Taxable Account Beneficiary Designation Form - Transfer On Death Page 5
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6Taxable Account Beneficiary Designation Form
PART 5: Additional Directions for Distributions of Assets to Minor
Beneficiaries
Please check one:
A. None of my designated beneficiaries is a minor.
B. Please transfer any minor’s assets to a Custodial account at Folio, managed by the custodian(s) designated below. In each
instance that the assets pass to the designated custodian as the custodian for the designated minor, the assets shall be
transferred under the Uniform Transfer to Minors Act (UTMA) or the Uniform Gift to Minors Act (UGMA) or any other similar
statute in effect as specified below.
C. I understand and accept that a court-appointed guardian may have to be appointed to manage the minor’s assets under ongoing
court supervision if I do not designate a custodian for each minor.
Designate custodians for each minor beneficiary if you checked “B” above:
Name of Custodian:
Name of Minor Beneficiary:
Under UTMA / UGMA laws of the State of:
Until Age of:
Name of Custodian:
Name of Minor Beneficiary:
Under UTMA / UGMA laws of the State of:
Until Age of:
Name of Custodian:
Name of Minor Beneficiary:
Under UTMA / UGMA laws of the State of:
Until Age of:
Name of Custodian:
Name of Minor Beneficiary:
Under UTMA / UGMA laws of the State of:
Until Age of:
Name of Custodian:
Name of Minor Beneficiary:
Under UTMA / UGMA laws of the State of:
Until Age of:
* If the Custodian(s) named immediately above are not already listed on this form, provide the date of birth, social security number, primary address,
telephone number, country of citizenship, and country of legal residence for each named custodian on a separate page and submit it with the
completed form.
PART 6: Spousal Waiver
Complete this section ONLY if you are a married resident of a community property state (Arizona, California, Idaho, Louisiana,
Nevada, New Mexico, Texas, Washington, or Wisconsin) and are not naming your spouse as 100% primary beneficiary. Legally
married account holders of Joint Tenants with Rights of Survivorship accounts, residing in community property states, do not need
to complete this section.
By signing below I certify the following: I am the spouse of the above-named account owner. I acknowledge that I have received a fair
and reasonable disclosure of my spouse’s property and financial obligations. Due to the important tax consequences of giving up my
interest in this account, I have been advised to see a tax professional. I hereby give the account owner any interest I have in the funds
or properties deposited in this account and consent to the beneficiary designation indicated above. I assume full responsibility for any
adverse consequences that may result. No tax or legal advice was given to me by Folio.
By signing below I accept the beneficiary designations for the account listed on this form.
Spouse Name
Spouse Signature
Spouse Signature
Date (mm/dd/yyyy)
/
/
x
Page 5 of 6
Last Updated: 04/10/2015
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