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CGM FUNDS FORMER MINOR CERTIFICATION FORMULA/UGA Use this form to preregister a Custodial account as an Individual Account.1. ACCOUNT INFORMATION Date of Birthrate of Former Minor Address Social Security
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01
Start by gathering all the necessary documents and information required to fill out the CGM Funds former minor form.
02
Ensure you have the minor's personal details such as name, date of birth, and social security number.
03
Provide accurate information regarding the minor's current financial situation and any assets they may possess.
04
Include details about the custodian or guardian who will be responsible for managing the funds.
05
Verify if any court approvals or legal documents are required to authorize the transfer of the funds.
06
Carefully review the form for accuracy, completeness, and ensure all necessary signatures are obtained.
07
Submit the filled-out CGM Funds former minor form along with any supporting documents to the designated authorities.
08
Wait for the processing of the form and follow up if necessary to ensure the transfer of funds is completed successfully.

Who needs cgm funds former minor?

01
Parents or legal guardians of a former minor who had CGM Funds in their name.
02
Individuals who have been appointed as custodians or guardians of CGM Funds for a former minor.
03
Legal representatives or attorneys involved in managing the financial affairs of a former minor.
04
Financial institutions or organizations responsible for handling the transfer of funds for former minors.
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CGM Funds Former Minor refers to an account that was opened on behalf of a minor but has now transitioned to becoming the responsibility of the former minor as they have reached adulthood.
The former minor who is now responsible for the CGM Funds Former Minor account is required to file.
The former minor needs to provide all necessary information, update account details, and ensure compliance with any rules and regulations related to the CGM Funds Former Minor account.
The purpose of CGM Funds Former Minor is to transfer the ownership and responsibility of the account from the minor to the former minor once they become of legal age.
Information such as personal identification, updated contact details, account balances, and any changes in ownership must be reported on CGM Funds Former Minor.
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