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CUSTODIAL AGREEMENT made the day of, 20. B E T W E E N: Name: Address: (“Member “) OF THE FIRST PART and Name: Address: (“Custodian “) OF THE SECOND PART WHEREAS: A. the Member is a member

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What is custodial agreement general?

A custodial agreement general is a legal document detailing the terms and conditions of a custodial account, where a designated custodian holds and manages assets on behalf of a beneficiary until they reach a certain age.

Who is required to file custodial agreement general?

The custodian or the guardian of the custodial account is required to file the custodial agreement general.

How to fill out custodial agreement general?

To fill out a custodial agreement general, the custodian needs to provide the necessary information about the account, including details about the beneficiary, assets held, investment strategy, and termination conditions.

What is the purpose of custodial agreement general?

The purpose of custodial agreement general is to establish the legal framework for managing and distributing assets in a custodial account for the benefit of the beneficiary.

What information must be reported on custodial agreement general?

The custodial agreement general must include information about the parties involved, details of the assets held in the account, investment strategies, termination conditions, and any other relevant information.

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