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Clear and reset form UTMA/UGMA Successor Custodian Designation Please complete this form and return it to American Funds Service Company using the maps below. Information about the current custodian Please type or print clearly. First name MI Last Account number impacted Address City State ZIP Full name include middle initial print Date of birth of Successor Custodian mm/dd/yyyy Relationship to minor Signatures As current custodian for the above...
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What is ugma successor custodian form?
The ugma successor custodian form is a legal document that designates a successor custodian for funds held under the Uniform Gifts to Minors Act (UGMA).
Who is required to file ugma successor custodian form?
The current custodian of the UGMA account is required to file the ugma successor custodian form to name a successor custodian.
How to fill out ugma successor custodian form?
To fill out the ugma successor custodian form, you need to provide the necessary information about the current custodian, the successor custodian, and any additional details required by the specific form.
What is the purpose of ugma successor custodian form?
The purpose of the ugma successor custodian form is to ensure the seamless transfer of custodial control and responsibility for UGMA funds to a designated successor custodian.
What information must be reported on ugma successor custodian form?
The specific information that must be reported on the ugma successor custodian form may vary, but typically includes the names and contact details of the current custodian and successor custodian, relevant account information, and signatures of both parties.
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