Pennsylvania Account Filing Checklist - Guardian of Minor

State:
Pennsylvania
Control #:
PA-SKU-2479
Format:
PDF
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Description

Account Filing Checklist - Guardian of Minor The Pennsylvania Account Filing Checklist — Guardian of Minor is a set of documents used to open a bank account for a minor in Pennsylvania. The checklist includes the necessary documents needed by the financial institution to open a bank account on behalf of a minor. There are two types of Pennsylvania Account Filing Checklist — Guardian of Minor: one for custodial accounts and one for trust accounts. The custodial account filing checklist includes documents such as the minor's birth certificate, the Guardian's ID, proof of address, and the Custodial Account Agreement. The trust account filing checklist includes documents such as the Trust Agreement, the Trustee's ID, and the minor's birth certificate. Both checklists also include a list of documents the Guardian must submit to the financial institution to open the account.

The Pennsylvania Account Filing Checklist — Guardian of Minor is a set of documents used to open a bank account for a minor in Pennsylvania. The checklist includes the necessary documents needed by the financial institution to open a bank account on behalf of a minor. There are two types of Pennsylvania Account Filing Checklist — Guardian of Minor: one for custodial accounts and one for trust accounts. The custodial account filing checklist includes documents such as the minor's birth certificate, the Guardian's ID, proof of address, and the Custodial Account Agreement. The trust account filing checklist includes documents such as the Trust Agreement, the Trustee's ID, and the minor's birth certificate. Both checklists also include a list of documents the Guardian must submit to the financial institution to open the account.

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Pennsylvania Account Filing Checklist - Guardian of Minor