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This form is used to document the change of custodian for a Change Fund as per UCSB's Change Funds Policy 5250. It ensures that the new custodian acknowledges receipt of the cash and agrees to follow
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How to fill out Change Fund Change of Custodian Form
01
Obtain the Change Fund Change of Custodian Form from your finance department or relevant authority.
02
Fill in the date at the top of the form.
03
Provide the current custodian's name and title in the designated section.
04
Enter the current balance of the change fund.
05
Specify the new custodian's name and title.
06
Include the reason for the change of custodian.
07
Sign and date the form in the appropriate area.
08
Submit the completed form to the finance department for approval.
Who needs Change Fund Change of Custodian Form?
01
Anyone who is responsible for managing a change fund and needs to officially transfer custodianship to another individual.
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People Also Ask about
What is the meaning of my custodian?
: one that guards and protects or maintains. especially : one entrusted with guarding and keeping property or records or with custody or guardianship of prisoners or inmates.
What does change of custodian mean?
Transition Due to a Custodian Change This kind of transition occurs when a custodian institution changes, such as moving assets from one financial firm to another. It may also happen when there's a change in the individual responsible for the account's management.
What is a change of custodian?
CHANGE OF CUSTODIAN FORM This form is used to transfer custody of petty cash or change funds from one custodian to another custodian, or to return custody of these funds back to District Accounting.
What does a custodian mean in court?
A "custodian" is a person who "guards or protects" someone else. In a court of law, child custody means the appointing of one or more persons to take care of and control a child under the age of 18 years.
What is the purpose of a custodian?
The primary role of a custodian is to hold and safekeep client assets. Custody banks and brokerage firms have different responsibilities. Using a custody bank or a brokerage firm are both viable options for holding assets; however, different rules and standards apply regarding how the assets are treated.
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What is Change Fund Change of Custodian Form?
The Change Fund Change of Custodian Form is a document used to officially transfer the responsibility for a change fund from one custodian to another within an organization.
Who is required to file Change Fund Change of Custodian Form?
The Change Fund Change of Custodian Form must be filed by the current custodian who is relinquishing custody and the new custodian who will be taking over the responsibilities.
How to fill out Change Fund Change of Custodian Form?
To fill out the Change Fund Change of Custodian Form, provide details such as the current custodian's information, the new custodian's information, the amount of change funds being transferred, and any relevant dates along with required signatures from both custodians.
What is the purpose of Change Fund Change of Custodian Form?
The purpose of the Change Fund Change of Custodian Form is to document the transfer of custodial responsibility, ensuring accurate record-keeping and accountability for the change fund.
What information must be reported on Change Fund Change of Custodian Form?
The information that must be reported includes the names and contact details of both custodians, the total amount of funds being transferred, the date of the transfer, and any signatures as required by the organization's policy.
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