What is required to claim custodial accounts?
If the child has not reached the age of 18, the custodian must claim the funds. The custodian should provide the standard types of documentation (e.g., claim form, proof of the address associated with the account, proof of ownership if available), along with a copy of the child’s birth certificate and Social Security Number. If the child has reached the age of 18, then he/she may claim the funds by providing proof of age and the other required documentation.
