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This form is used to modify or change non-financial account information such as participant details, beneficiary information, and signatures.
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How to fill out custodial account non-financial change

01
Obtain the custodial account non-financial change form from your financial institution.
02
Fill out the account holder's information, ensuring all details are accurate.
03
Provide the minor's information as required in the form.
04
Specify the nature of the non-financial change (e.g., change of address, change of beneficiary).
05
Attach any necessary documentation that supports the change (if required).
06
Sign and date the form.
07
Submit the completed form to your financial institution via mail or in-person as instructed.

Who needs custodial account non-financial change?

01
Parents or guardians of minors who have custodial accounts that require updates or changes.
02
Financial institutions managing custodial accounts when there's a need for record updates.
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A custodial account non-financial change refers to updates or modifications to an existing custodial account that do not involve changes in the financial aspects, such as ownership, contributions, or withdrawals. Examples include changes to the account holder's personal information, such as address or contact details.
Typically, the custodian or the account holder of the custodial account is required to file a non-financial change when there are updates to the account details that need to be officially recorded.
To fill out a custodial account non-financial change, you should obtain the appropriate form from the financial institution managing the account. Complete the form by providing the required information, such as the account number, the changes being made (e.g., address change), and signatures as required.
The purpose of a custodial account non-financial change is to ensure that the account information remains current and accurate, facilitating communication and compliance with regulatory requirements. This helps protect the rights and responsibilities of both the custodian and the account holder.
Information that must be reported on custodial account non-financial change generally includes the account number, the nature of the change (e.g., address, contact information), the names of the involved parties, and any required signatures or verification as stipulated by the financial institution.
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