Utma successor custodian form 2026

1. Click ‘Get Form’ to open the utma successor custodian form in the editor.
2. Begin by entering the name of the current custodian or responsible individual, including their first, middle initial, and last name. This identifies who is currently managing the account.
3. Fill in both daytime and evening phone numbers for easy contact regarding the account.
4. Provide the minor's full name, Social Security number, and date of birth. This information is crucial for identifying the beneficiary of the account.
5. Enter the fund and account number associated with this UTMA account to ensure proper designation.
6. Designate a successor custodian by filling in their name as you did for the current custodian. This person will take over if needed.
7. Sign and date the form where indicated. Remember that a notarized signature is required to complete this request.
8. The designated successor must also sign and provide their details, including Social Security number and date of birth, confirming their acceptance of custodianship.

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