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CUSTODIAN CHANGE FORM (SECOND OFFERING) 1. RESIGNING CUSTODIAN REGISTRATION INFORMATION Name of Custodian (Assignor) Name of Investor Address Custodian Account # Number of Units/Shares The Assignor

How to fill out custodian change

To fill out a custodian change, follow these steps:

1. Obtain the necessary forms or documents from the relevant institution or organization that oversees the custodian change process.
2. Read and understand the instructions provided with the forms or documents to ensure that you provide accurate and complete information.
3. Fill in your personal details, including your name, contact information, and any identification numbers required.
4. Provide information about the current custodian, such as their name, contact information, and any relevant account numbers.
5. Clearly state the reason for the custodian change, whether it is due to personal preference, legal requirements, or any other relevant circumstance.
6. Indicate the desired new custodian by providing their name, contact information, and any necessary identification details.
7. Review the completed forms or documents to ensure that all information is accurate and legible.
8. Submit the completed forms or documents to the appropriate institution or organization according to their specified method, such as mail, email, or in-person submission.

Custodian change is typically needed by individuals or entities who wish to switch their current custodian to a new one. This can include situations where there is a transfer of assets, a change in financial management, or a change in legal representation. Additionally, custodian changes may be required due to legal or regulatory requirements imposed by governing bodies or institutions. It is important to consult the specific guidelines set forth by the relevant institution or organization to determine if a custodian change is necessary and if any additional requirements need to be fulfilled.

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What is custodian change?

Custodian change refers to the process of replacing a custodian, who is the person or entity responsible for the care and custody of assets, with a new custodian.

Who is required to file custodian change?

The party who wishes to change the custodian is required to file the custodian change.

How to fill out custodian change?

To fill out a custodian change, you typically need to complete a formal request or application form provided by the appropriate regulatory agency or institution and submit it along with any required documentation.

What is the purpose of custodian change?

The purpose of custodian change is to transfer the responsibility of asset custody from one custodian to another, often due to factors such as better services, lower fees, or a change in custodial needs.

What information must be reported on custodian change?

The specific information required to be reported on a custodian change may vary depending on the regulatory requirements and the institution involved. Generally, it may include details about the current custodian, the new custodian, the assets being transferred, and any related contractual agreements.