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Hartford Funds UGA/TMA Custodian Termination Form Important Notice The USA PATRIOT Act help the government fight the funding of terrorism and money laundering activities, Federal law requires all
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The peartreefundscomwp-contentuploadsugmautma custodian removal form is a document used to officially request the removal of a financial custodian managing a particular account or asset.
Individuals or entities that wish to change their financial custodian, such as account holders or beneficiaries, are required to file this form.
To fill out the form, you typically need to provide your personal information, details of the current custodian, and reasons for the removal, along with any required signatures.
The purpose of the form is to formally notify and allow for the administrative process of changing or removing a custodian, ensuring the proper handling of assets.
Information required generally includes the account holder's details, current custodian's information, the requested new custodian, and the reason for the change.
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