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Fill and Sign the 21 309 Form

Fill and Sign the 21 309 Form

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Open the document and fill out all its fields.
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Manner of creating custodial property and effecting transfer; designation of initial custodian; control Custodial property is created and a transfer is made when: (1) An uncertificated security is either: (A) Registered in the name of the transferor, an adult other than the transferor, or a trust company, followed in substance by the words: "as custodian for ________________________ [name of minor] under the District of Columbia Uniform Transfers to Minors Act"; or (B) Delivered with the necessary documents and endorsements for transfer to an adult other than the transferor or to a trust company, as custodian, accompanied by an instrument in substantially the form described in subsection (b) of this section; (2) A certificated security in registered form is either: (A) Registered in the name of the transferor, an adult other than the transferor, or a trust company, followed in substance by the words: "as custodian for ________________________ [name of minor] under the District of Columbia Uniform Transfers to Minors Act"; or (B) Delivered, together with any necessary endorsements, to an adult other than the transferor or to a trust company, as custodian, accompanied by an instrument in substantially the form described in subsection (b) of this section; (3) Money is paid or delivered to a broker or financial institution for credit to an account in the name of the transferor, an adult other than the transferor, or a trust company, followed in substance by the words: "as custodian for ________________________ [name of minor] under the District of Columbia Uniform Transfers to Minors Act"; (4) The ownership of a life or endowment insurance policy or annuity contract is either: (A) Registered with the issuer in the name of the transferor, an adult other than the transferor, or a trust company, followed in substance by the words: "as custodian for ________________________ [name of minor] under the District of Columbia Uniform Transfers to Minors Act"; or (B) Assigned in a writing delivered to an adult other than the transferor or to a trust company whose name in the assignment is followed in substance by the words: "as custodian for ________________________ [name of minor] under the District of Columbia Uniform Transfers to Minors Act"; (5) An irrevocable exercise of a power of appointment or an irrevocable present right to future payment under contract is the subject of a written notification delivered to the payor, issuer, or other obligor that the right is transferred to the transferor, an adult other than the transferor, or a trust company, whose name in the notification is followed in substance by the words: "as custodian for ________________________ [name of minor] under the District of Columbia Uniform Transfers to Minors Act"; (6) An interest in real property is recorded in the name of the transferor, an adult other than the transferor, or a trust company, followed in substance by the words: "as custodian for ________________________ [name of minor] under the District of Columbia Uniform Transfers to Minors Act"; (7) A certificate of title issued by a department or agency of a state or of the United States which evidences title to tangible personal property is either: (A) Issued in the name of the transferor, an adult other than the transferor, or a trust company, followed in substance by the words: "as custodian for ________________________ [name of minor] under the District of Columbia Uniform Transfers to Minors Act"; or (B) Delivered to an adult other than the transferor or to a trust company, endorsed to that person followed in substance by the words: "as custodian for ________________________ [name of minor] under the District of Columbia Uniform Transfers to Minors Act"; or (8) An interest in any property not described in paragraphs (1) through (6) of this subsection is transferred to an adult other than the transferor or to a trust company by a written instrument in substantially the form set forth in subsection (b) of this section. (b) An instrument in the following form satisfies the requirements of paragraphs (1)(B), (2)(B), and (8) of subsection (a) of this section: DC-02114

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