The League – Fostering Financial Wellbeing for All

#81036 – Custodial Account Ownership Agreement (Rev. 7/23)

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Use for: Accounts opened under Wisconsin Uniform Transfers to Minors Act for a person under 21 years old. Must be supplemented with appropriate disclosures and account agreement brochure.

  • Revised 7/23.
  • 8.5 x 11″, 1 copy = 2 sides.
  • Use separate form for each account suffix.
  • Instructions for Custodial Account Ownership Agreement, WCUL #81036 (Rev. 7/23) (Instructions Rev. 7/23)
  • See ii Release No. 0012 for information on Wisconsin UTMA accounts.
  • See ii Release No. 0002 for related information about WCUL account forms.
  • See Compliance Courier dated TBD.

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