The registration needs to be updated because…

Instructions and Forms I need…

What else I need to know…

I would like to remove the custodian on the UTMA account to  taxable owner who has reached age of majority

*Example of what the registration looks like on your statement:

JOHN SMITH CUST

JOE SMITH

UNIF TRANSFER MIN ACT

·        For the current custodian to update the account from a UTMA to an individual account please complete the Change of Registration Form

·        If the former minor wants to change options on account (add a bank account, enroll in eDelivery, etc.)  Please complete the New Account Application

·        We can accept a Financial Notary from a commercial bank. Please include business card or contact information of the bank representative that provided the Notary.

·        The Current custodian must authorize the change from UTMA to an individual account

·        Need to find a financial institution to guarantee your signature? Click here

I would like to remove the Guardian on my IRA since I have reached the age of majority

*Example of what the registration looks like on your statement:

JOE SMITH IRA

JOHN SMITH GDN

·  If minor is over age 25 and guardian is still acting on account, request must be reviewed with Risk Management & Regulatory Support department to deal with on a case by case basis.

·        For the former minor to remove the guardian since you are now of age of majority, please complete a letter of instruction instructing us to remove the guardian.

·        You must also include a certified copy of your birth certificate (Fax / Photocopy / Original)

·        A signature guarantee or financial notary is not required to remove the guardian from a Minor IRA

·        We can send your original documents back to you after review, simply include a request to mail them back in your letter of instruction 

I would like to remove the Guardian on my CESA account since I have reached the age of majority

*Example of what the registration looks like on your statement:

JOE SMITH COVERDELL ESA

JOHN SMITH GDN

·        For the former minor to remove the guardian since you are now of age of majority, please complete a Signature Guarantee letter of instruction, instructing us to remove the guardian.

·        Need to find a financial institution to guarantee your signature? Click here