¶ F01
Introduction
Purpose of the forms. This appendix collects eight working documents for the planning and administration of digital assets held by individuals. Four are used while the owner is alive and has capacity: the intake questionnaire (¶ F10), the inventory (¶ F20), the letter of instruction (¶ F30) and the review log (¶ F80). Two create contractual roles in the succession plan: the key-holder agreement (¶ F40) and the recovery-guardian appointment (¶ F50). Two are used by a fiduciary after death or incapacity: the disclosure request to a custodian (¶ F60) and the first-thirty-days checklist (¶ F70). Paragraph F90 states the security rules that govern all of them.
Relationship to the chapters. Each form carries out a rule stated in a chapter, and each introductory note gives the paragraph. The inventory follows Table 21-1 and ¶¶ 2110.02 to 2110.05. The letter of instruction follows ¶ 2120.06 and is drafted to work with the will clause in ¶ 2190.03 (Model provision, Section 3) and the key-storage reference in ¶ 1390.05 (Provision 4). The key-holder and guardian forms are short versions of the two model provisions in ¶¶ 2290.03 and 2290.05. The disclosure request follows ¶¶ 1340.04, 1340.05 and 1390.06. The fiduciary checklist follows ¶¶ 2310 and 2320.
Relationship to Appendix C. The forms are written for an individual owner and the owner's personal representative, agent or successor trustee. Where digital assets are held in a trust that uses the provisions of Appendix C, the trustee's Key Record under Article 6(b) of that appendix performs the function of the inventory in ¶ F20 for the trust's holdings, and the Schedules described in ¶ C90.07 hold the transfer limits, channels and valuation source. The forms in this appendix do not replace those records. They supply the owner-level documents that feed into them, and ¶ F20.05 explains how an individual inventory is converted into a trust Key Record when assets are funded into the trust.
Conventions. Blanks to be completed appear in square brackets, as "[name]", "[date]", "[state]" or "[number]". Alternatives appear as "[Alternative: ...]". The forms cite Florida's enactment of the Revised Uniform Fiduciary Access to Digital Assets Act, Fla. Stat. ch. 740, because ch. 13 and Appendix B use that enactment; a user in another state should substitute that state's section numbers, which ch. 13 Table 13-1 maps to the uniform sections. Nothing in a form calls for a private key, seed or recovery phrase, passphrase, key share, password or device code. Paragraph F90 explains why, and each form repeats the warning where a user is most likely to ignore it.
Adapting the forms. The forms are starting points. The forms that create legal relationships (¶¶ F40 and F50) should be read with the chapter text that explains their effect, because a key-holder or guardian arrangement raises questions of testamentary formality, spousal rights and creditor reach that a short form cannot settle. See ¶¶ 2260 and 2270. The administrative forms (¶¶ F10, F20, F70 and F80) may be kept as spreadsheets or in a practice-management system, provided the security rules in ¶ F90 apply to whatever system holds them.