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LUNDY MARK H Form 4 Revision No.: 20180321Client Reference Number:UNITED STATES SECURITIES AND EXCHANGE COMMISSIONER 4 Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may
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01
Begin by gathering all necessary documents such as identification, proof of relationship, and financial information.
02
Complete the top section of the form with your personal information.
03
Indicate that you are filling out the form as a spouse acting as a custodian.
04
Provide detailed information about your spouse, including their name, date of birth, and immigration status.
05
Answer all questions regarding the custody arrangement, including the duration and purpose of the custodianship.
06
Attach any supporting documents that may be required, such as a consent letter from the other parent or legal guardian.
07
Review the form for accuracy and completeness before signing and dating it.
08
Make a copy of the completed form for your records.
09
Submit the form to the appropriate authority or organization as instructed.

Who needs by spouse as custodian?

01
Anyone who is a spouse and wants to act as a custodian for a child or a spouse as a dependent during immigration processes or other legal matters would need to fill out the form by spouse as custodian.
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By spouse as custodian refers to a financial arrangement where one spouse acts as a custodian for the account or assets belonging to the other spouse, often to manage the investments or handle financial matters on their behalf.
Typically, the spouse acting as the custodian must file on behalf of the other spouse if they are managing assets or accounts under this arrangement.
To fill out by spouse as custodian, the custodian spouse must provide the required personal and financial information, complete the necessary forms as specified by the relevant financial institution or regulatory body, and ensure all parties have signed where appropriate.
The purpose of by spouse as custodian is to allow one spouse to manage and oversee the financial assets or investments of the other spouse, which can facilitate better financial management and planning.
Information that must be reported includes the identification of both spouses, account details, asset types, transaction records, and any relevant tax implications.
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