Designation Of Successor Custodianship Form
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DESIGNATION OF SUCCESSOR CUSTODIAN
This designation of successor custodian does not take effect until the undersigned custodian is removed as custodian, resigns in
writing, becomes incapacitated or dies. This is not a designation of a substitute custodian. The appointment of successor custodian
shall in no way affect any existing or prior liabilities resulting from any transactions initiated by the current custodian.
I agree to indemnify and hold Scottrade, Inc., its officers, employees, agents, and assigns, harmless from any loss, damage, or claim
arising as a result of Scottrade’s reliance on the information provided in this document. I understand that Scottrade does not
monitor the custodial account for suitability or risk of any trade. I agree to abide by the Scottrade
Brokerage Account Agreement.
®
(Note: Applicable laws determine who is eligible to become a Successor Custodian).
DESIGNATION OF SUCCESSOR CUSTODIAN
Under the Uniform Gift or Uniform Transfer to Minors Acts, I,
in the event of my removal,
Current Custodian's Name (First, Middle, Last)
resignation, incapacity, or death hereby designate
to act as successor custodian for the account
Designated Successor Custodian’s Name
of
, born
, in the state of
Minor’s Name
Minor’s Birth Date
State of Birth
I have executed this Designation of Successor Custodian on
, in the state of
Date
State
X
Signature of Current Custodian
Date
ACCEPTANCE BY SUCCESSOR CUSTODIAN
I hereby accept custodianship for the above-named minor’s account should the currently designated custodian be removed, resign,
become incapacitated, or deceased before the minor reaches the age that custodianship ends in his or her state. My signature
below will verify my acceptance.
Name of Successor Custodian (Please Print)
Social Security Number
Date of Birth
Street Address
City
State
ZIP Plus 4
X
Signature of Successor Custodian
Date
Application
Signature Page
ID
Signature Verification via
Associate Initials
*SF1037*
SF1037/11-15
Scottrade, Inc. - Member
FINRA
and
SIPC
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