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Address Change Requirements

Bondholder Information

Custodial Accounts
Change address for a bond held as a custodial account.

Requirements:

  1. Completed address change form or letter of instruction which includes the Bond Issue Description(s), CUSIP Number(s), and Certificate Number(s).
  2. Full signature of all custodians of record on the address change form or letter of instruction.
  3. Exact Tax Identification Number(s) of Registration (SSN 123-45-6789 or EIN 12-3456789) format.
  4. Full notarized signature of all custodians of record on the address change form or letter of instruction.
  5. If the minor has reached the age for which custodianship expires in the state in which your bond was issued, we will accept the minor's signature upon receipt of an original or certified copy of their birth certificate.


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