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Send completed form & documentation to: 101 Riverfront Boulevard, Suite 100 Bradenton, FL 34205 Tel: 941.798.2098 Fax: 941.798.3403 www.gouldandlamb.com CUSTODIAL ACCOUNT ADMINISTRATION REFERRAL FORM

How to fill out custodial account administration referral

How to Fill Out Custodial Account Administration Referral:

1. Start by obtaining the necessary referral form from your custodial account administrator. This form can typically be downloaded from their website or requested through their customer service department.
2. Begin by filling out your personal information, including your full name, address, phone number, and email address. Ensure that all information is accurate and up to date.
3. Next, provide the details of the custodial account for which you are seeking administration referral. This may include the account number, the financial institution where the account is held, and any other relevant account information.
4. Specify the reason for the referral. This could be due to a change in account ownership, a request for beneficiary designation, or any other relevant circumstances that require administrative actions.
5. If necessary, include any additional documentation or supporting materials along with the referral form. This might include copies of legal documents, identification cards, or any other paperwork required by the custodial account administrator.
6. Once you have completed the referral form and attached any required documents, review all the information you have provided to ensure its accuracy. Double-check for any errors or omissions that may cause delays or complications in the referral process.
7. Finally, submit the completed referral form and any supporting materials to the custodial account administrator through the designated submission method. This can be done either by mail, fax, email, or through an online submission portal, depending on the preferences of the administrator.

Who Needs Custodial Account Administration Referral?

1. Individuals who are looking to transfer or change the ownership of their custodial account.
2. Parents or legal guardians who want to designate new beneficiaries for their custodial account.
3. Account holders who require administrative actions such as updating account information, making changes to the investment strategy, or requesting additional account services.
4. Individuals who have inherited a custodial account and need to navigate the administrative processes involved in managing it.

For pdfFiller’s FAQs

What is custodial account administration referral?

Custodial account administration referral is a process where a custodian refers the administration of an account to another financial institution.

Who is required to file custodial account administration referral?

The custodian of the account is required to file custodial account administration referral.

How to fill out custodial account administration referral?

To fill out custodial account administration referral, the custodian must provide details of the account being referred and the receiving financial institution.

What is the purpose of custodial account administration referral?

The purpose of custodial account administration referral is to transfer the administration of an account to another financial institution.

What information must be reported on custodial account administration referral?

The custodial account administration referral must include details of the account being referred, the reason for the referral, and the receiving financial institution's information.

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