Get Inland American Custodial Forms

Filling out the Inland American Custodial Forms online can be a straightforward process when you understand each section's requirements. This guide will provide you with clear instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to complete the Inland American Custodial Forms online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Section A, where you will enter the current account information. Ensure that the name, address, city, state, Social Security or Tax ID number, zip code, Inland American Account number, and the number of shares to be transferred are filled out exactly as they appear in your records.
3. Proceed to Section B, which requires the current custodian's signature. This section must be signed by the current custodian and includes a medallion signature guarantee.
4. In Section C, specify the type of transfer. You will need to check one option such as re-registration, gift, inheritance, secondary market purchase, or another type. Be sure to provide any additional requested information like the date of gift or cost per share.
5. Next, fill out Section D, providing new account information. You will need to specify the type of account, such as Traditional IRA, Roth IRA, or others, along with the new custodian's information including the name, mailing address, city, state, zip code, tax ID, and telephone number.
6. In Section E, select distribution options. You can choose to have distributions mailed to the custodial account, reinvested, or partially cashed. Specify the percentage for each option, ensuring that they total 100%.
7. Complete Section F by having the new custodian sign the form. This section also requires a medallion signature guarantee.
8. Proceed to Section G, which includes the Substitute W-9 Form. This entails signing and completing the tax information that will be reported. Ensure that the taxpayer identification number provided is accurate.
9. Fill out Section H with information about the beneficial owner. This section requires details such as the stockholder's name, Social Security number, and residence and mailing addresses.
10. Finally, complete Section I, which gathers information about the broker dealer and registered representative including their name, ID number, and contact information.
11. After filling out all sections, review the form for accuracy. You can then save changes, download, print, or share the form as needed.

Complete your Inland American Custodial Forms online today for a seamless process.