Removing Custodian From Account

Summary

To remove a custodian from a minors account, draft a formal request including the minors birth certificate, custodians ID, and any required court orders. Ensure compliance with Washington state laws and attach all necessary documents. Confirm receipt with the financial institution and follow any additional steps they may require.

Full Conversation

Could you draft a template for removing a custodian from a minor account?
Sure, ****! Here’s a template to remove a custodian from a minor account:
---
[Your Name]
[Your Address]
[City, State, ZIP Code]
[Email Address]
[Phone Number]
[Date]
[Financial Institution Name]
[Financial Institution Address]
[City, State, ZIP Code]
Subject: Request for Removal of Custodian from Minor’s Account
Dear Sir/Madam,
I am writing to formally request the removal of [Custodian’s Name] as the custodian of the minor account held for [Minor’s Name], account number [Account Number].
As per the Washington state laws, and in the best interest of the minor, I request this change be made effective immediately. Please find attached the necessary documentation for this request:
- A copy of the minor's birth certificate
- A copy of the current custodian's ID
- A court order (if applicable)
- Any other required forms from your institution
Please confirm receipt of this request and inform me of any further steps needed to complete this process.
Thank you for your prompt attention to this matter.
Sincerely,
[Your Name]
---
Would you like any specific legal references or further assistance with this?