How is a custodial registration changed?
To add or remove a name on a security held in custodial registration, provide First-Knox with the following: The certificate(s) which should be properly endorsed by the current custodian, if still living or if the minor is now of age, the former minor may sign. A certified copy of his/her birth certificate must be provided, if the minor signs. The endorsement should be guaranteed by an eligible institution participating in an officially recognized Medallion Signature Guarantee Program. A letter of instruction which includes the full name, address, and taxpayer identification number for each transferee. A Substitute W-9 certification form, completed for each individual transferee.
