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TMA / UGA Former Minor Certification (Request to Preregister Custodial Account as Individual Account) 1. Account Information Beneficial Owner's Name Beneficial Owner's Date of Birth Fund Name(s) Account
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What is utma ugma former minor?
UTMA (Uniform Transfers to Minors Act) and UGMA (Uniform Gifts to Minors Act) are former minor accounts that allow parents or guardians to transfer assets to a minor, who gains control of the assets when they reach the age of majority in their state.
Who is required to file utma ugma former minor?
The parent or guardian of the minor is typically responsible for filing a UTMA or UGMA account on behalf of the minor.
How to fill out utma ugma former minor?
To fill out a UTMA or UGMA account, you will need to provide personal information about the minor, such as their name, date of birth, and social security number. You will also need to specify the assets being transferred and any custodian or successor custodian information.
What is the purpose of utma ugma former minor?
The purpose of UTMA and UGMA accounts is to provide a legal structure for adults to transfer assets to minors, allowing them to benefit from the assets at a later date. It also offers tax advantages, as the income generated by the assets is typically taxed at the minor's lower tax rate.
What information must be reported on utma ugma former minor?
On a UTMA or UGMA account, you must report personal information about the minor, details of the assets being transferred, and the names and contact information of any custodians or successor custodians.
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