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Manning & Napier Fund, Inc. UGMA/UTMA Successor Custodian Designation Form, page 1
Basic · 31/100Form Complexity Index

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What this form asks for

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This form allows the current custodian of a minor's account, registered under the Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) with Manning & Napier Fund, Inc., to designate a successor. It ensures a smooth transition of custodial duties in the event of the current custodian's resignation, death, or incapacitation, safeguarding the minor's assets. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields23
Pages1
Form Complexity IndexBasic, 31/100

The AI checks your answers before you download

13 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Current Custodian Information Completeness

This check verifies that all fields in Section I, including the Current Custodian's Name, Account Number, full address, and the Minor's Name, are completed. This information is fundamental for identifying the specific account and verifying the identity of the person authorizing the change. A failure would result in the form being rejected as it cannot be processed without knowing which account to modify.

Successor Custodian Information Completeness

This validation confirms that all fields in Section II for the Successor Custodian, including their full name, address, and daytime telephone number, are filled out. A complete profile is legally required to establish the designated successor and to enable contact when the successorship becomes effective. Incomplete information would render the designation invalid and the form would be returned for completion.

Account Number Validation and Type Check

This check ensures the provided Account Number conforms to the expected format and corresponds to an active UGMA/UTMA account in the system. This is a critical security and accuracy measure to prevent modifications to the wrong account or an ineligible account type. If the account number is invalid, not found, or not an UGMA/UTMA account, the submission is immediately rejected.

Custodian and Account Ownership Verification

This validation cross-references the 'Name of Current Custodian' with the name associated with the given 'Account Number' in the company's records. This is a key fraud prevention step, ensuring that only the authorized custodian can make changes to the account. A mismatch would trigger a security review and rejection of the form pending identity verification.

Minor's Name and Account Verification

This check confirms that the 'Minor’s Name' provided on the form matches the minor registered to the specified 'Account Number'. This ensures the designation is being applied to the correct minor's account, maintaining the integrity of the custodial arrangement. An incorrect minor name would lead to rejection of the form to prevent critical errors.

Exclusive UGMA/UTMA Selection

This validation ensures that the user has selected exactly one option, either the Uniform Gifts to Minors Act (UGMA) or the Uniform Transfers to Minors Act (UTMA), and has provided the corresponding state. Selecting both or neither creates legal ambiguity about the governing statute for the account. The form will be considered incomplete and rejected if this selection is not made clearly and exclusively.

And 7 more checks
  • Valid State Field Entry
  • ZIP Code Format Validation
  • Phone Number Format Validation
  • Signature Presence Confirmation
  • Signature Date Format and Plausibility
  • Ensures Successor Custodian is Not the Minor
  • Ensures Successor is Different from Current Custodian

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How to Fill Out SCUST 2.2023 Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload the UGMA/UTMA Successor Custodian Designation Form or select it from their template library.
  2. Provide the current custodian's information in Section I, including name, account number, address, and contact details.
  3. Enter the full name, address, and telephone number of the designated successor custodian in Section II.
  4. In Section III, indicate whether the account falls under the Uniform Gifts to Minors Act (UGMA) or the Uniform Transfers to Minors Act (UTMA) and specify the relevant state.
  5. Review all the information auto-filled by the AI to ensure accuracy and completeness across all sections.
  6. Electronically sign and date the form in the Authorization section to certify the designation.
  7. Download the completed form and mail it to the appropriate First Class or Overnight Mail address provided for Manning & Napier Fund, Inc.

Common Mistakes in Completing SCUST 2.2023

The ones the AI is built to catch.

Incorrectly Selecting UGMA vs. UTMA
Custodians often do not know if the account was established under the Uniform Gifts to Minors Act (UGMA) or the Uniform Transfers to Minors Act (UTMA) and may guess, select both, or leave it blank. This is a critical error as it determines the legal framework for the account, and an incorrect selection will cause the form to be rejected. To avoid this, review original account statements or contact the financial institution to confirm the account type before filling out the form.
Omitting the Governing State for the Act
After selecting either UGMA or UTMA in Section III, filers frequently forget to write in the specific state under which the act applies. This information is legally required to properly administer the account according to that state's laws, and its absence will halt the processing of the designation. Always double-check that the state field next to your selected act is filled in correctly before submitting the form.
Missing Current Custodian Signature
Forgetting to sign the form in Section III is one of the most common and critical mistakes, immediately invalidating the entire document. This often happens when people are in a hurry and focus only on the information fields. To prevent this, make the signature and date the very last step you review, ensuring the 'X' is signed by the current custodian of record.
Entering an Incorrect Account Number
Mistyping the account number, such as transposing digits or omitting a number, is a frequent data entry error. This prevents the financial institution from locating the correct UGMA/UTMA account, leading to rejection and delays in processing the successor designation. Carefully copy the full account number from a recent account statement to ensure accuracy; using a tool like Instafill.ai can autofill this information precisely from saved records, eliminating transcription errors.
Using Nicknames Instead of Legal Names
Filers may inadvertently use nicknames or informal names for the minor, the current custodian, or the designated successor (e.g., 'Jim' instead of 'James'). All names must match the full legal names on file for the account and on government-issued IDs to ensure proper legal designation. Using incorrect names will cause verification to fail and the form to be returned for correction.
Confusing Custodian and Minor Information
In Section I, individuals sometimes mistakenly enter the minor's name in the 'Name of Current Custodian' field. The form requires the name of the adult currently managing the account, not the child who is the beneficiary. This confusion leads to processing delays as the institution must contact the filer for clarification.
Illegible Handwriting on a Printed Form
When this form is printed and filled out by hand, illegible handwriting can make names, addresses, and account numbers unreadable to the processing staff. This can lead to incorrect data entry on their end or outright rejection of the form if the information is indecipherable. To avoid this, print clearly in block letters or use a tool like Instafill.ai, which can convert flat PDFs into digitally fillable forms for clean, typed entries.
Forgetting to Date the Form
Next to the signature line, there is a field for the date which is often left blank. An undated signature can raise legal questions about when the designation was made, potentially invalidating the document. Always fill in the current date when you sign the form to ensure its legal validity and prevent processing holds.
Providing Incomplete Successor Custodian Details
Filers sometimes leave fields in Section II (Successor Custodian) blank, such as the full address or a daytime phone number. This information is essential for the financial institution to contact and verify the successor custodian when the need arises. Incomplete details can delay the transfer of custodial duties, so ensure every field in this section is filled out completely.

Frequently Asked Questions About SCUST 2.2023

 

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It is encrypted in transit and at rest, and it is never used to train AI.
How complex is SCUST 2.2023 to fill out?
SCUST 2.2023 has a Form Complexity Index of 31 out of 100, in the basic tier: 23 fillable fields across 1 page. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of this UGMA/UTMA Successor Custodian Designation Form?
This form allows the current custodian of a Manning & Napier Fund, Inc. minor's account to officially name a person who will take over as custodian in the event of their resignation, death, or incapacitation.
Who needs to fill out this form?
The current custodian of a minor's account registered under the Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) should complete this form.
What information do I need to provide to complete the form?
You will need your name and contact information, the minor's name, the account number, and the full name and contact details for the person you are appointing as the successor custodian.
Where can I find my account number?
Your account number is printed on your Manning & Napier Fund, Inc. account statements. If you cannot locate it, please call customer service at 1-800-466-3863.
What is the difference between UGMA and UTMA in Section III?
UGMA and UTMA are state laws governing custodial accounts for minors. You must select the act that applies to your specific account and specify the state, which can be found on your account documents.
When does the successor custodian I designate actually take over?
The person you name as successor custodian will only assume control of the account upon your resignation, death, incapacity, or legal removal as the current custodian.
What happens if I don't designate a successor custodian?
If a successor is not designated, a court proceeding may be necessary to appoint a new custodian, which can be a time-consuming and expensive process for the minor's account.
Where do I mail the completed and signed form?
You can send the form via First Class Mail to P.O. Box 534449, Pittsburgh, PA 15253-4449, or via Overnight Mail to 500 Ross Street, 154-0520, Pittsburgh, PA 15262.
Does the person I'm naming as successor custodian need to sign this form?
No, the successor custodian does not need to sign this form. Only the signature of the current custodian is required in Section III.
Who should I call if I have questions about the form?
For any questions while completing the form, you can contact Manning & Napier Fund, Inc. directly at 1-800-466-3863 for assistance.
Can I use an AI tool to help fill out this form?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you time and help reduce errors.
How can I fill out this form online if it's a PDF?
You can use a service like Instafill.ai to upload the PDF and fill it out on your computer. After filling it in, you can download the completed form to print, sign, and mail.
What can I do if my PDF form is not fillable?
If you have a non-fillable PDF, tools like Instafill.ai can convert it into an interactive, fillable form that you can easily complete online.
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