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Get the free Custodial/Minor IRA Account Application - Charles Schwab

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PRINT CLEAR Custodial/Minor IRA Account Application Page 1 of 6 Investment Advisor (IA) Information (This portion to be completed by IA.) IA Firm Name (Please print): IA Master Account Number: Service
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How to fill out custodialminor ira account application

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How to fill out custodialminor ira account application

01
Step 1: Obtain the custodial minor IRA account application from your financial institution or online.
02
Step 2: Fill out the personal information section of the application, including the minor's name, date of birth, and social security number.
03
Step 3: Provide your own information as the custodian, including your name, address, and social security number.
04
Step 4: Read and understand the terms and conditions of the custodial minor IRA account.
05
Step 5: Sign and date the application, both as the custodian and on behalf of the minor.
06
Step 6: Submit the completed application to your financial institution for processing.
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Step 7: Keep a copy of the application for your records.

Who needs custodialminor ira account application?

01
Parents or legal guardians who want to open a retirement account for their minor child would need the custodial minor IRA account application.
02
Financial advisors who assist clients in setting up IRA accounts for minors may also require the application.
03
Minors themselves who have reached the age of consent, as determined by their state laws, can fill out the application with the assistance of their custodian.
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Custodialminor IRA account application is a form used to open an Individual Retirement Account (IRA) for a minor, with a custodian managing the account until the minor reaches legal age.
A custodian or guardian on behalf of a minor is required to file the custodialminor IRA account application.
To fill out the custodialminor IRA account application, the custodian or guardian must provide personal information for both the minor and themselves, choose investment options, and agree to the terms and conditions.
The purpose of the custodialminor IRA account application is to establish a tax-advantaged savings account for a minor that can be used for their education or future financial needs.
The custodialminor IRA account application requires personal information for the minor, including their name, date of birth, and social security number, as well as information for the custodian or guardian.
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