Page 1 of 1 TDA 052 F 08/20
*TDA052*
Return Options:
Electronically via Message Center:
Log in and go to Client Services >
Message Center to attach the le
Regular Mail:
PO Box , Omaha, NE 10-
Overnight Mail:
00 South 10th Avenue
Omaha, NE 1-1
Fax: --
Custodian’s Designation
of Successor Custodian to
UTMA/UGMA Account
Custodian Information
Successor Custodian Information
Account Number:
For use with Uniform Transfers to Minors ACT (UTMA)
or Uniform Gift to Minors Act (UGMA) accounts.
Full Legal Name of Minor:
Full Legal Name of Successor:
1
I represent and certify to TD Ameritrade and their clearing rm, TD Ameritrade Clearing, Inc.,
that I am the appointed custodian for
I designate as successor custodian to said UTMA/UGMA account
2
City: State:
Sign Here
Original
signatures
are required;
electronic
signatures and/
or signature
fonts are not
authorized
X
Acting Custodian's Signature:
Date:
This designation of successor custodian does not take effect until the undersigned custodian resigns in writing, dies, becomes
incapacitated, or is removed as custodian. This is not a designation of a substitute custodian.
In consideration of the foregoing and other good and adequate consideration, the suciency of which is hereby acknowledged, I agree
to indemnify and hold harmless TD Ameritrade and TD Ameritrade Clearing, Inc. from any and all loss, cost, judgment penalty, claim,
action, damage, expense, attorneys’ fees, and all monetary sums arising or resulting from or following the eectuation by
TD Ameritrade and TD Ameritrade Clearing, Inc. of the instructions stated within this designation of successor custodian or of any
acts reasonably necessary to the eectuation thereof. The representations, certications, statements, and agreements set forth in this
document shall insure to the benet of TD Ameritrade and TD Ameritrade Clearing, Inc., their assigns, or any successor rm irrespective
of any change at any time in the personnel thereof, for any cause whatsoever. The representations, certications, statements, and
agreements set forth in this document shall bind the undersigned custodian, any successor custodian, other successor duciary, or any
other successor in interest in the same manner and with the same force that the undersigned is hereby bound.
TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC. TD Ameritrade is a trademark jointly owned by
TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 020 TD Ameritrade.
Investment Products: Not FDIC Insured * No Bank Guarantee * May Lose Value
