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New Custodial Fund Agreement Name of Custodian (please print). Form No. A119 (Revised 7/00) Amount of Custodial Fund Requested: $. . General Information: Campus:. Indiana UniversityDepartment: Contact
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How to fill out new custodial fund agreement

01
Start by obtaining a copy of the new custodial fund agreement form.
02
Read the form thoroughly to understand the terms and conditions.
03
Fill out the contact information section with your name, address, phone number, and email.
04
Provide the details of the custodial account, including the account number and type of assets held.
05
Indicate the appointed custodian and their contact information.
06
Specify any authorized agents or representatives with their respective details.
07
Ensure to accurately fill out the beneficiary information if applicable.
08
Review the agreement carefully to confirm all the provided information is accurate.
09
Sign and date the agreement, along with any required witness signatures.
10
Submit the completed custodial fund agreement to the relevant authority or institution.

Who needs new custodial fund agreement?

01
Individuals setting up a custodial fund for their children or dependents.
02
Financial institutions managing custodial accounts for their clients.
03
Trustees overseeing custodial funds on behalf of beneficiaries.
04
Legal professionals involved in establishing custodial arrangements.
05
Any party involved in the administration and management of custodial funds.
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The new custodial fund agreement is a legal document that outlines the terms and conditions of a custodial fund account.
Financial institutions and individuals who manage custodial fund accounts are required to file the new custodial fund agreement.
The new custodial fund agreement can be filled out by providing all the required information such as account details, terms and conditions, and signatures of all parties involved.
The purpose of the new custodial fund agreement is to establish a legal relationship between the custodian and the fund account holder, outlining their rights and responsibilities.
The new custodial fund agreement must include information such as account holder details, account type, fund details, and terms and conditions of the agreement.
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