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Print HSA Custodial Account Application Email Custodian Information Eligibility Determination Custodian's Name Heritage Bank Address City State Zip Attn: Phone You are responsible to determine your
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How to fill out custodian information
How to fill out custodian information:
01
Start by gathering all the necessary documents and information required for custodian information. This may include the custodian's full name, contact details, relationship to the person being taken care of, and any relevant legal documentation.
02
Begin by filling out the custodian's full name in the designated field. Make sure to write the name accurately and legibly.
03
Next, provide the custodian's contact information, which may include their phone number, email address, and residential address. Ensure that this information is current and accurate.
04
Specify the relationship between the custodian and the person they are taking care of. This may include options such as parent, guardian, relative, or legal custodian.
05
If there are any legal documents or court orders associated with the custodian's role, provide the necessary details. This could include court case numbers, dates, and other relevant information.
06
Double-check all the entered information for accuracy and completeness before submitting it.
07
Once you have filled out the custodian information, sign and date the form if required.
Who needs custodian information:
01
Parents or legal guardians who are appointing a custodian for their children in case of their own incapacitation or untimely demise.
02
Educational institutions or child care centers that require custodian information for emergency contact purposes.
03
Legal entities involved in child custody or guardianship cases, where custodian information is necessary to establish the responsible party for a minor.
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