Get Successor Custodian Form

The Successor Custodian Form is essential for designating a successor custodian for certain accounts, such as Wells Fargo Advantage Funds accounts. This guide will walk you through the process of filling out the form online, ensuring you complete each section accurately and efficiently.

Follow the steps to complete the Successor Custodian Form online.

1. Click ‘Get Form’ button to obtain the Successor Custodian Form and open it in your preferred editor.
2. In the first section, provide the name of the current custodian or responsible individual by filling in the first name, middle initial, and last name.
3. Next, enter the daytime and evening phone numbers for the current custodian or responsible individual.
4. In the section for the minor, input the minor's full name, social security number, and date of birth in the specified format (mm/dd/yyyy).
5. Then, indicate the fund and account number associated with this request.
6. Now, you will enter the name of the designated successor custodian or responsible individual in the same format as earlier.
7. Read the statement regarding the designation of the individual and confirm by signing and dating in the designated area. Remember, a notarized signature is required.
8. The successor custodian or responsible individual must then fill out their section. This includes their signature, social security number, date of birth, address, and phone numbers.
9. As with the current custodian's signature, this section also requires a notarized signature from the successor custodian or responsible individual.
10. Finally, review all entered information for accuracy. You can then save changes, download the completed form, print it, or share it as needed.

Complete your Successor Custodian Form online today to ensure a smooth transition.