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Do you have a form to assign a successor Custodian to a UTMA account? I have used on at my other bank. This is contingency in case something happens to me, the primary custodian.
February 21, 2017 12:50:03 PM
In reply to Steven, Westfield
Welcome to TD Helps, Steven. We'd be glad to help.
To discuss documentation such as the form you've mentioned, we recommend reaching out to your local TD Store. To take a look at Store locations and their hours please visit http://go.td.com/1f9DSJR.
We hope to hear from you soon, Steven. Have a good day.
Megan K, Mount Laurel
February 21, 2017 12:50:11 PM