Utma successor custodian form 2025

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If appointing a new custodian, the signature of the previous custodian, a death certificate, or an official court document must be provided. If the former minors legal name has changed, please provide the previous and new names where indicated.
UTMA account coverts to a regular between age 18 to 25 Most states require it to be converted by age 25. If the custodian has died and the minor is over 18 they should be be able to convert the account with a death certificate. If still under 18 the custodian will should handle it.
For each UTMA account, one custodian and one beneficiary are allowed on the account.
Can you change the custodian on a UTMA account? Yes, you can change the custodian of a UTMA.
Notarized Letter of Successor signed by the original Custodian before death or the Minor. A Letter of Successor is a document that appoints a person or institution to take over should the trustee or custodian die, resign, or otherwise become unable to act.
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The person making the gift may also designate another person or entity to whom the property transfers if the first custodian dies, is unable, declines, or is ineligible to serve. The substitute or successor custodian then takes over the management of the custodial account.
UGMA/UTMA Successor Custodian Designation Form used to designate a successor custodian for either an UGMA or UTMA account in the event that the original custodian resigns, dies, is incapacitated or is removed as custodian.

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