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This document is used to request the transfer of securities from a Scottrade account to a transfer agent, detailing account holder information, stock information, and transfer instructions.

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How to fill out depositwithdrawal at custodian

How to Fill Out Deposit/Withdrawal at Custodian:

01

Obtain the necessary forms from your custodian: Contact your custodian, such as a bank or brokerage firm, and request the deposit/withdrawal forms. They may be available online or you may need to visit a branch office to obtain them.

02

Provide your identifying information: On the form, you will typically be asked to provide your full name, address, date of birth, and social security number or tax identification number. This is to ensure that the custodian can accurately identify you as the account holder.

03

Specify the type of transaction: Indicate whether you are making a deposit or withdrawal. If it is a deposit, state the amount you would like to add to your account. For withdrawals, specify the amount you wish to take out.

04

Choose the account: If you have multiple accounts with the custodian, specify the account to which the deposit or withdrawal should be applied. Include the account number or any other identifying information provided by the custodian.

05

Provide details for the transaction: If you are making a deposit, indicate the source of the funds, such as a personal check, wire transfer, or cash. If you are making a withdrawal, specify how you would like to receive the funds, such as a check, electronic transfer, or cash.

06

Sign and date the form: Verify that all the information you provided is correct and sign the form. Include the date of the transaction as well. Make sure to carefully review the form before submission to avoid any errors or omissions that could delay the processing of your request.

Who Needs Deposit/Withdrawal at Custodian:

01

Individuals with investment accounts: Those who have investment accounts, such as brokerage or retirement accounts, may need to fill out deposit/withdrawal forms when they want to add or withdraw funds from their accounts.

02

Businesses with custodial accounts: Companies that have custodial accounts with a bank or financial institution may require deposit/withdrawal forms to handle transactions related to their accounts, such as depositing funds or making withdrawals for business purposes.

03

Trustees or guardians managing assets: Trustees or guardians responsible for managing assets on behalf of beneficiaries may also need to complete deposit/withdrawal forms when handling financial transactions related to the assets under their care.

In summary, individuals, businesses, and trustees or guardians managing assets are among those who need to fill out deposit/withdrawal forms at a custodian. The process involves obtaining the necessary forms, providing identifying information, specifying the type of transaction, choosing the account, providing transaction details, and signing and dating the form before submission.

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