Custodian Agreement 2026

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  1. Click ‘Get Form’ to open the Custodian Agreement in the editor.
  2. Begin by filling in the date at the top of the document. Ensure it reflects the current date or the date of execution.
  3. In the first section, input the names and details of both parties involved: First American Insurance Portfolios, Inc. and U.S. Bank National Association.
  4. Proceed to Article 1, where you will define key terms such as 'Securities' and 'Series.' Make sure these definitions align with your specific agreements.
  5. Continue through each article, ensuring that all required fields are completed accurately. Pay special attention to Articles regarding signatures and authorizations (Article 2) and financial transactions (Articles 3 and 4).
  6. Once all sections are filled out, review for accuracy. Utilize our platform's editing tools to make any necessary adjustments before finalizing.
  7. Finally, sign the document electronically using our platform’s signature feature, ensuring compliance with all legal requirements.

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