Get the free Custodian Change Form

This form is used to change the custodian of record for the same beneficial owner of a KBS Real Estate Investment Trust account. Both the resigning and new Custodian must sign and provide a Medallion

How to fill out custodian change form

How to fill out custodian change form

1. Gather the necessary information such as the current custodian's details and the new custodian's details.
2. Obtain a copy of the custodian change form from the relevant institution or organization.
3. Fill in the current custodian's name and account details in the appropriate sections of the form.
4. Provide the new custodian's name and contact information as required.
5. Include any supporting documents if needed, such as identification or authorization letters.
6. Review the information for accuracy to ensure all required fields are completed.
7. Sign and date the form where indicated.
8. Submit the completed form to the institution handling the change.
9. Keep a copy of the submitted form for your records.

Who needs custodian change form?

1. Individuals or entities wishing to change the custodian of their accounts or assets.
2. Clients looking to transfer account management responsibilities to a new financial institution.
3. Guardians managing accounts on behalf of minors or dependents.

For pdfFiller’s FAQs

How do I make edits in custodian change form without leaving Chrome?

Install the pdfFiller Google Chrome Extension in your web browser to begin editing custodian change form and other documents right from a Google search page. When you examine your documents in Chrome, you may make changes to them. With pdfFiller, you can create fillable documents and update existing PDFs from any internet-connected device.

Can I create an electronic signature for the custodian change form in Chrome?

Yes. By adding the solution to your Chrome browser, you may use pdfFiller to eSign documents while also enjoying all of the PDF editor's capabilities in one spot. Create a legally enforceable eSignature by sketching, typing, or uploading a photo of your handwritten signature using the extension. Whatever option you select, you'll be able to eSign your custodian change form in seconds.

How do I fill out the custodian change form form on my smartphone?

You can easily create and fill out legal forms with the help of the pdfFiller mobile app. Complete and sign custodian change form and other documents on your mobile device using the application. Visit pdfFiller’s webpage to learn more about the functionalities of the PDF editor.

What is custodian change form?

A custodian change form is a document used to formally request a change in the financial institution or custodian that manages an account, such as retirement accounts or other investment accounts.

Who is required to file custodian change form?

Account holders who wish to transfer their accounts from one custodian to another are required to file a custodian change form.

How to fill out custodian change form?

To fill out a custodian change form, account holders must provide their personal information, details of the account being transferred, information about the current and new custodians, and any required signatures.

What is the purpose of custodian change form?

The purpose of the custodian change form is to facilitate the transfer of assets from one custodian to another while ensuring compliance with regulatory requirements.

What information must be reported on custodian change form?

Information that must be reported on the custodian change form typically includes the account holder's name, account number, current custodian details, new custodian details, and signatures from the account holder.