Custodial Account Retrieval Steps

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Summary

To retrieve a custodial account in Indiana after the custodians death, contact the brokerage with proof of custodianship and the custodians death certificate. If the brokerage cannot assist, you may need to petition the court. Consult an attorney for specific advice.

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I have a custodial account rhrough a brokerage and.when i was young the custodian died.my.grandpa and my parents whete
Hello ****! I understand your situation. Could you tell me which country and state you're in? Different places have different laws regarding custodial accounts.
Qi never recieved the account it aas never transfrred over to me qhat do i need to do to petition the courts and ask about it
Hello ****, I understand your concern. To assist you further, I need to know your current location. Laws regarding custodial accounts can vary greatly depending on your location.
Indiana
Hello ****,
To get your custodial account in Indiana, you may need to:
- Contact the brokerage directly
- Provide proof of custodianship
- Provide a death certificate of the custodian
If the brokerage cannot help, you may need to petition the court.
Consult an attorney for more specific advice.