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First Name Account Owner or UGMA/UTMA Minor MI Co-Account Owner or UGMA/UTMA Custodian Name of Trust or Entity Trust date MM/DD/YY if applicable Taxpayer Identification Number ZIP Code Signature of Account Owner Capacity if applicable Date MM/DD/YYYY Signature of Co-Account Owner You must obtain a Medallion signature guarantee if 1 a check is to be mailed to an address other than the address of record or educational institution 2 the address of record has changed within 30 days of the...
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