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Scholar Share College Savings Plan Account Application for a Custodial Accounts this form to open a new Plan Account under UGA/UTMA1 Questions? Call toll-free 1.800.544.5248 Or write to the Plan at
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How to fill out ca custodial acct appl
How to fill out ca custodial acct appl
01
To fill out the CA Custodial Account Application, please follow these steps:
02
Download the CA Custodial Account Application form from the official website.
03
Print the form and read the instructions carefully.
04
Fill in the applicant's personal information, including their name, address, and contact details.
05
Provide the necessary information about the custodian, including their name, relationship to the minor, and contact details.
06
Indicate the type of account you wish to open, such as a savings account or a brokerage account.
07
Fill in the specific details required for the chosen account type.
08
Include any additional documentation or identification required, such as a copy of the minor's birth certificate or social security number.
09
Review the completed form for accuracy and make sure all mandatory fields are filled.
10
Sign the form and date it.
11
Submit the completed application form to the relevant authority or financial institution.
Who needs ca custodial acct appl?
01
CA Custodial Account Application is needed by parents or legal guardians who want to open a custodial account for a minor. This type of account allows adults to manage and control funds on behalf of a minor until they reach a certain age, typically 18 or 21 years old. It provides a way for parents or guardians to save money for their child's future education, expenses, or financial needs.
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