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IRA Certification for Rollovers or Direct Rollovers to an IRA To: Custodian/Trustee Horizon Trust Company Name 6301 Indian School Rd NE Ste.200 Address Albuquerque City State NM Zip 87110Date: Phone
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To fill out the custodiantrustee form, follow these steps:
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Begin by gathering all the required information and documentation needed to complete the form. This may include personal identification details, financial statements, and any relevant legal documents.
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Read the instructions carefully to understand the purpose and requirements of the custodiantrustee form.
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Start filling out the form by providing your personal details such as name, address, contact information, and social security number.
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Proceed to fill in the requested information regarding the assets or properties that will be entrusted to the custodiantrustee.
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If applicable, provide details about any additional beneficiaries or instructions related to the custodiantrustee arrangement.
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Who needs to custodiantrustee?

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Custodiantrustee is needed by individuals or entities who wish to assign a custodian or trustee to manage and oversee their assets, properties, or finances in a legally recognized and protected manner.
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To custodiantrustee is a legal entity that holds assets on behalf of a beneficiary.
Any individual or organization that is designated as a custodian or trustee for assets.
To fill out the custodiantrustee form, you must provide information about the assets being held and the beneficiaries.
The purpose of a custodiantrustee is to ensure that assets are managed and distributed according to the wishes of the benefactor.
Information such as the asset type, value, and ownership details must be reported on the custodiantrustee form.
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