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Get Custodianship Redesignation And Appointment - Td Ameritrade
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How to fill out the Custodianship Redesignation And Appointment - TD Ameritrade online
The Custodianship Redesignation And Appointment form is essential for transferring custodial responsibilities for accounts governed by the Uniform Transfers to Minors Act or the Uniform Gifts to Minors Act. This guide will provide a comprehensive walkthrough to ensure you complete the form accurately and efficiently.
Follow the steps to complete the form online:
- Press the ‘Get Form’ button to download the Custodianship Redesignation And Appointment form and open it in your preferred document editor.
- In the ‘Custodian Information’ section, enter your account number and your full legal name as the current custodian. Include the full legal name of the minor for whom you are the custodian.
- Specify the state under which the account is established and affirm your role by selecting the relevant statement regarding your custodial authority.
- In the same section, fill in the successor custodian's full legal name, city, and state. Ensure that this individual meets the required qualifications.
- Complete the sections related to your notice obligations, confirming that you have delivered required notices to the relevant parties.
- Sign and date the form in the designated signature area, ensuring it is done in front of a notary.
- The notary public will complete their section, confirming your signature and identity.
- Finally, review the completed form for accuracy, then proceed to save the changes, download, print, or share as necessary.
Complete your Custodianship Redesignation And Appointment form online today to ensure a smooth transition.
When you buy or sell securities, it takes two days for cash from those trades to settle, or move from the buyer to the seller. When you sell a security, you're allowed to immediately make a good faith purchase of another security, even though the funds from the initial sale won't settle for two days.
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