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Lock Format Misprint Form Submit Form Clear FieldsiTHINK Financial Credit Union P.O. Box 5090, Boca Raton, FL 334310890 800.873.5100 think.org serviceplus@ithinkfi.orgMEMBERSHIP APPLICATIONMember
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How to fill out custodial account application amp

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How to fill out custodial account application amp

01
Obtain the custodial account application form from the financial institution offering the account.
02
Fill in personal information such as name, address, social security number, and date of birth for the minor who will be the beneficiary of the account.
03
Provide information about the custodian, who will manage the account on behalf of the minor, including their name, address, and contact information.
04
Sign and date the application form, and have the custodian also sign as the responsible party for the account.
05
Submit the completed application form along with any required documentation to the financial institution for processing.

Who needs custodial account application amp?

01
Parents or legal guardians who wish to open a financial account on behalf of a minor.
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Custodial account application amp is a form used to apply for a custodial account.
Anyone who wants to open a custodial account is required to file the application amp form.
To fill out the custodial account application amp, you need to provide personal information, account details, and sign the form.
The purpose of custodial account application amp is to collect information about the account holder and the custodial account.
The information required on the custodial account application amp includes personal details, account information, and signature of the account holder.
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