As amended through June 4, 2024
Rule 4.58 - Investment RecordsAn investment record shall be established and maintained for each investment account. The investment record shall include:
1) Name and address of financial institution at which investment was made; 2) Account name and number; 3) Date account was opened; 4) Case number (if investment applies to one case); 5) Type of investment, interest rate, and maturity date; 6) Dates and amounts of deposits and withdrawals of principal; 7) Dates and amounts of interest earned and withdrawn; 8) Principal balance, interest balance, and total account balance; and Approved for publication Aug. 21, 1995. Amended December 23, 2003, effective 1/1/2004.