Get the free Plan Custodian Authorization Form rev1.14

Plan Custodian Authorization Form PENTAGRAM TRUST COMPANY The Plan Sponsor listed below hereby authorizes Pentagram Trust Company to serve as Plan Custodian and as an approved investment vendor to

How to fill out plan custodian authorization form

How to fill out the plan custodian authorization form:

1. Begin by carefully reading the form and understanding the purpose and requirements.
2. Fill in your personal information, such as your name, address, and contact information, in the designated fields.
3. Provide the necessary details about the plan custodian, including their name, address, and contact information.
4. Specify the type of account or plan that requires authorization, such as a retirement plan, trust account, or investment account.
5. Indicate the scope of the authorization you are providing, whether it's limited to specific actions or covers all aspects of the account management.
6. If applicable, state any limitations or restrictions on the plan custodian's authority, ensuring it aligns with your preferences and needs.
7. Sign and date the form in the designated spaces, acknowledging your consent and understanding of the authorization.
8. If required, have any additional parties involved sign the form, such as co-owners or beneficiaries.
9. Make copies of the completed form for your records and submit the original to the appropriate party or institution.

Who needs the plan custodian authorization form:

1. Individuals who have a retirement plan, such as a 401(k), IRA, or pension plan, and need to designate a custodian to manage their funds.
2. Individuals who have a trust account and require a plan custodian to oversee the investments or distributions.
3. Individuals who have an investment account, such as a brokerage account, and want to authorize a custodian to make investment decisions on their behalf.

For pdfFiller’s FAQs

What is plan custodian authorization form?

The plan custodian authorization form is a form that grants authorization to an individual or entity to act as a custodian for a particular plan.

Who is required to file plan custodian authorization form?

The plan sponsor or administrator of the plan is usually required to file the plan custodian authorization form.

How to fill out plan custodian authorization form?

The form typically requires basic information about the plan, the custodian, and their responsibilities. It is important to follow the instructions provided on the form.

What is the purpose of plan custodian authorization form?

The purpose of the plan custodian authorization form is to officially designate a custodian for the plan and outline their responsibilities.

What information must be reported on plan custodian authorization form?

The form may require information such as the name and contact information of the custodian, details of the plan, and the effective date of the authorization.

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