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UNIFORM TRANSFERS TO MINORS ACT (TMA) Athene Annuity & Life Assurance Company of New York 1. Contract Information Contract Number Name of Annuitant Name of Contract Owner Social Security Number Street
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How to fill out uniform transfers to minors:

01
Gather all the necessary documents and information, such as the minor's full name, date of birth, and Social Security number.
02
Identify the assets you wish to transfer to the minor, such as cash, stocks, or real estate.
03
Determine the specific type of UTMA account you want to set up, whether it's a bank account, investment account, or real estate trust.
04
Research the requirements and regulations of your state regarding UTMA accounts, as they can vary.
05
Choose a custodian for the UTMA account, who will manage the assets on behalf of the minor until they reach the age of majority.
06
Complete the necessary forms provided by the financial institution or legal advisor, including the minor's information, custodian details, and asset descriptions.
07
Provide any required documentation, such as a birth certificate, custodian's identification, or proof of ownership for assets being transferred.
08
Review and double-check all the information filled out in the forms for accuracy and completeness.
09
Sign and date the forms, ensuring all necessary parties sign if required, such as both parents or legal guardians.
10
Submit the completed forms and any supporting documentation to the appropriate financial institution or legal advisor to initiate the transfer process.

Who needs uniform transfers to minors?

01
Parents or legal guardians who wish to transfer assets to their minor children.
02
Family members or relatives who want to gift money or property to minors.
03
Individuals or organizations looking to establish a financial account or trust for the benefit of a minor, such as educational funds or long-term savings.
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Uniform Transfers to Minors Act (UTMA) is a law that allows a minor to receive gifts such as money, real estate, and securities without the need for a guardian or trustee.
A custodian is required to file uniform transfers to minors on behalf of the minor.
To fill out uniform transfers to minors, the custodian must provide information about the minor, the donor, and the assets being transferred.
The purpose of uniform transfers to minors is to allow minors to receive gifts and manage them until they reach the age of majority.
Information such as the name and age of the minor, the donor's information, details of the assets being transferred, and the custodian's information.
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Relevant keywords

New_York Athene ANY-130 Annuitant New_Yorks UTMA totaling applicable Annuity Decedent ACKNOWLEDGMENT Notary Wherefore custodian furnished TRANSFERS MINORS beneficiary Proceeds

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