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Get the free Master Custodial Agreement (Form 2003): PDF - eFannieMae.com

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MASTER CUSTODIAL AGREEMENT (FANNIE MAE FORM 2003) for CUSTODY OF SINGLE-FAMILY MBS POOL MORTGAGE LOANS by and between Federal National Mortgage Association (Fannie M e”), (“Custodian”) and (“Lender)
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How to fill out master custodial agreement form

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How to fill out a master custodial agreement form:

01
Begin by carefully reading the instructions on the form. Make sure you understand the purpose of the agreement and the rights and responsibilities it entails.
02
Provide your personal information as requested. This may include your name, address, contact details, and any other relevant information.
03
Identify the custodian. If you are the custodian, provide your information. If you are designating someone else as the custodian, provide their information instead.
04
Determine the assets to be held in custody. List all the assets that will be transferred to the custodian's care, such as cash, securities, or other property.
05
Specify the terms and conditions of the agreement. This may include outlining the duties and obligations of the custodian, the limitations or restrictions on the custodian's actions, and any other relevant provisions.
06
Review the document carefully to ensure all the provided information is accurate and complete. Make any necessary corrections or additions before signing.
07
Sign and date the agreement. If required, have a witness or notary public witness your signature.
08
Make copies of the signed agreement for all parties involved, including yourself, the custodian, and any other relevant parties.

Who needs a master custodial agreement form:

01
Individuals or entities who wish to designate a custodian to hold and manage their assets on their behalf.
02
Parents or legal guardians who want to establish a custodial account for minors under the Uniform Transfers to Minors Act (UTMA) or Uniform Gifts to Minors Act (UGMA).
03
Institutional investors or companies that require a custodian to safely hold their financial assets or securities.
Remember, it is essential to consult with a legal or financial professional if you have any specific questions or concerns regarding the master custodial agreement form or its completion.
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The master custodial agreement form is a legal document that outlines the terms and conditions of a custodial relationship between a custodian and a customer.
Both the custodian and the customer are required to file the master custodial agreement form.
To fill out the master custodial agreement form, both the custodian and the customer must provide their personal information, disclose the assets to be held in custody, and agree to the terms and conditions of the custodial relationship.
The purpose of the master custodial agreement form is to establish a legal framework for the custodial relationship and ensure that both parties are aware of their rights and obligations.
The master custodial agreement form typically requires the reporting of personal information, such as names, addresses, and contact details of both the custodian and the customer. It may also require reporting of the assets to be held in custody, their approximate value, and any additional terms or conditions agreed upon.
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Relevant keywords

FANNIE MBS 2003 2006 Servicer hereof transferee Omissions remediation specifying coverages efanniemae licensee notifies evidencing transferor practicable undertakings Worldgate onsite REMIC Herndon remediate undertakes nonperformance thirdparty bailee 31s

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