Common use of Custodial Account for Minor Beneficiaries Clause in Contracts

Custodial Account for Minor Beneficiaries. Except as provided in Paragraph V(I) below, in the event that any remainder beneficiary is under the age of eighteen (18) years, then any assets that would otherwise pass to that minor beneficiary shall instead be held in a Custodial Account for the minor pursuant to the Trust terms. You may designate a Custodian to serve below. If no Custodian is designated, the BIAWA will designate the custodian. Name: Address: Phone: Email: Name: Address: Phone: Email:

Appears in 5 contracts

Samples: Joinder Agreement, Joinder Agreement, Joinder Agreement

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Custodial Account for Minor Beneficiaries. Except as provided in Paragraph V(IV(G) below, in the event that any remainder beneficiary is under the age of eighteen (18) years, then any assets that would otherwise pass to that minor beneficiary shall instead be held in a Custodial Account for the minor pursuant to the Trust terms. You may designate a Custodian to serve below. If no Custodian is designated, the BIAWA will designate the custodian. Name: Address: Phone: Email: Name: Address: Phone: Email:

Appears in 4 contracts

Samples: Joinder Agreement, Joinder Agreement, Joinder Agreement

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Custodial Account for Minor Beneficiaries. Except as provided in Paragraph V(IV(F) below, in the event that any remainder beneficiary is under the age of eighteen (18) years, then any assets that would otherwise pass to that minor beneficiary shall instead be held in a Custodial Account for the minor pursuant to the Trust terms. You may designate a Custodian to serve below. If no Custodian is designated, the BIAWA will designate designated the custodian. Name: Address: Phone: Email: Name: Address: Phone: Email:

Appears in 3 contracts

Samples: Biawa Pooled First Party Special Needs Trust Joinder Agreement, Joinder Agreement, Biawa Pooled First Party Special Needs Trust Joinder Agreement

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