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Page 1 CUSTODIAL SHARE ACCOUNT AGREEMENT (UNIFORM TRANSFER TO MINOR ACCOUNT) In order to comply with the USA PATRIOT Act, effective October 01, 2003, Aerospace Federal Credit Union is required to
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How to Fill Out Page 1 Custodial Share:

01
Start by gathering all the necessary documents and information related to the custodial share. This may include financial statements, investment portfolios, property deeds, and any other relevant paperwork.
02
Review the instructions provided on the custodial share form to ensure you understand the requirements and any specific details that need to be included.
03
Begin by entering your personal information in the designated fields on page 1. This typically includes your name, address, contact details, and any other required identifying information.
04
If applicable, provide the details of any other parties involved in the custodial share, such as co-owners or beneficiaries. Include their names, contact information, and their relationship to the custodial share.
05
Proceed to provide information regarding the assets being held in the custodial share. This may include cash, investments, properties, or any other relevant assets. Include accurate descriptions and valuations for each asset.
06
Fill in any additional sections that may be required on page 1 regarding specific instructions or disclosures. This could include any restrictions or conditions related to the custodial share.
07
Double-check all the information you have entered to ensure accuracy and completeness.
08
Once you are satisfied with the information provided, sign and date the custodial share form on page 1.
09
Make copies of the completed form for your own records and any other necessary parties involved in the custodial share.
10
Submit the filled-out page 1 custodial share form as instructed, following any additional submission requirements or documentation that may be needed.

Who Needs Page 1 Custodial Share?

Page 1 custodial share is typically required by individuals or entities who have established or are involved in a custodial arrangement. This may include:
01
Parents or legal guardians creating custodial accounts for their minor children.
02
Trustees or fiduciaries managing assets on behalf of beneficiaries.
03
Financial institutions offering custodial services to clients.
04
Executors or administrators of estates handling the distribution of assets.
05
Institutions or organizations establishing custodial arrangements for charitable purposes.
It is important to consult the specific regulations and requirements in your jurisdiction to determine if a page 1 custodial share is necessary for your particular situation.
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Page 1 custodial share refers to the portion of a custodian's assets held in custody for the benefit of clients.
Financial institutions and custodians are required to file page 1 custodial share.
To fill out page 1 custodial share, one must provide details of assets held in custody, client information, and other required disclosures.
The purpose of page 1 custodial share is to ensure transparency and accountability in the custody of client assets by financial institutions.
Information such as the value of assets held in custody, client names, account numbers, and related disclosures must be reported on page 1 custodial share.
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