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  • Vanguardsuccessor Custodian Designation Form

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Form SSCD Clear All Successor Custodian Designation Use this form to designate a successor to replace you as custodian on a Vanguard Uniform Gifts/Transfers to Minors Act UGMA/UTMA account in the event of your resignation incapacity or death.

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Typically, under the applicable UTMA/UGMA statute, the custodian may name a successor upon death. If a successor is not designated and the minor is over age 14, the minor may appoint a successor using a notarized letter. Otherwise, the minor's guardian becomes custodian or the court appoints one.

The Bank of New York Mellon, 240 Greenwich Street, New York, NY 10286, serves as the Funds' custodian.

Once the minor reaches adulthood (which depends on the law of the state that governs the UGMA or UTMA), the custodian must turn over all the assets remaining in the account to the former minor. Any adult family member, court-appointed guardian, or organization can agree to act as custodian of the account.

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 minor's legal name has changed, please provide the previous and new names where indicated.

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.

Be aware that under the UTMA only one person may be the custodian.

Also, the custodial account beneficiary cannot be altered, whereas, the beneficiary on a 529 college plan may change with some limitations.

To request a Prospectus for a Non Vanguard Mutual Fund or ETF by mail, please contact us at 1-800-VANGUARD. Use this online process to maintain or establish our Required Minimum Distribution Service on your retirement account.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232