Utma
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Make your life a little bit simpler - MassMutual
www.massmutual.comUTMA/UGMA. UTMA/UGMA refer to a state’s law that governs the transfer of title to life insurance proceeds to a Custodian to manage for a minor until the minor reaches an age permitted by law. Under the UTMA/UGMA of the state designated in question 1d, the person designat-ed in question 1a will be Custodian for the child(ren) named in this ...
Requesting a Medallion Signature Guarantee
www.bankofamerica.com• UTMA/UGMA/529 update • Set up or change to Electronic Funds Transfer l Gifting of securities Example: Parents giving shares to their children or charitable donations l Deposit of physical securities via Stock Power form (stock certificates) Note: We do not stamp stock certificates, however will provide a
Durable Power of Attorney–Requirements
www.fidelity.comUTMA/UGMA 529); ABLE accounts that do not have a PSA established; traditional, Roth, rollover, SEP, SIMPLE, and inherited IRAs; Fidelity Retirement Plan (Keogh) accounts; and Health Savings Accounts (HSAs).