisions of the terms of the account or deposit agreement provide a method of modification of the terms of the account, complying with those provisions.

(4)

As provided in subdivision (c) of Section 5405.

(c)

During the lifetime of a party, the terms of the account may be changed as provided in subdivision (b) to eliminate or to add rights of survivorship. Withdrawal of funds from the account by a party also eliminates rights of survivorship with respect to the funds withdrawn to the extent of the withdrawing party’s net contribution to the account.
Last Updated

Aug. 19, 2023

§ 5303’s source at ca​.gov