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Custodian Change Prequalified Accounts OnlyFormerly HMS Income Funds this form to assign a new custodian for the same beneficial owner to the account. This form is to be used for QUALIFIED ACCOUNTS

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How to fill out custodian agreement

01

Obtain a copy of the custodian agreement form from the relevant institution or legal provider.

02

Read through the agreement carefully to understand the terms and conditions.

03

Fill in your personal details accurately, including your name, address, and contact information.

04

Provide details of the assets or property that will be held in custody, including any relevant account numbers or descriptions.

05

Specify the rights and responsibilities of both parties involved in the agreement.

06

Sign and date the agreement, and ensure that all required signatures are obtained from other parties, if applicable.

07

Retain a copy of the signed agreement for your records.

Who needs custodian agreement?

01

Individuals looking to appoint a custodian to hold and manage their assets or property.

02

Financial institutions or organizations seeking to formalize a custodial relationship with their clients.

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What is custodian agreement?

A custodian agreement is a legal document that establishes the responsibilities and rights of a custodian who is in charge of holding and managing assets on behalf of another party.

Who is required to file custodian agreement?

Any individual or entity acting as a custodian and holding assets on behalf of another party is required to file a custodian agreement.

How to fill out custodian agreement?

To fill out a custodian agreement, one must include details of the custodian, the assets being held, the rights and responsibilities of the custodian, and any other relevant information.

What is the purpose of custodian agreement?

The purpose of a custodian agreement is to clearly define the relationship between the custodian and the party whose assets are being held, outlining the duties and obligations of each party.

What information must be reported on custodian agreement?

The custodian agreement must include information about the custodian, the assets being held, the duration of the agreement, and any terms and conditions governing the custodian's actions.

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