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Clear and reset formula/TMA Successor Custodian Designation1Information about the current custodian Please type or print clearly. First nameMILastAccount number (if known)AddressCityStateZIP Check
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Read the instructions carefully to understand the requirements and obligations.
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Fill in your personal information, such as name, address, and contact details.
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Indicate the name of the successor custodian you wish to appoint and provide their contact information.
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Individuals who have established a Uniform Gift to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account for a minor beneficiary may need to fill out an ugmautma successor custodian designation form. This allows them to designate a successor custodian who will assume control over the account if the original custodian is unable or unwilling to continue.
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UGMA/UTMA successor custodian designation refers to the formal process of appointing a new custodian to manage the assets held in a Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account when the original custodian is unable to continue in that role.
The original custodian or the new custodian appointed to manage the UGMA/UTMA assets is typically required to file the successor custodian designation.
To fill out the UGMA/UTMA successor custodian designation, you need to provide details about the current custodian, the new custodian, and the minor beneficiary, along with any required signatures and dates.
The purpose of the UGMA/UTMA successor custodian designation is to ensure that there is a clear and legal transfer of responsibility for managing the assets held in the account to a qualified new custodian.
The information that must be reported includes the names and addresses of the original and successor custodians, the name of the minor, the account number, and any pertinent account details.
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