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LABORERS PENSION FUND and HEALTH and WELFARE DEPARTMENT of the CONSTRUCTION and GENERAL LABORERS DISTRICT COUNCIL of CHICAGO and VICINITY 11465 CERMAV ROAD WESTCHESTER, ILLINOIS 60154 PHONE: 708-562-0200

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How to fill out custodial annual claim form

How to fill out custodial annual claim form:

01

Obtain the custodial annual claim form from the appropriate authority or agency. It may be available online or can be obtained from the office in charge.

02

Read the instructions carefully to understand the requirements and documentation needed to complete the claim form. Make sure to gather all the necessary information beforehand to avoid any delays or missing details.

03

Start by filling out the basic information section. This usually includes your name, address, contact details, and any other personal information required.

04

Move on to the custodial details section. Here, you will need to provide information about the custodial relationship, such as the name and age of the child or children involved.

05

Provide accurate financial information in the income and expenses section. This may include providing details on income sources, any benefits received, and any expenses related to the custody of the child.

06

Attach any necessary supporting documents to validate the information provided. This may include documents such as birth certificates, custody agreements, proof of income, or any other relevant documentation as per the requirements stated in the instructions.

07

Review the completed form thoroughly to ensure all information is accurate and complete. Double-check for any errors or missing sections before submitting.

08

Submit the custodial annual claim form as per the instructions provided. This may include mailing it to the designated office, submitting it online, or hand-delivering it to the appropriate authority.

Who needs custodial annual claim form:

01

Parents or legal guardians who have custody of a child or children and are eligible to claim specific benefits or allowances related to their custody.

02

Individuals who have been appointed as custodians by a court or legal authority for a child or children in their care.

03

Anyone who has been granted temporary or full custody of a child or children and is required to provide evidence of their custodial relationship to access financial benefits or allowances.

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What is custodial annual claim form?

The custodial annual claim form is a document used to report the annual activity of custodial accounts.

Who is required to file custodial annual claim form?

Trustees or custodians of custodial accounts are required to file the custodial annual claim form.

How to fill out custodial annual claim form?

To fill out the custodial annual claim form, trustees or custodians need to provide information about the account activity throughout the year.

What is the purpose of custodial annual claim form?

The purpose of the custodial annual claim form is to report the earnings and expenses of custodial accounts for tax purposes.

What information must be reported on custodial annual claim form?

Information such as account balances, contributions, distributions, gains, and losses must be reported on the custodial annual claim form.

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