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Uniform Digital Asset Questionnaire

Home Uniform Digital Asset Questionnaire

Please fill out the following information to start your documents:

UDACT

Custodial Asset Trust

Name*
First Middle Last
Name as it appears on your passport
Date of Birth*
MM slash DD slash YYYY
Marital Status*
- Married
- Single
- Widowed
- Divorced
- Separated or about to divorce
Spouse Name if Married
First Middle Last
Spouse's name as it appears on their passport
Full mailing address (Number, Street)*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Home Phone Number*
Work Phone Number*
Email*
Name of Entity if on Title
Address of Entity
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Place of Incorporation (Please attach accompanying documents)
Incorporation documents
Accepted file types: jpg, jpeg, png, gif.
Name of Beneficiary (Primary)*
First Middle Last
Address of Beneficiary (Primary)*
Same as Primary

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Percentage to Beneficiary (Primary)*
Name of Beneficiary (Secondary)
First Middle Last
Address of Beneficiary (Secondary)
Same

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Percentage to Beneficiary (Secondary)
Client desires to transfer the following assets to trustee to hold in trust

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