Get the free Certification of Account Custodian Form - Davis Funds
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CERTIFICATION OF ACCOUNT CUSTODIAN Davis Funds PO Box 8406 Boston, MA 02266-8406 For overnight delivery: Davis Funds 30 Dan Road Canton, MA 02021 Fax: 520-806-7602 Attn: *please call Investor Services
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How to fill out certification of account custodian
How to fill out certification of account custodian:
01
Obtain the certification form from the relevant financial institution or organization.
02
Fill in your personal information accurately, including your name, contact information, and job title.
03
Provide the necessary details about the account you are custodian for, such as the account number and the institution where it is held.
04
Indicate the type of account, whether it is an individual or joint account, a trust fund, or any other applicable category.
05
Sign and date the certification form to validate your acknowledgment and agreement to fulfill the responsibilities of an account custodian.
06
Submit the completed form to the appropriate authority or organization.
Who needs certification of account custodian:
01
Individuals who have been designated as account custodians by account holders.
02
Financial institutions that require account custodian certification for legal and documentation purposes.
03
Trust companies or organizations involved in the management of accounts that involve custodial responsibilities for clients' assets.
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What is certification of account custodian?
Certification of account custodian is a document that verifies the accuracy of information regarding the custody of financial accounts.
Who is required to file certification of account custodian?
Financial institutions and account custodians are required to file certification of account custodian.
How to fill out certification of account custodian?
Certification of account custodian can be filled out by providing relevant information about the account custody and signing the document.
What is the purpose of certification of account custodian?
The purpose of certification of account custodian is to ensure transparency and compliance with regulations regarding financial account custody.
What information must be reported on certification of account custodian?
Information such as account details, custodian information, and verification of custody practices must be reported on certification of account custodian.
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