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Utma successor custodian form 2026
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- Click ‘Get Form’ to open the utma successor custodian form in the editor.
- 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.
- Fill in both daytime and evening phone numbers for easy contact regarding the account.
- Provide the minor's full name, Social Security number, and date of birth. This information is crucial for identifying the beneficiary of the account.
- Enter the fund and account number associated with this UTMA account to ensure proper designation.
- Designate a successor custodian by filling in their name as you did for the current custodian. This person will take over if needed.
- Sign and date the form where indicated. Remember that a notarized signature is required to complete this request.
- 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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successor custodian utma
Form Number, Form Name. PC-EGT-23.0A, Petition for Designation of a Successor Custodian. PC-EGT-23.0E, Proposed Entry Appointing Successor Custodian.Read more
Successor. 15. Duties of Custodian. 1. Manages, registers or records title As custodian for (name of minor) under the Montana. Uniform Transfers toRead more